StockData
Schwab Charles Corp logo

Schwab Charles Corp (SCHW) operating KPIs

SCHWNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW.PD, SCHW.PJ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/307% below fair value
$88.05−1.42 (-1.59%)

Close on Oct 30, 2026Market cap $152.27BP/E 16.0Yield 1.23%

Schwab Charles investor Services ongoing advisory assets

Monthly figures from Schwab Charles's filings and investor materials

Latest, Sep 2026
947.30
Period ended Sep 30, 2026
Change on a year earlier
+19.5%
792.50 in Sep 2025
History
127 months
Since Mar 2016
Sources
39
Documents cited below

Monthly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedInvestor Services ongoing advisory assetsYear on yearSource
Sep 2026Sep 30, 2026947.30+19.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2026Aug 31, 2026956.40+24.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jul 2026Jul 31, 2026933.70+24.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jun 2026Jun 30, 2026929.80+26.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
May 2026May 31, 2026925.80+30.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Apr 2026Apr 30, 2026895.00+30.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Mar 2026Mar 31, 2026841.30+22.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Feb 2026Feb 28, 2026866.80+23.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jan 2026Jan 31, 2026849.50+21.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Dec 2025Dec 31, 2025824.80+20.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Nov 2025Nov 30, 2025817.90+18.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Oct 2025Oct 31, 2025807.60+21.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Sep 2025Sep 30, 2025792.50+17.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2025Aug 31, 2025771.10+16.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jul 2025Jul 31, 2025747.90+15.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jun 2025Jun 30, 2025737.60+16.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗

Cite this data

StockData. (2026). Schwab Charles Investor Services ongoing advisory assets, monthly Mar 2016–Sep 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/adv-is

See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.