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 client assets receiving ongoing advisory services
Quarterly figures from Schwab Charles's filings and investor materials
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Client assets receiving ongoing advisory services | Year on year | Source |
|---|
Breakdown
What makes up client assets receiving ongoing advisory services
Cite this data
StockData. (2026). Schwab Charles Client assets receiving ongoing advisory services, quarterly [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/adv-total
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.