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 $152.27BP/E 16.0Yield 1.23%
Schwab Charles aFS maturity > 10 years (fair value) ($M)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
8,779
Period ended Jun 30, 2026
Change on a year earlier
-70.6%
29,872 in Q2 2025
History
42 quarters
Since Q1 2016
Sources
42
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | AFS maturity > 10 years (fair value) ($M) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 8,779 | -70.6% | SCHW Form 10-Q (2026-08-07) ↗ |
| Q1 2026 | Mar 31, 2026 | 12,190 | -63.2% | SCHW Form 10-Q (2026-05-08) ↗ |
| Q4 2025 | Dec 31, 2025 | 17,068 | -51.9% | SCHW Form 10-K (2026-02-25) ↗ |
| Q3 2025 | Sep 30, 2025 | 23,947 | -37.8% | SCHW Form 10-Q (2025-11-07) ↗ |
| Q2 2025 | Jun 30, 2025 | 29,872 | -24.9% | SCHW Form 10-Q (2025-08-08) ↗ |
| Q1 2025 | Mar 31, 2025 | 33,152 | -22.9% | SCHW Form 10-Q (2025-05-09) ↗ |
| Q4 2024 | Dec 31, 2024 | 35,508 | -22.5% | SCHW Form 10-K (2025-02-26) ↗ |
| Q3 2024 | Sep 30, 2024 | 38,506 | -16.7% | SCHW Form 10-Q (2024-11-08) ↗ |
| Q2 2024 | Jun 30, 2024 | 39,774 | -20.0% | SCHW Form 10-Q (2024-08-08) ↗ |
| Q1 2024 | Mar 31, 2024 | 42,974 | -18.8% | SCHW Form 10-Q (2024-05-09) ↗ |
| Q4 2023 | Dec 31, 2023 | 45,815 | -16.7% | SCHW Form 10-K (2024-02-23) ↗ |
| Q3 2023 | Sep 30, 2023 | 46,232 | -62.4% | SCHW Form 10-Q (2023-11-08) ↗ |
| Q2 2023 | Jun 30, 2023 | 49,730 | -64.5% | SCHW Form 10-Q (2023-08-08) ↗ |
| Q1 2023 | Mar 31, 2023 | 52,930 | -65.5% | SCHW Form 10-Q (2023-05-08) ↗ |
| Q4 2022 | Dec 31, 2022 | 54,985 | -78.0% | SCHW Form 10-K (2023-02-24) ↗ |
| Q3 2022 | Sep 30, 2022 | 122,915 | -51.1% | SCHW Form 10-Q (2022-11-08) ↗ |
| Q2 2022 | Jun 30, 2022 | 139,934 | -40.9% | SCHW Form 10-Q (2022-08-08) ↗ |
| Q1 2022 | Mar 31, 2022 | 153,618 | -31.5% | SCHW Form 10-Q (2022-05-09) ↗ |
| Q4 2021 | Dec 31, 2021 | 249,592 | +16.8% | SCHW Form 10-K (2022-02-24) ↗ |
| Q3 2021 | Sep 30, 2021 | 251,126 | +35.9% | SCHW Form 10-Q (2021-11-08) ↗ |
| Q2 2021 | Jun 30, 2021 | 236,905 | +40.7% | SCHW Form 10-Q (2021-08-06) ↗ |
| Q1 2021 | Mar 31, 2021 | 224,224 | +89.2% | SCHW Form 10-Q (2021-05-07) ↗ |
| Q4 2020 | Dec 31, 2020 | 213,743 | +563.9% | SCHW Form 10-K (2021-02-24) ↗ |
| Q3 2020 | Sep 30, 2020 | 184,764 | +568.4% | SCHW Form 10-Q (2020-11-09) ↗ |
| Q2 2020 | Jun 30, 2020 | 168,362 | +724.5% | SCHW Form 10-Q (2020-08-07) ↗ |
| Q1 2020 | Mar 31, 2020 | 118,518 | +615.3% | SCHW Form 10-Q (2020-05-08) ↗ |
| Q4 2019 | Dec 31, 2019 | 32,195 | +214.5% | SCHW Form 10-K (2020-02-26) ↗ |
| Q3 2019 | Sep 30, 2019 | 27,643 | +176.5% | SCHW Form 10-Q (2019-11-07) ↗ |
| Q2 2019 | Jun 30, 2019 | 20,420 | +98.6% | SCHW Form 10-Q (2019-08-07) ↗ |
| Q1 2019 | Mar 31, 2019 | 16,569 | +60.1% | SCHW Form 10-Q (2019-05-08) ↗ |
| Q4 2018 | Dec 31, 2018 | 10,236 | -6.8% | SCHW Form 10-K (2019-02-22) ↗ |
| Q3 2018 | Sep 30, 2018 | 9,999 | -11.7% | SCHW Form 10-Q (2018-11-07) ↗ |
| Q2 2018 | Jun 30, 2018 | 10,283 | +1.8% | SCHW Form 10-Q (2018-08-08) ↗ |
| Q1 2018 | Mar 31, 2018 | 10,349 | -3.9% | SCHW Form 10-Q (2018-05-09) ↗ |
| Q4 2017 | Dec 31, 2017 | 10,984 | -49.5% | SCHW Form 10-K (2018-02-22) ↗ |
| Q3 2017 | Sep 30, 2017 | 11,325 | -49.1% | SCHW Form 10-Q (2017-11-07) ↗ |
| Q2 2017 | Jun 30, 2017 | 10,103 | -54.0% | SCHW Form 10-Q (2017-08-07) ↗ |
| Q1 2017 | Mar 31, 2017 | 10,768 | -51.5% | SCHW Form 10-Q (2017-05-08) ↗ |
| Q4 2016 | Dec 31, 2016 | 21,730 | – | SCHW Form 10-K (2017-02-23) ↗ |
| Q3 2016 | Sep 30, 2016 | 22,249 | – | SCHW Form 10-Q (2016-11-07) ↗ |
| Q2 2016 | Jun 30, 2016 | 21,971 | – | SCHW Form 10-Q (2016-08-05) ↗ |
| Q1 2016 | Mar 31, 2016 | 22,184 | – | SCHW Form 10-Q (2016-05-06) ↗ |
Cite this data
StockData. (2026). Schwab Charles AFS maturity > 10 years (fair value) ($M), quarterly Q1 2016–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/afs-mat-gt10y
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.