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 $152.27BP/E 16.0Yield 1.23%
Schwab Charles aFS gross unrealized losses ($M)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
3,846
Period ended Jun 30, 2026
Change on a year earlier
-23.0%
4,994 in Q2 2025
History
34 quarters
Since Q4 2017
Sources
33
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | AFS gross unrealized losses ($M) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 3,846 | -23.0% | SCHW Form 10-Q (2026-08-07) ↗ |
| Q1 2026 | Mar 31, 2026 | 3,860 | -31.6% | SCHW Form 10-Q (2026-05-08) ↗ |
| Q4 2025 | Dec 31, 2025 | 3,871 | -42.3% | SCHW Form 10-Q (2026-08-07) ↗ |
| Q3 2025 | Sep 30, 2025 | 4,393 | -25.0% | SCHW Form 10-Q (2025-11-07) ↗ |
| Q2 2025 | Jun 30, 2025 | 4,994 | -39.8% | SCHW Form 10-Q (2025-08-08) ↗ |
| Q1 2025 | Mar 31, 2025 | 5,640 | -34.0% | SCHW Form 10-Q (2025-05-09) ↗ |
| Q4 2024 | Dec 31, 2024 | 6,711 | -22.8% | SCHW Form 10-K (2026-02-25) ↗ |
| Q3 2024 | Sep 30, 2024 | 5,855 | -50.4% | SCHW Form 10-Q (2024-11-08) ↗ |
| Q2 2024 | Jun 30, 2024 | 8,297 | -25.3% | SCHW Form 10-Q (2024-08-08) ↗ |
| Q1 2024 | Mar 31, 2024 | 8,541 | -18.1% | SCHW Form 10-Q (2024-05-09) ↗ |
| Q4 2023 | Dec 31, 2023 | 8,691 | -29.3% | SCHW Form 10-K (2025-02-26) ↗ |
| Q3 2023 | Sep 30, 2023 | 11,800 | -58.3% | SCHW Form 10-Q (2023-11-08) ↗ |
| Q2 2023 | Jun 30, 2023 | 11,106 | -41.1% | SCHW Form 10-Q (2023-08-08) ↗ |
| Q1 2023 | Mar 31, 2023 | 10,434 | -16.4% | SCHW Form 10-Q (2023-05-08) ↗ |
| Q4 2022 | Dec 31, 2022 | 12,291 | +150.4% | SCHW Form 10-K (2024-02-23) ↗ |
| Q3 2022 | Sep 30, 2022 | 28,301 | +828.5% | SCHW Form 10-Q (2022-11-08) ↗ |
| Q2 2022 | Jun 30, 2022 | 18,842 | +738.2% | SCHW Form 10-Q (2022-08-08) ↗ |
| Q1 2022 | Mar 31, 2022 | 12,474 | +205.3% | SCHW Form 10-Q (2022-05-09) ↗ |
| Q4 2021 | Dec 31, 2021 | 4,909 | +658.7% | SCHW Form 10-K (2023-02-24) ↗ |
| Q3 2021 | Sep 30, 2021 | 3,048 | +567.0% | SCHW Form 10-Q (2021-11-08) ↗ |
| Q2 2021 | Jun 30, 2021 | 2,248 | +385.5% | SCHW Form 10-Q (2021-08-06) ↗ |
| Q1 2021 | Mar 31, 2021 | 4,086 | +309.8% | SCHW Form 10-Q (2021-05-07) ↗ |
| Q4 2020 | Dec 31, 2020 | 647 | +362.1% | SCHW Form 10-K (2022-02-24) ↗ |
| Q3 2020 | Sep 30, 2020 | 457 | +603.1% | SCHW Form 10-Q (2020-11-09) ↗ |
| Q2 2020 | Jun 30, 2020 | 463 | +486.1% | SCHW Form 10-Q (2020-08-07) ↗ |
| Q1 2020 | Mar 31, 2020 | 997 | +555.9% | SCHW Form 10-Q (2020-05-08) ↗ |
| Q4 2019 | Dec 31, 2019 | 140 | -38.9% | SCHW Form 10-K (2021-02-24) ↗ |
| Q3 2019 | Sep 30, 2019 | 65 | -78.2% | SCHW Form 10-Q (2019-11-07) ↗ |
| Q2 2019 | Jun 30, 2019 | 79 | -69.5% | SCHW Form 10-Q (2019-08-07) ↗ |
| Q1 2019 | Mar 31, 2019 | 152 | – | SCHW Form 10-Q (2019-05-08) ↗ |
| Q4 2018 | Dec 31, 2018 | 229 | +64.7% | SCHW Form 10-K (2020-02-26) ↗ |
| Q3 2018 | Sep 30, 2018 | 298 | – | SCHW Form 10-Q (2018-11-07) ↗ |
| Q2 2018 | Jun 30, 2018 | 259 | – | SCHW Form 10-Q (2018-08-08) ↗ |
| Q4 2017 | Dec 31, 2017 | 139 | – | SCHW Form 10-K (2019-02-22) ↗ |
Cite this data
StockData. (2026). Schwab Charles AFS gross unrealized losses ($M), quarterly Q4 2017–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/afs-uloss
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.