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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 non-fee-based advice solutions — average client assets ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
165,151
Period ended Sep 30, 2026
Change on a year earlier
+29.4%
127,592 in Q3 2025
History
39 quarters
Since Q1 2017
Sources
35
Documents cited below

Quarterly history

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

PeriodEndedNon-fee-based advice solutions — average client assets ($M)Year on yearSource
Q3 2026Sep 30, 2026165,151+29.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q2 2026Jun 30, 2026159,255+31.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Q1 2026Mar 31, 2026145,628+20.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-04-16 ↗
Q4 2025Dec 31, 2025132,573+14.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-01-21 ↗
Q3 2025Sep 30, 2025127,592+11.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q2 2025Jun 30, 2025120,726+9.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Q1 2025Mar 31, 2025120,442+13.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-04-16 ↗
Q4 2024Dec 31, 2024115,712+17.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-01-21 ↗
Q3 2024Sep 30, 2024114,307+16.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-10-16 ↗
Q2 2024Jun 30, 2024110,234+15.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-07-18 ↗
Q1 2024Mar 31, 2024106,032+12.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-04-17 ↗
Q4 2023Dec 31, 202398,679+12.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-01-21 ↗
Q3 2023Sep 30, 202397,957+14.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-10-15 ↗
Q2 2023Jun 30, 202395,427+10.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-07-16 ↗
Q1 2023Mar 31, 202394,469+4.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-04-15 ↗
Q4 2022Dec 31, 202287,804-8.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-01-17 ↗

Cite this data

StockData. (2026). Schwab Charles Non-fee-based advice solutions — average client assets ($M), quarterly Q1 2017–Q3 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/amaf-advice-nonfee-assets

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