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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 average BDA balances (10-Q / 10-K) ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
71,899
Period ended Jun 30, 2026
Change on a year earlier
-12.6%
82,265 in Q2 2025
History
17 quarters
Since Q1 2021
Sources
13
Documents cited below

Quarterly history

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

PeriodEndedAverage BDA balances (10-Q / 10-K) ($M)Year on yearSource
Q2 2026Jun 30, 202671,899-12.6%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 202672,596-13.8%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q3 2025Sep 30, 202580,030-3.7%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 202582,265-5.5%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2025Mar 31, 202584,186-9.3%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q3 2024Sep 30, 202483,099-18.3%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2024Jun 30, 202487,016-16.0%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2024Mar 31, 202492,859-19.9%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q3 2023Sep 30, 2023101,666-31.4%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2023Jun 30, 2023103,622-32.8%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2023Mar 31, 2023115,877-25.6%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q3 2022Sep 30, 2022148,142-2.2%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q2 2022Jun 30, 2022154,227-4.4%Charles Schwab Form 10-Q, filed 2023-08-08 ↗
Q1 2022Mar 31, 2022155,809-6.6%Charles Schwab Form 10-Q, filed 2023-05-08 ↗
Q3 2021Sep 30, 2021151,504–Charles Schwab Form 10-Q, filed 2022-11-08 ↗
Q2 2021Jun 30, 2021161,400–Charles Schwab Form 10-Q, filed 2022-08-08 ↗

Cite this data

StockData. (2026). Schwab Charles Average BDA balances (10-Q / 10-K) ($M), quarterly Q1 2021–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/bda-avg-bal

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