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)
Annual figures from Schwab Charles's filings and investor materials
Latest, 2025
80,329
Period ended Dec 31, 2025
Change on a year earlier
-7.5%
86,846 in 2024
History
6 years
Since 2020
Sources
4
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Average BDA balances (10-Q / 10-K) ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 80,329 | -7.5% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2024 | Dec 31, 2024 | 86,846 | -16.7% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2023 | Dec 31, 2023 | 104,227 | -29.2% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2022 | Dec 31, 2022 | 147,273 | -7.0% | Charles Schwab Form 10-K, filed 2025-02-26 ↗ |
| 2021 | Dec 31, 2021 | 158,434 | -2,263,442.9% | Charles Schwab Form 10-K, filed 2024-02-23 ↗ |
| 2020 | Dec 31, 2020 | -7 | – | Charles Schwab Form 10-K, filed 2023-02-24 ↗ |
Cite this data
StockData. (2026). Schwab Charles Average BDA balances (10-Q / 10-K) ($M), annual 2020–2025 [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.