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 floating-rate BDA obligation balances (% of average BDA) (%)
Annual figures from Schwab Charles's filings and investor materials
Latest, 2025
22.0%
Period ended Dec 31, 2025
Change on a year earlier
+8.0 pts
14.0% in 2024
History
5 years
Since 2021
Sources
3
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Floating-rate BDA obligation balances (% of average BDA) (%) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 22.0% | +8.0 pts | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2024 | Dec 31, 2024 | 14.0% | +6.0 pts | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2023 | Dec 31, 2023 | 8.0% | -13.0 pts | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2022 | Dec 31, 2022 | 21.0% | 0.0 pts | Charles Schwab Form 10-K, filed 2025-02-26 ↗ |
| 2021 | Dec 31, 2021 | 21.0% | – | Charles Schwab Form 10-K, filed 2024-02-23 ↗ |
Cite this data
StockData. (2026). Schwab Charles Floating-rate BDA obligation balances (% of average BDA) (%), annual 2021–2025 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/bda-float-pct
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.