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 tier 1 risk-based capital ratio (10-Q / 10-K) (%)
Annual figures from Schwab Charles's filings and investor materials
Latest, 2025
36.1%
Period ended Dec 31, 2025
Change on a year earlier
-3.7 pts
39.8% in 2024
History
10 years
Since 2016
Sources
9
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Tier 1 risk-based capital ratio (10-Q / 10-K) (%) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 36.1% | -3.7 pts | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2024 | Dec 31, 2024 | 39.8% | +8.1 pts | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2023 | Dec 31, 2023 | 31.7% | +2.8 pts | Charles Schwab Form 10-K, filed 2025-02-26 ↗ |
| 2022 | Dec 31, 2022 | 28.9% | +2.2 pts | Charles Schwab Form 10-K, filed 2024-02-23 ↗ |
| 2021 | Dec 31, 2021 | 26.7% | +2.0 pts | Charles Schwab Form 10-K, filed 2023-02-24 ↗ |
| 2020 | Dec 31, 2020 | 24.7% | +2.1 pts | Charles Schwab Form 10-K, filed 2022-02-24 ↗ |
| 2019 | Dec 31, 2019 | 22.6% | +2.1 pts | Charles Schwab Form 10-K, filed 2021-02-24 ↗ |
| 2018 | Dec 31, 2018 | 20.5% | -2.5 pts | Charles Schwab Form 10-K, filed 2020-02-26 ↗ |
| 2017 | Dec 31, 2017 | 23.0% | +0.5 pts | Charles Schwab Form 10-K, filed 2019-02-22 ↗ |
| 2016 | Dec 31, 2016 | 22.5% | – | Charles Schwab Form 10-K, filed 2018-02-22 ↗ |
Cite this data
StockData. (2026). Schwab Charles Tier 1 risk-based capital ratio (10-Q / 10-K) (%), annual 2016–2025 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/cap-tier1-pct
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.