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 return on assets (ROA, YTD) (%)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
1.3%
Period ended Jun 30, 2026
Change on a year earlier
+0.5 pts
0.8% in Q2 2025
History
60 quarters
Since Q3 2011
Sources
1
Charles Schwab Bank, SSB (FDIC CERT 57450) FFIEC Call Reports (FDIC BankFind API)
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
Cite this data
StockData. (2026). Schwab Charles Return on assets (ROA, YTD) (%), quarterly Q3 2011–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/csb-roa-ytd
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.