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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 total leverage exposure (SEC 10-Q / 10-K) ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
256,985
Period ended Jun 30, 2026
Change on a year earlier
-3.5%
266,352 in Q2 2025
History
27 quarters
Since Q4 2019
Sources
20
Documents cited below

Quarterly history

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

PeriodEndedTotal leverage exposure (SEC 10-Q / 10-K) ($M)Year on yearSource
Q2 2026Jun 30, 2026256,985-3.5%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 2026254,512-7.2%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 2025254,975-9.8%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q3 2025Sep 30, 2025256,117-11.7%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 2025266,352-10.2%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2025Mar 31, 2025274,203-11.3%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2024Dec 31, 2024282,629-11.1%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q3 2024Sep 30, 2024290,001-13.0%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2024Jun 30, 2024296,450-17.5%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2024Mar 31, 2024309,011-15.2%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2023Dec 31, 2023318,007-15.4%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q3 2023Sep 30, 2023333,402-17.9%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q2 2023Jun 30, 2023359,257-17.3%Charles Schwab Form 10-Q, filed 2023-08-08 ↗
Q1 2023Mar 31, 2023364,578-16.4%Charles Schwab Form 10-Q, filed 2023-05-08 ↗
Q4 2022Dec 31, 2022375,846-6.2%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q3 2022Sep 30, 2022406,166+7.0%Charles Schwab Form 10-Q, filed 2022-11-08 ↗

Cite this data

StockData. (2026). Schwab Charles Total leverage exposure (SEC 10-Q / 10-K) ($M), quarterly Q4 2019–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/csb-sec-tle-m

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