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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)

Annual figures from Schwab Charles's filings and investor materials

Latest, 2025
254,975
Period ended Dec 31, 2025
Change on a year earlier
-9.8%
282,629 in 2024
History
7 years
Since 2019
Sources
6
Documents cited below

Annual 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
2025Dec 31, 2025254,975-9.8%Charles Schwab Form 10-K, filed 2026-02-25 ↗
2024Dec 31, 2024282,629-11.1%Charles Schwab Form 10-K, filed 2026-02-25 ↗
2023Dec 31, 2023318,007-15.4%Charles Schwab Form 10-K, filed 2025-02-26 ↗
2022Dec 31, 2022375,846-6.2%Charles Schwab Form 10-K, filed 2024-02-23 ↗
2021Dec 31, 2021400,532+23.1%Charles Schwab Form 10-K, filed 2023-02-24 ↗
2020Dec 31, 2020325,437+50.3%Charles Schwab Form 10-K, filed 2022-02-24 ↗
2019Dec 31, 2019216,582–Charles Schwab Form 10-K, filed 2021-02-24 ↗

Cite this data

StockData. (2026). Schwab Charles Total leverage exposure (SEC 10-Q / 10-K) ($M), annual 2019–2025 [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.