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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 efficiency ratio (YTD) (%)

Quarterly figures from Schwab Charles's filings and investor materials

Latest, Q2 2026
14.9%
Period ended Jun 30, 2026
Change on a year earlier
-0.7 pts
15.6% in Q2 2025
History
60 quarters
Since Q3 2011
Sources
1
Charles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API)

Quarterly history

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

PeriodEndedEfficiency ratio (YTD) (%)Year on yearSource
Q2 2026Jun 30, 202614.9%-0.7 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2026Mar 31, 202614.7%-1.0 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2025Dec 31, 202515.3%-6.2 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2025Sep 30, 202515.6%-7.2 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2025Jun 30, 202515.6%-6.0 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2025Mar 31, 202515.7%-5.2 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2024Dec 31, 202421.5%-18.8 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2024Sep 30, 202422.8%-23.5 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2024Jun 30, 202421.6%-28.8 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2024Mar 31, 202420.8%-44.3 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2023Dec 31, 202340.3%+11.0 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2023Sep 30, 202346.2%+18.6 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2023Jun 30, 202350.4%+22.5 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2023Mar 31, 202365.2%+36.5 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2022Dec 31, 202229.3%-0.4 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2022Sep 30, 202227.6%-1.9 ptsCharles Schwab Premier Bank, SSB (FDIC CERT 33497) FFIEC Call Reports (FDIC BankFind API) ↗

Cite this data

StockData. (2026). Schwab Charles Efficiency ratio (YTD) (%), quarterly Q3 2011–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/cspb-eff-ytd

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