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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
25.4%
Period ended Jun 30, 2026
Change on a year earlier
-3.0 pts
28.5% in Q2 2025
History
32 quarters
Since Q3 2018
Sources
1
Charles Schwab Trust Bank (FDIC CERT 59108) 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, 202625.4%-3.0 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2026Mar 31, 202627.2%-2.5 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2025Dec 31, 202527.1%-2.4 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2025Sep 30, 202527.8%-2.6 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2025Jun 30, 202528.5%-1.7 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2025Mar 31, 202529.7%-0.4 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2024Dec 31, 202429.5%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2024Sep 30, 202430.3%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2024Jun 30, 202430.2%-2.0 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2024Mar 31, 202430.1%-7.8 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2023Dec 31, 202329.3%-8.8 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2023Sep 30, 202330.2%-9.6 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2023Jun 30, 202332.2%-10.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2023Mar 31, 202337.9%-6.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2022Dec 31, 202238.1%-1.7 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2022Sep 30, 202239.7%-0.7 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗

Cite this data

StockData. (2026). Schwab Charles Efficiency ratio (YTD) (%), quarterly Q3 2018–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/cstb-eff-ytd

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