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 $152.27BP/E 16.0Yield 1.23%
Schwab Charles advisor Services — total expenses excluding interest (10-Q / 10-K) ($M)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
740
Period ended Jun 30, 2026
Change on a year earlier
+7.7%
687 in Q2 2025
History
10 quarters
Since Q1 2024
Sources
6
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Advisor Services — total expenses excluding interest (10-Q / 10-K) ($M) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 740 | +7.7% | Charles Schwab Form 10-Q, filed 2026-08-07 ↗ |
| Q1 2026 | Mar 31, 2026 | 726 | +2.3% | Charles Schwab Form 10-Q, filed 2026-05-08 ↗ |
| Q4 2025 | Dec 31, 2025 | 700 | +0.3% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| Q3 2025 | Sep 30, 2025 | 687 | -0.4% | Charles Schwab Form 10-Q, filed 2025-11-07 ↗ |
| Q2 2025 | Jun 30, 2025 | 687 | +3.9% | Charles Schwab Form 10-Q, filed 2026-08-07 ↗ |
| Q1 2025 | Mar 31, 2025 | 710 | +13.2% | Charles Schwab Form 10-Q, filed 2026-05-08 ↗ |
| Q4 2024 | Dec 31, 2024 | 698 | – | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| Q3 2024 | Sep 30, 2024 | 690 | – | Charles Schwab Form 10-Q, filed 2025-11-07 ↗ |
| Q2 2024 | Jun 30, 2024 | 661 | – | Charles Schwab Form 10-Q, filed 2025-08-08 ↗ |
| Q1 2024 | Mar 31, 2024 | 627 | – | Charles Schwab Form 10-Q, filed 2025-05-09 ↗ |
Breakdown
What makes up advisor services — total expenses excluding interest (10-q / 10-k)
Cite this data
StockData. (2026). Schwab Charles Advisor Services — total expenses excluding interest (10-Q / 10-K) ($M), quarterly Q1 2024–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/ctx-as-exp
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.