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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 advisor Services pre-tax income ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
804
Period ended Jun 30, 2026
Change on a year earlier
+52.0%
529 in Q2 2025
History
28 quarters
Since Q3 2019
Sources
23
Documents cited below

Quarterly history

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

PeriodEndedAdvisor Services pre-tax income ($M)Year on yearSource
Q2 2026Jun 30, 2026804+52.0%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 2026679+52.9%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 2025600+60.4%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2025Sep 30, 2025565+82.8%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 2025529+69.0%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2025Mar 31, 2025444+18.1%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2024Dec 31, 2024374+121.3%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2024Sep 30, 2024309+72.6%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2024Jun 30, 2024313-7.7%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2024Mar 31, 2024376-21.7%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2023Dec 31, 2023169-67.4%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2023Sep 30, 2023179-73.8%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2023Jun 30, 2023339-44.5%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2023Mar 31, 2023480+8.1%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2022Dec 31, 2022518+26.0%Charles Schwab Form 10-K, filed 2025-02-26 ↗
Q3 2022Sep 30, 2022682+68.0%Charles Schwab Form 10-Q, filed 2023-11-08 ↗

Cite this data

StockData. (2026). Schwab Charles Advisor Services pre-tax income ($M), quarterly Q3 2019–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/ctx-as-pretax

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