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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 investor Services — total expenses excluding interest (10-Q / 10-K) ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
2,663
Period ended Jun 30, 2026
Change on a year earlier
+12.8%
2,361 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

PeriodEndedInvestor Services — total expenses excluding interest (10-Q / 10-K) ($M)Year on yearSource
Q2 2026Jun 30, 20262,663+12.8%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 20262,568+5.5%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 20252,456+5.6%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2025Sep 30, 20252,427+4.8%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 20252,361+3.5%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2025Mar 31, 20252,434+5.1%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2024Dec 31, 20242,326–Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2024Sep 30, 20242,315–Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2024Jun 30, 20242,282–Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2024Mar 31, 20242,315–Charles Schwab Form 10-Q, filed 2025-05-09 ↗

Breakdown

What makes up investor services — total expenses excluding interest (10-q / 10-k)

Cite this data

StockData. (2026). Schwab Charles Investor 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-is-exp

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