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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 deposits swept from brokerage accounts ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
228,347
Period ended Jun 30, 2026
Change on a year earlier
+14.0%
200,291 in Q2 2025
History
30 quarters
Since Q4 2016
Sources
23
Documents cited below

Quarterly history

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

PeriodEndedDeposits swept from brokerage accounts ($M)Year on yearSource
Q2 2026Jun 30, 2026228,347+14.0%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 2026228,543+12.1%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 2025232,410+10.4%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q3 2025Sep 30, 2025209,205+8.5%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 2025200,291+4.2%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2025Mar 31, 2025203,870-2.4%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2024Dec 31, 2024210,575-4.4%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q3 2024Sep 30, 2024192,840-11.3%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2024Jun 30, 2024192,194-20.1%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2024Mar 31, 2024208,903-22.6%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2023Dec 31, 2023220,274-34.0%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q3 2023Sep 30, 2023217,517-40.9%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q2 2023Jun 30, 2023240,575-41.7%Charles Schwab Form 10-Q, filed 2023-08-08 ↗
Q1 2023Mar 31, 2023270,049-37.8%Charles Schwab Form 10-Q, filed 2023-05-08 ↗
Q4 2022Dec 31, 2022333,754-19.0%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q3 2022Sep 30, 2022367,943+0.2%Charles Schwab Form 10-Q, filed 2022-11-08 ↗

Cite this data

StockData. (2026). Schwab Charles Deposits swept from brokerage accounts ($M), quarterly Q4 2016–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/dep-swept

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