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 $152.27BP/E 16.0Yield 1.23%
Schwab Charles hTM gross unrecognized losses ($M)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
9,993
Period ended Jun 30, 2026
Change on a year earlier
-10.2%
11,125 in Q2 2025
History
33 quarters
Since Q1 2016
Sources
32
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | HTM gross unrecognized losses ($M) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 9,993 | -10.2% | SCHW Form 10-Q (2026-08-07) ↗ |
| Q1 2026 | Mar 31, 2026 | 9,911 | -15.8% | SCHW Form 10-Q (2026-05-08) ↗ |
| Q4 2025 | Dec 31, 2025 | 9,646 | -31.1% | SCHW Form 10-Q (2026-08-07) ↗ |
| Q3 2025 | Sep 30, 2025 | 10,106 | -10.0% | SCHW Form 10-Q (2025-11-07) ↗ |
| Q2 2025 | Jun 30, 2025 | 11,125 | -23.9% | SCHW Form 10-Q (2025-08-08) ↗ |
| Q1 2025 | Mar 31, 2025 | 11,773 | -18.4% | SCHW Form 10-Q (2025-05-09) ↗ |
| Q4 2024 | Dec 31, 2024 | 13,994 | +1.4% | SCHW Form 10-K (2026-02-25) ↗ |
| Q3 2024 | Sep 30, 2024 | 11,230 | -42.3% | SCHW Form 10-Q (2024-11-08) ↗ |
| Q2 2024 | Jun 30, 2024 | 14,610 | -6.0% | SCHW Form 10-Q (2024-08-08) ↗ |
| Q1 2024 | Mar 31, 2024 | 14,433 | +6.4% | SCHW Form 10-Q (2024-05-09) ↗ |
| Q4 2023 | Dec 31, 2023 | 13,796 | -11.5% | SCHW Form 10-K (2025-02-26) ↗ |
| Q3 2023 | Sep 30, 2023 | 19,449 | +28.2% | SCHW Form 10-Q (2023-11-08) ↗ |
| Q2 2023 | Jun 30, 2023 | 15,548 | +52.4% | SCHW Form 10-Q (2023-08-08) ↗ |
| Q1 2023 | Mar 31, 2023 | 13,570 | +121.1% | SCHW Form 10-Q (2023-05-08) ↗ |
| Q4 2022 | Dec 31, 2022 | 15,580 | – | SCHW Form 10-K (2024-02-23) ↗ |
| Q3 2022 | Sep 30, 2022 | 15,165 | – | SCHW Form 10-Q (2022-11-08) ↗ |
| Q2 2022 | Jun 30, 2022 | 10,204 | – | SCHW Form 10-Q (2022-08-08) ↗ |
| Q1 2022 | Mar 31, 2022 | 6,137 | – | SCHW Form 10-Q (2022-05-09) ↗ |
| Q4 2019 | Dec 31, 2019 | 365 | -84.1% | SCHW Form 10-K (2021-02-24) ↗ |
| Q3 2019 | Sep 30, 2019 | 278 | -92.3% | SCHW Form 10-Q (2019-11-07) ↗ |
| Q2 2019 | Jun 30, 2019 | 452 | -85.0% | SCHW Form 10-Q (2019-08-07) ↗ |
| Q1 2019 | Mar 31, 2019 | 1,195 | -51.4% | SCHW Form 10-Q (2019-05-08) ↗ |
| Q4 2018 | Dec 31, 2018 | 2,301 | +119.1% | SCHW Form 10-K (2020-02-26) ↗ |
| Q3 2018 | Sep 30, 2018 | 3,595 | +395.9% | SCHW Form 10-Q (2018-11-07) ↗ |
| Q2 2018 | Jun 30, 2018 | 3,009 | +271.0% | SCHW Form 10-Q (2018-08-08) ↗ |
| Q1 2018 | Mar 31, 2018 | 2,459 | +134.2% | SCHW Form 10-Q (2018-05-09) ↗ |
| Q4 2017 | Dec 31, 2017 | 1,050 | -4.1% | SCHW Form 10-K (2019-02-22) ↗ |
| Q3 2017 | Sep 30, 2017 | 725 | +18,025.0% | SCHW Form 10-Q (2017-11-07) ↗ |
| Q2 2017 | Jun 30, 2017 | 811 | – | SCHW Form 10-Q (2017-08-07) ↗ |
| Q1 2017 | Mar 31, 2017 | 1,050 | +14,900.0% | SCHW Form 10-Q (2017-05-08) ↗ |
| Q4 2016 | Dec 31, 2016 | 1,095 | – | SCHW Form 10-K (2018-02-22) ↗ |
| Q3 2016 | Sep 30, 2016 | 4 | – | SCHW Form 10-Q (2016-11-07) ↗ |
| Q1 2016 | Mar 31, 2016 | 7 | – | SCHW Form 10-Q (2016-05-06) ↗ |
Cite this data
StockData. (2026). Schwab Charles HTM gross unrecognized losses ($M), quarterly Q1 2016–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/htm-uloss
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.