StockData
Schwab Charles Corp logo

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 first Mortgages — gross ($M)

Annual figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, 2025
30,484
Period ended Dec 31, 2025
Change on a year earlier
+11.3%
27,389 in 2024
History
10 years
Since 2016
Sources
9
Documents cited below

Annual history

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

PeriodEndedFirst Mortgages — gross ($M)Year on yearSource
2025Dec 31, 202530,484+11.3%Charles Schwab Form 10-K, filed 2026-02-25 ↗
2024Dec 31, 202427,389+4.7%Charles Schwab Form 10-K, filed 2026-02-25 ↗
2023Dec 31, 202326,153+3.8%Charles Schwab Form 10-K, filed 2025-02-26 ↗
2022Dec 31, 202225,198+19.5%Charles Schwab Form 10-K, filed 2024-02-23 ↗
2021Dec 31, 202121,090+41.5%Charles Schwab Form 10-K, filed 2023-02-24 ↗
2020Dec 31, 202014,904+27.3%Charles Schwab Form 10-K, filed 2022-02-24 ↗
2019Dec 31, 201911,704+12.7%Charles Schwab Form 10-K, filed 2021-02-24 ↗
2018Dec 31, 201810,384+3.7%Charles Schwab Form 10-K, filed 2020-02-26 ↗
2017Dec 31, 201710,016+9.7%Charles Schwab Form 10-K, filed 2019-02-22 ↗
2016Dec 31, 20169,134–Charles Schwab Form 10-K, filed 2018-02-22 ↗

Breakdown

What makes up first mortgages — gross

Cite this data

StockData. (2026). Schwab Charles First Mortgages — gross ($M), annual 2016–2025 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/loans-fm-gross

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