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 $152.27BP/E 16.0Yield 1.23%
Schwab Charles first Mortgages — net ($M)
Annual figures from Schwab Charles's filings and investor materials
Latest, 2025
30,456
Period ended Dec 31, 2025
Change on a year earlier
+11.3%
27,375 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
| Period | Ended | First Mortgages — net ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 30,456 | +11.3% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2024 | Dec 31, 2024 | 27,375 | +4.8% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2023 | Dec 31, 2023 | 26,121 | +3.9% | Charles Schwab Form 10-K, filed 2025-02-26 ↗ |
| 2022 | Dec 31, 2022 | 25,132 | +19.2% | Charles Schwab Form 10-K, filed 2024-02-23 ↗ |
| 2021 | Dec 31, 2021 | 21,077 | +41.6% | Charles Schwab Form 10-K, filed 2023-02-24 ↗ |
| 2020 | Dec 31, 2020 | 14,882 | +27.3% | Charles Schwab Form 10-K, filed 2022-02-24 ↗ |
| 2019 | Dec 31, 2019 | 11,693 | +12.8% | Charles Schwab Form 10-K, filed 2021-02-24 ↗ |
| 2018 | Dec 31, 2018 | 10,370 | +3.7% | Charles Schwab Form 10-K, filed 2020-02-26 ↗ |
| 2017 | Dec 31, 2017 | 10,000 | +9.7% | Charles Schwab Form 10-K, filed 2019-02-22 ↗ |
| 2016 | Dec 31, 2016 | 9,117 | – | Charles Schwab Form 10-K, filed 2018-02-22 ↗ |
Cite this data
StockData. (2026). Schwab Charles First Mortgages — net ($M), annual 2016–2025 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/loans-fm-net
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.