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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 total bank loans — gross ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
67,033
Period ended Jun 30, 2026
Change on a year earlier
+32.9%
50,427 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

PeriodEndedTotal bank loans — gross ($M)Year on yearSource
Q2 2026Jun 30, 202667,033+32.9%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 202660,908+29.2%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 202557,991+28.2%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q3 2025Sep 30, 202553,592+23.7%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 202550,427+19.5%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2025Mar 31, 202547,142+15.5%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2024Dec 31, 202445,236+11.8%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q3 2024Sep 30, 202443,331+7.3%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2024Jun 30, 202442,202+5.1%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2024Mar 31, 202440,815+1.9%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2023Dec 31, 202340,477-0.2%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q3 2023Sep 30, 202340,381-0.1%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q2 2023Jun 30, 202340,136+1.4%Charles Schwab Form 10-Q, filed 2023-08-08 ↗
Q1 2023Mar 31, 202340,038+7.5%Charles Schwab Form 10-Q, filed 2023-05-08 ↗
Q4 2022Dec 31, 202240,578+17.1%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q3 2022Sep 30, 202240,428+28.0%Charles Schwab Form 10-Q, filed 2022-11-08 ↗

Breakdown

What makes up total bank loans — gross

Cite this data

StockData. (2026). Schwab Charles Total bank loans — gross ($M), quarterly Q4 2016–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/loans-gross

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