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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 hELOCs — net ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
422
Period ended Jun 30, 2026
Change on a year earlier
0.0%
422 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

PeriodEndedHELOCs — net ($M)Year on yearSource
Q2 2026Jun 30, 20264220.0%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 2026421+1.4%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 2025426+0.7%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q3 2025Sep 30, 2025420-3.2%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 2025422-4.7%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2025Mar 31, 2025415-8.6%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2024Dec 31, 2024423-11.3%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q3 2024Sep 30, 2024434-11.6%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2024Jun 30, 2024443-13.1%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2024Mar 31, 2024454-18.1%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2023Dec 31, 2023477-19.6%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q3 2023Sep 30, 2023491-19.0%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q2 2023Jun 30, 2023510-17.3%Charles Schwab Form 10-Q, filed 2023-08-08 ↗
Q1 2023Mar 31, 2023554-9.8%Charles Schwab Form 10-Q, filed 2023-05-08 ↗
Q4 2022Dec 31, 2022593-8.2%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q3 2022Sep 30, 2022606-11.7%Charles Schwab Form 10-Q, filed 2022-11-08 ↗

Cite this data

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

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