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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 — net of allowance ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
66,996
Period ended Jun 30, 2026
Change on a year earlier
+32.9%
50,405 in Q2 2025
History
42 quarters
Since Q1 2016
Sources
35
Documents cited below

Quarterly history

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

PeriodEndedTotal bank loans — net of allowance ($M)Year on yearSource
Q2 2026Jun 30, 202666,996+32.9%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 202660,872+29.2%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 202557,955+28.2%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q3 2025Sep 30, 202553,570+23.7%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 202550,405+19.5%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2025Mar 31, 202547,121+15.5%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2024Dec 31, 202445,215+11.8%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q3 2024Sep 30, 202443,311+7.4%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2024Jun 30, 202442,182+5.3%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2024Mar 31, 202440,783+2.0%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2023Dec 31, 202340,439-0.2%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q3 2023Sep 30, 202340,327-0.1%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q2 2023Jun 30, 202340,061+1.3%Charles Schwab Form 10-Q, filed 2023-08-08 ↗
Q1 2023Mar 31, 202339,964+7.4%Charles Schwab Form 10-Q, filed 2023-05-08 ↗
Q4 2022Dec 31, 202240,505+16.9%Charles Schwab Form 10-Q, filed 2023-11-08 ↗
Q3 2022Sep 30, 202240,379+27.9%Charles Schwab Form 10-Q, filed 2022-11-08 ↗

Cite this data

StockData. (2026). Schwab Charles Total bank loans — net of allowance ($M), quarterly Q1 2016–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/loans-net

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