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 $152.27BP/E 16.0Yield 1.23%
Schwab Charles maturing in Year 3 ($M)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
5,268
Period ended Jun 30, 2026
Change on a year earlier
+170.2%
1,950 in Q2 2025
History
27 quarters
Since Q4 2019
Sources
27
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Maturing in Year 3 ($M) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 5,268 | +170.2% | SCHW Form 10-Q (2026-08-07) ↗ |
| Q1 2026 | Mar 31, 2026 | 4,200 | +115.4% | SCHW Form 10-Q (2026-05-08) ↗ |
| Q4 2025 | Dec 31, 2025 | 1,950 | -43.7% | SCHW Form 10-K (2026-02-25) ↗ |
| Q3 2025 | Sep 30, 2025 | 1,950 | -43.7% | SCHW Form 10-Q (2025-11-07) ↗ |
| Q2 2025 | Jun 30, 2025 | 1,950 | -43.7% | SCHW Form 10-Q (2025-08-08) ↗ |
| Q1 2025 | Mar 31, 2025 | 1,950 | -43.7% | SCHW Form 10-Q (2025-05-09) ↗ |
| Q4 2024 | Dec 31, 2024 | 3,463 | -15.8% | SCHW Form 10-K (2025-02-26) ↗ |
| Q3 2024 | Sep 30, 2024 | 3,463 | -15.5% | SCHW Form 10-Q (2024-11-08) ↗ |
| Q2 2024 | Jun 30, 2024 | 3,463 | +11.7% | SCHW Form 10-Q (2024-08-08) ↗ |
| Q1 2024 | Mar 31, 2024 | 3,463 | +11.7% | SCHW Form 10-Q (2024-05-09) ↗ |
| Q4 2023 | Dec 31, 2023 | 4,112 | +83.8% | SCHW Form 10-K (2024-02-23) ↗ |
| Q3 2023 | Sep 30, 2023 | 4,100 | +83.3% | SCHW Form 10-Q (2023-11-08) ↗ |
| Q2 2023 | Jun 30, 2023 | 3,100 | +38.6% | SCHW Form 10-Q (2023-08-08) ↗ |
| Q1 2023 | Mar 31, 2023 | 3,100 | +38.6% | SCHW Form 10-Q (2023-05-08) ↗ |
| Q4 2022 | Dec 31, 2022 | 2,237 | -39.1% | SCHW Form 10-K (2023-02-24) ↗ |
| Q3 2022 | Sep 30, 2022 | 2,237 | -39.1% | SCHW Form 10-Q (2022-11-08) ↗ |
| Q2 2022 | Jun 30, 2022 | 2,237 | -39.1% | SCHW Form 10-Q (2022-08-08) ↗ |
| Q1 2022 | Mar 31, 2022 | 2,237 | +169.8% | SCHW Form 10-Q (2022-05-09) ↗ |
| Q4 2021 | Dec 31, 2021 | 3,673 | +358.0% | SCHW Form 10-K (2022-02-24) ↗ |
| Q3 2021 | Sep 30, 2021 | 3,673 | +1,334.8% | SCHW Form 10-Q (2021-11-08) ↗ |
| Q2 2021 | Jun 30, 2021 | 3,673 | +1,334.8% | SCHW Form 10-Q (2021-08-06) ↗ |
| Q1 2021 | Mar 31, 2021 | 829 | +223.8% | SCHW Form 10-Q (2021-05-07) ↗ |
| Q4 2020 | Dec 31, 2020 | 802 | +213.3% | SCHW Form 10-K (2021-02-24) ↗ |
| Q3 2020 | Sep 30, 2020 | 256 | – | SCHW Form 10-Q (2020-11-09) ↗ |
| Q2 2020 | Jun 30, 2020 | 256 | – | SCHW Form 10-Q (2020-08-07) ↗ |
| Q1 2020 | Mar 31, 2020 | 256 | – | SCHW Form 10-Q (2020-05-08) ↗ |
| Q4 2019 | Dec 31, 2019 | 256 | – | SCHW Form 10-K (2020-02-26) ↗ |
Cite this data
StockData. (2026). Schwab Charles Maturing in Year 3 ($M), quarterly Q4 2019–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/ltd-mat-y3
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.