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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 average interest-earning assets (Monthly Activity Report, $B)

Monthly figures from Schwab Charles's filings and investor materials

Latest, Sep 2026
453.50
Period ended Sep 30, 2026
Change on a year earlier
+8.0%
419.80 in Sep 2025
History
19 months
Since Mar 2025
Sources
3
Documents cited below

Monthly history

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

PeriodEndedAverage interest-earning assets (Monthly Activity Report, $B)Year on yearSource
Sep 2026Sep 30, 2026453.50+8.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2026Aug 31, 2026453.00+9.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jul 2026Jul 31, 2026449.90+8.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jun 2026Jun 30, 2026448.40+7.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
May 2026May 31, 2026442.00+5.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Apr 2026Apr 30, 2026444.60+3.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Mar 2026Mar 31, 2026436.80+2.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Feb 2026Feb 28, 2026434.20–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jan 2026Jan 31, 2026441.70–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Dec 2025Dec 31, 2025436.00–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Nov 2025Nov 30, 2025429.10–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Oct 2025Oct 31, 2025428.30–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Sep 2025Sep 30, 2025419.80–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2025Aug 31, 2025414.40–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jul 2025Jul 31, 2025416.70–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jun 2025Jun 30, 2025416.50–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗

Cite this data

StockData. (2026). Schwab Charles Average interest-earning assets (Monthly Activity Report, $B), monthly Mar 2025–Sep 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/nir-iea-monthly-b

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