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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 net market gains / (losses) on client assets (quarterly)

Quarterly figures from Schwab Charles's filings and investor materials

Latest, Q3 2026
55.90
Period ended Sep 30, 2026
Change on a year earlier
-92.0%
702.20 in Q3 2025
History
43 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

PeriodEndedNet market gains / (losses) on client assets (quarterly)Year on yearSource
Q3 2026Sep 30, 202655.90-92.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q2 2026Jun 30, 20261,198.30+58.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q1 2026Mar 31, 2026-275.00-9.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q4 2025Dec 31, 2025150.90+108.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q3 2025Sep 30, 2025702.20+66.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q2 2025Jun 30, 2025754.00+250.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Q1 2025Mar 31, 2025-304.00-159.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-04-16 ↗
Q4 2024Dec 31, 202472.40-88.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-01-21 ↗
Q3 2024Sep 30, 2024422.20-276.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-10-16 ↗
Q2 2024Jun 30, 2024214.90-40.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-07-18 ↗
Q1 2024Mar 31, 2024513.60+35.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-04-17 ↗
Q4 2023Dec 31, 2023625.80+125.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-01-21 ↗
Q3 2023Sep 30, 2023-239.50-20.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-10-15 ↗
Q2 2023Jun 30, 2023363.80-133.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-07-16 ↗
Q1 2023Mar 31, 2023379.50-195.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-04-15 ↗
Q4 2022Dec 31, 2022277.20-28.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-01-17 ↗

Cite this data

StockData. (2026). Schwab Charles Net market gains / (losses) on client assets (quarterly), quarterly Q1 2016–Q3 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/nna-mkt-gains

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