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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 net growth / (decline) in client assets (quarterly)

Quarterly figures from Schwab Charles's filings and investor materials

Latest, Q3 2026
248.30
Period ended Sep 30, 2026
Change on a year earlier
-70.3%
836.60 in Q3 2025
History
38 quarters
Since Q2 2017
Sources
31
Documents cited below

Quarterly history

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

PeriodEndedTotal net growth / (decline) in client assets (quarterly)Year on yearSource
Q3 2026Sep 30, 2026248.30-70.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q2 2026Jun 30, 20261,317.00+59.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q1 2026Mar 31, 2026-135.10-21.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q4 2025Dec 31, 2025309.10+71.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q3 2025Sep 30, 2025836.60+63.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Q2 2025Jun 30, 2025827.60+186.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Q1 2025Mar 31, 2025-171.60-128.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-04-16 ↗
Q4 2024Dec 31, 2024180.80-73.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-01-21 ↗
Q3 2024Sep 30, 2024513.00-368.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-10-16 ↗
Q2 2024Jun 30, 2024289.10-33.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-07-18 ↗
Q1 2024Mar 31, 2024601.80+13.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-04-17 ↗
Q4 2023Dec 31, 2023692.10+70.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-10-15 ↗
Q3 2023Sep 30, 2023-191.30+1.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-10-15 ↗
Q2 2023Jun 30, 2023435.80-142.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-07-16 ↗
Q1 2023Mar 31, 2023530.20-292.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-04-15 ↗
Q4 2022Dec 31, 2022405.60-22.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-01-17 ↗

Cite this data

StockData. (2026). Schwab Charles Total net growth / (decline) in client assets (quarterly), quarterly Q2 2017–Q3 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/nna-net-growth

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