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 simulated 12-month NIR change: +100 bps gradual shift (%)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
3.6%
Period ended Jun 30, 2026
Change on a year earlier
–
History
5 quarters
Since Q4 2024
Sources
3
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Simulated 12-month NIR change: +100 bps gradual shift (%) | Year on year | Source |
|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | 3.6% | – | Charles Schwab Form 10-Q, filed 2026-08-07 ↗ |
| Q1 2026 | Mar 31, 2026 | 3.5% | – | Charles Schwab Form 10-Q, filed 2026-05-08 ↗ |
| Q4 2025 | Dec 31, 2025 | 2.0% | -2.6 pts | Charles Schwab Form 10-Q, filed 2026-08-07 ↗ |
| Q3 2025 | Sep 30, 2025 | 4.6% | – | Charles Schwab Form 10-Q, filed 2025-11-07 ↗ |
| Q4 2024 | Dec 31, 2024 | 4.6% | – | Charles Schwab Form 10-Q, filed 2025-11-07 ↗ |
Cite this data
StockData. (2026). Schwab Charles Simulated 12-month NIR change: +100 bps gradual shift (%), quarterly Q4 2024–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/sim-up100
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.