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 (%)
Annual figures from Schwab Charles's filings and investor materials
Latest, 2025
4.1%
Period ended Dec 31, 2025
Change on a year earlier
-0.5 pts
4.6% in 2024
History
2 years
Since 2024
Sources
1
Charles Schwab Form 10-K, filed 2026-02-25
Annual 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 |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 4.1% | -0.5 pts | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2024 | Dec 31, 2024 | 4.6% | – | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
Cite this data
StockData. (2026). Schwab Charles Simulated 12-month NIR change: +100 bps gradual shift (%), annual 2024–2025 [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.