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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 principal transactions revenue (10-Q / 10-K) ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
63
Period ended Jun 30, 2026
Change on a year earlier
+14.5%
55 in Q2 2025
History
14 quarters
Since Q1 2023
Sources
9
Documents cited below

Quarterly history

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

PeriodEndedPrincipal transactions revenue (10-Q / 10-K) ($M)Year on yearSource
Q2 2026Jun 30, 202663+14.5%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 202640+17.6%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 202553-3.6%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2025Sep 30, 2025520.0%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 202555+48.6%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2025Mar 31, 202534-34.6%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2024Dec 31, 202455-27.6%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2024Sep 30, 202452+6.1%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2024Jun 30, 202437-15.9%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2024Mar 31, 202452-7.1%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2023Dec 31, 202376–Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2023Sep 30, 202349–Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2023Jun 30, 202344–Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2023Mar 31, 202356–Charles Schwab Form 10-Q, filed 2024-05-09 ↗

Cite this data

StockData. (2026). Schwab Charles Principal transactions revenue (10-Q / 10-K) ($M), quarterly Q1 2023–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/trad-principal

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