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 u.S. security brokers and dealers: total financial assets (Federal Reserve Z.1)
Quarterly figures from Schwab Charles's filings and investor materials
Latest, Q2 2026
7,241.80
Period ended Jun 30, 2026
Change on a year earlier
+20.3%
6,018.00 in Q2 2025
History
46 quarters
Since Q1 2015
Sources
1
Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q)
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
Breakdown
What makes up u.s. security brokers and dealers: total financial assets (federal reserve z.1)
- U.S. security brokers and dealers: total liabilities6,803.30 · Q2 2026
- U.S. security brokers and dealers: customer margin loans & receivables742.30 · Q2 2026
- U.S. security brokers and dealers: security repurchase (repo) assets2,076.60 · Q2 2026
- U.S. money market funds: total financial assets (Federal Reserve Z.1)8,441.40 · Q2 2026
Cite this data
StockData. (2026). Schwab Charles U.S. security brokers and dealers: total financial assets (Federal Reserve Z.1), quarterly Q1 2015–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/z1-bd-assets
See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.