SCHW
Charles Schwab Corp
99.00$
-0.5%
vs. previous close
Closing price · As of: Sep 25, 2026
Statements
Balance Sheet
All figures as a percentage of total assets in the same period.
Tick rows to compare them in a chart (up to 4)
| Line item | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| 43.0% | 42.5% | 39.7% | 35.5% | 32.0% | 38.7% | 81.2% | 82.2% | 47.0% | 45.5% | 44.9% | 43.9% | |
| 7.3% | 6.5% | 4.8% | 5.8% | 9.4% | 10.0% | 7.3% | 9.4% | 7.3% | 8.8% | 8.8% | 9.4% | |
| 42.8% | 42.3% | 39.5% | 26.4% | 31.9% | 30.9% | 68.8% | 67.9% | 34.1% | 30.3% | 26.0% | 22.0% | |
| 10.8% | 10.1% | 8.4% | 9.1% | 7.8% | 7.9% | 12.4% | 14.3% | 12.9% | 15.3% | 18.9% | 21.9% | |
| 58.0% | 63.2% | 68.5% | 70.5% | – | 21.8% | 26.2% | 29.8% | 25.9% | – | – | – | |
| 0.7% | 0.6% | 0.6% | 0.6% | 0.6% | 0.7% | 0.5% | 0.6% | 0.8% | – | – | – | |
| 0.8% | 0.7% | 0.5% | 0.5% | 0.4% | 0.4% | 2.2% | 1.8% | 2.2% | 2.4% | 2.5% | 2.4% | |
| 0.1% | 0.1% | 0.1% | 0.0% | 0.1% | 0.0% | 1.8% | 1.4% | 1.6% | 1.7% | 1.6% | 1.5% | |
| 92.4% | 92.7% | 92.6% | 92.4% | 93.0% | 92.6% | 89.8% | 91.6% | 93.4% | 91.7% | 89.9% | 89.9% | |
| 91.2% | 91.2% | 91.4% | 90.4% | 90.7% | 13.3% | 19.0% | 88.7% | 89.6% | 84.0% | 82.7% | 82.8% | |
| 2.2% | 70.5% | 0.1% | 6.2% | 0.0% | 0.3% | 0.4% | 0.7% | 3.1% | 6.7% | 4.7% | 1.8% | |
| 23.5% | 19.5% | 17.1% | 13.4% | 11.7% | 13.3% | 19.0% | 18.8% | 17.7% | 18.5% | 23.9% | 28.9% | |
| 1.0% | 1.5% | 1.3% | 2.0% | 2.3% | 2.5% | 2.5% | 2.8% | 3.8% | 5.3% | 4.7% | 4.5% | |
| 7.6% | 7.3% | 7.4% | 7.6% | 7.0% | 7.4% | 10.2% | 8.4% | 6.6% | 8.3% | 10.1% | 10.1% | |
| 6.6% | 6.1% | 5.7% | 5.9% | 5.8% | 6.8% | 4.0% | 3.9% | 5.6% | 6.9% | 7.8% | 9.0% | |
| 0.9% | 0.7% | 0.6% | 0.6% | 0.5% | 0.4% | 0.3% | 0.3% | 0.3% | 0.4% | 0.4% | 0.4% |
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.