SCHW
Charles Schwab Corp
96.80$
-1.2%
vs. previous close
Closing price · As of: Oct 6, 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 | 1996 | 1997 | 1998 | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 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% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| 97.2% | 97.6% | 98.0% | 98.9% | 95.7% | 95.8% | 96.3% | 95.8% | 96.0% | 98.4% | 98.8% | 98.4% | 54.2% | 47.5% | 17.9% | 39.5% | 54.8% | 51.8% | 43.0% | 42.5% | 39.7% | 35.5% | 32.0% | 38.7% | 81.2% | 82.2% | 47.0% | 45.5% | 44.9% | 43.9% | |
| 4.6% | 4.8% | 5.2% | 8.9% | 12.8% | 10.9% | 7.8% | 6.2% | 5.9% | 4.0% | 9.2% | 16.0% | 10.5% | 35.3% | 5.3% | 8.0% | 9.5% | 5.4% | 7.3% | 6.5% | 4.8% | 5.8% | 9.4% | 10.0% | 7.3% | 9.4% | 7.3% | 8.8% | 8.8% | 9.4% | |
| 4.6% | 4.8% | 5.2% | 7.1% | 8.7% | 10.9% | 7.8% | 6.2% | 5.9% | 4.9% | 9.2% | 16.0% | 38.9% | 35.3% | 5.3% | 8.0% | 44.0% | 41.3% | 42.8% | 42.3% | 39.5% | 26.4% | 31.9% | 30.9% | 68.8% | 67.9% | 34.1% | 30.3% | 26.0% | 22.0% | |
| 38.1% | 48.7% | 44.8% | 59.9% | 43.7% | 24.9% | 17.8% | 19.9% | 21.9% | 24.6% | 23.6% | 30.8% | 15.3% | 12.2% | 12.6% | 10.8% | 10.7% | 10.4% | 10.8% | 10.1% | 8.4% | 9.1% | 7.8% | 7.9% | 12.4% | 14.3% | 12.9% | 15.3% | 18.9% | 21.9% | |
| – | – | – | – | 4.2% | 4.2% | 4.3% | 8.8% | 11.4% | 14.6% | 13.1% | 19.5% | 29.7% | 39.7% | 45.7% | -0.6% | 48.6% | 57.4% | 58.0% | 63.2% | 68.5% | 70.5% | – | 21.8% | 26.2% | 29.8% | 25.9% | – | – | – | |
| – | – | – | – | 3.0% | 2.6% | 2.2% | 2.1% | 1.9% | 1.7% | 1.2% | 1.5% | 1.3% | 0.8% | 0.7% | 0.6% | 0.5% | 0.5% | 0.7% | 0.6% | 0.6% | 0.6% | 0.6% | 0.7% | 0.5% | 0.6% | 0.8% | – | – | – | |
| – | – | – | – | 1.3% | 1.6% | 1.5% | 19.9% | 21.9% | 1.7% | 0.9% | 1.2% | 1.0% | 0.7% | 0.7% | 1.1% | 0.9% | 0.9% | 0.8% | 0.7% | 0.5% | 0.5% | 0.4% | 0.4% | 2.2% | 1.8% | 2.2% | 2.4% | 2.5% | 2.4% | |
| 38.1% | 48.7% | 44.8% | 59.9% | 43.7% | 24.9% | 17.8% | 2.1% | 2.0% | 0.3% | 0.9% | 1.3% | 1.1% | 0.7% | 0.7% | 0.3% | 0.2% | 0.2% | 0.1% | 0.1% | 0.1% | 0.0% | 0.1% | 0.0% | 1.8% | 1.4% | 1.6% | 1.7% | 1.6% | 1.5% | |
| 93.8% | 93.1% | 93.6% | 108.4% | 88.9% | 89.7% | 89.9% | 90.3% | 90.7% | 90.9% | 89.8% | 91.0% | 92.1% | 93.3% | 93.3% | 92.7% | 92.8% | 92.8% | 92.4% | 92.7% | 92.6% | 92.4% | 93.0% | 92.6% | 89.8% | 91.6% | 93.4% | 91.7% | 89.9% | 89.9% | |
| 91.7% | 90.9% | 92.0% | 14.8% | 86.9% | 87.9% | 88.3% | 88.6% | 25.0% | 16.2% | 22.5% | 32.6% | 49.1% | 53.3% | 91.1% | 90.8% | 91.6% | 91.4% | 91.2% | 91.2% | 91.4% | 90.4% | 90.7% | 13.3% | 19.0% | 88.7% | 89.6% | 84.0% | 82.7% | 82.8% | |
| – | – | – | 0.5% | 0.9% | 1.4% | 1.3% | 2.2% | 1.4% | 1.4% | – | – | – | – | – | – | – | – | 2.2% | 70.5% | 0.1% | 6.2% | 0.0% | 0.3% | 0.4% | 0.7% | 3.1% | 6.7% | 4.7% | 1.8% | |
| – | – | – | – | 70.2% | 68.8% | 70.2% | 65.1% | 60.7% | 55.1% | 45.1% | 52.4% | 41.3% | 89.4% | 34.8% | 33.6% | 31.0% | 25.6% | 23.5% | 19.5% | 17.1% | 13.4% | 11.7% | 13.3% | 19.0% | 18.8% | 17.7% | 18.5% | 23.9% | 28.9% | |
| – | – | – | – | 1.9% | 1.5% | 1.4% | 1.5% | 1.1% | 1.1% | 0.7% | 2.1% | 1.7% | 2.0% | 2.2% | 1.8% | 1.2% | 1.3% | 1.0% | 1.5% | 1.3% | 2.0% | 2.3% | 2.5% | 2.5% | 2.8% | 3.8% | 5.3% | 4.7% | 4.5% | |
| 6.2% | 6.9% | 6.4% | 7.8% | 11.1% | 10.3% | 10.1% | 9.7% | 9.3% | 9.4% | 10.2% | 8.8% | 7.9% | 6.7% | 6.7% | 7.1% | 7.2% | 7.2% | 7.6% | 7.3% | 7.4% | 7.6% | 7.0% | 7.4% | 10.2% | 8.4% | 6.6% | 8.3% | 10.1% | 10.1% | |
| 5.2% | 5.8% | 5.6% | 7.3% | 7.1% | 6.9% | 7.0% | 6.8% | 6.9% | 8.2% | 10.0% | 13.6% | 13.0% | 9.6% | 8.0% | 7.3% | 6.4% | 6.4% | 6.6% | 6.1% | 5.7% | 5.9% | 5.8% | 6.8% | 4.0% | 3.9% | 5.6% | 6.9% | 7.8% | 9.0% | |
| 8.9% | 7.4% | 5.5% | 4.7% | 3.7% | 3.5% | 3.5% | 3.0% | 2.9% | 2.8% | 2.6% | 2.9% | 2.2% | 1.5% | 1.3% | 1.1% | 1.0% | 0.9% | 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: October 6, 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.