Schwab Charles (SCHW-PD) Securities - Held-to-maturity (2012 - 2026)

Schwab Charles (SCHW-PD) has reported Securities - Held-to-maturity for 13 consecutive years, with $131.7 billion the latest figure, recorded in Q1 2026.

• In Q1 2026, Securities - Held-to-maturity fell 8.44% year-over-year to $131.7 billion; the TTM figure through Mar 2026 stood at $131.7 billion (down 8.44% YoY), while the FY2025 annual figure was $134.0 billion, down 8.52% from the prior year.
• Securities - Held-to-maturity came in at $131.7 billion for Q1 2026 at Schwab Charles, down from $134.0 billion in the prior quarter.
• The five-year high for Securities - Held-to-maturity was $173.1 billion in Q4 2022, with the low at $96.3 billion in Q3 2022.
• Average Securities - Held-to-maturity over 5 years is $142.6 billion, with a median of $146.5 billion recorded in 2024.
• Across the five-year window, Securities - Held-to-maturity soared 68.65% in 2023 and dropped 8.81% in 2025, its largest moves.
• Year by year, Securities - Held-to-maturity stood at $173.1 billion in 2022, then fell by 7.87% to $159.5 billion in 2023, then declined by 8.15% to $146.5 billion in 2024, then dropped by 8.52% to $134.0 billion in 2025, then dropped by 1.72% to $131.7 billion in 2026.
• According to Business Quant data, Securities - Held-to-maturity over the past three periods registered $131.7 billion, $134.0 billion, and $136.7 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.