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

Schwab Charles has reported Securities - Held-to-maturity for 13 years, with the latest figure at $131.7 billion in Q1 2026.

• For the quarter ending Q1 2026, Securities - Held-to-maturity fell 8.44% year-over-year to $131.7 billion; the trailing twelve-month figure through Mar 2026 stood at $131.7 billion (down 8.44% YoY), and the FY2025 full-year result was $134.0 billion, down 8.52% from the prior year.
• Securities - Held-to-maturity for Q1 2026 stood at $131.7 billion, 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.
• Year-over-year, Securities - Held-to-maturity surged 68.65% in 2023 and slipped 8.81% in 2025.
• Tracing SCHW-PJ's Securities - Held-to-maturity over 5 years: stood at $173.1 billion in 2022, then dropped by 7.87% to $159.5 billion in 2023, then slipped by 8.15% to $146.5 billion in 2024, then decreased by 8.52% to $134.0 billion in 2025, then decreased by 1.72% to $131.7 billion in 2026.
• The last three Securities - Held-to-maturity figures came in at $131.7 billion (Q1 2026), $134.0 billion (Q4 2025), and $136.7 billion (Q3 2025), per Business Quant data.

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