Schwab Charles (SCHW) Maturities of AFS Securities (2009 - 2026)
Schwab Charles (SCHW) recorded Maturities of AFS Securities of $2.71 billion in Q2 2026, down 55.7% from $6.12 billion a year earlier but up 47.5% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Maturities of AFS Securities (2009 - 2026) Analysis & Trends
On a TTM basis, Schwab Charles' Maturities of AFS Securities came in at $12.61 billion as of Jun 30, 2026, down 53.5% year-over-year; for FY2025, it was $22.96 billion, down 10.3% from FY2024.
- Annual Maturities of AFS Securities has declined for four straight years, with a five-year compound annual growth rate of -18.3% (FY2020 to FY2025).
- Across earlier years, Maturities of AFS Securities came in at $25.59 billion in FY2024 (-29.9%), $36.51 billion in FY2023 (-26.9%), $49.94 billion in FY2022 (-47.4%) and $94.91 billion in FY2021 (+50.1%).
- Quarterly Maturities of AFS Securities has ranged from $1.84 billion in Q1 2026 to $26.28 billion in Q3 2021 over the past five years.
- On a year-over-year basis, Maturities of AFS Securities has declined for five consecutive quarters, with an average decline of 24.3% over the last eight quarters.
- Peak year-over-year performance for Maturities of AFS Securities in the last five years was growth of 51.0% in Q1 2025, against a decline of 79.0% in Q1 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at $1.84 billion (Q1 2026), $2.55 billion (Q4 2025) and $5.51 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Maturities of AFS Securities (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 10.12 Bn |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 21.35 Bn |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 6.75 Bn |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 813.00 Mn |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | - |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 6.74 Bn |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - | 3.04 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 3.04 Bn |
| Jun 30, 2026 | 2.71 Bn |
| Mar 31, 2026 | 1.84 Bn |
| Dec 31, 2025 | 2.55 Bn |
| Sep 30, 2025 | 5.51 Bn |
| Jun 30, 2025 | 6.12 Bn |
| Mar 31, 2025 | 8.77 Bn |
| Dec 31, 2024 | 6.01 Bn |
| Sep 30, 2024 | 6.24 Bn |
| Jun 30, 2024 | 7.54 Bn |
| Mar 31, 2024 | 5.81 Bn |
| Dec 31, 2023 | 4.92 Bn |
| Sep 30, 2023 | 11.41 Bn |
| Jun 30, 2023 | 12.87 Bn |
| Mar 31, 2023 | 7.31 Bn |
| Dec 31, 2022 | 9.44 Bn |
| Sep 30, 2022 | 11.97 Bn |
| Jun 30, 2022 | 11.64 Bn |
| Mar 31, 2022 | 16.89 Bn |
| Dec 31, 2021 | 21.38 Bn |
API Access
Schwab Charles Maturities of AFS Securities API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=maturities-of-afs-securities&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "maturities-of-afs-securities", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=maturities-of-afs-securities&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();