Schwab Charles (SCHW) Preferred Dividends & Other Adjustments (2012 - 2026)
Schwab Charles' Preferred Dividends & Other Adjustments was $119 million in Q2 2026, down 20.1% from $149 million a year earlier but up 45.1% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Preferred Dividends & Other Adjustments (2012 - 2026) Analysis & Trends
On a trailing twelve-month basis, Schwab Charles' Preferred Dividends & Other Adjustments was $374 million through Jun 30, 2026, down 24.3% year-over-year; for FY2025, it was $435 million, down 6.3% from FY2024.
- Preferred Dividends & Other Adjustments shows a five-year compound annual growth rate of 11.2% (FY2020 to FY2025).
- In earlier years, Preferred Dividends & Other Adjustments was $464 million in FY2024 (+11.0%), $418 million in FY2023 (-23.7%), $548 million in FY2022 (+10.7%) and $495 million in FY2021 (+93.4%).
- Quarterly Preferred Dividends & Other Adjustments has moved between $70 million (Q1 2023) and $149 million (Q2 2025) over five years.
- Compared with a year earlier, Preferred Dividends & Other Adjustments has declined for four straight quarters, with an average decline of 8.7% over the last eight quarters.
- The best year-over-year quarter for Preferred Dividends & Other Adjustments over five years was Q1 2024 (growth of 58.6%); the worst was Q1 2023 (a decline of 43.5%).
- Per Business Quant data, SCHW's Preferred Dividends & Other Adjustments in the three quarters before Q2 2026 was $82 million (Q1 2026), $92 million (Q4 2025) and $81 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Pref. Div. & Adj. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 369.00 Mn |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 392.00 Mn |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 158.00 Mn |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 172.00 Mn |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | - |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 248.00 Mn |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - | 95.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 95.00 Mn |
| Jun 30, 2026 | 119.00 Mn |
| Mar 31, 2026 | 82.00 Mn |
| Dec 31, 2025 | 92.00 Mn |
| Sep 30, 2025 | 81.00 Mn |
| Jun 30, 2025 | 149.00 Mn |
| Mar 31, 2025 | 113.00 Mn |
| Dec 31, 2024 | 123.00 Mn |
| Sep 30, 2024 | 109.00 Mn |
| Jun 30, 2024 | 121.00 Mn |
| Mar 31, 2024 | 111.00 Mn |
| Dec 31, 2023 | 119.00 Mn |
| Sep 30, 2023 | 108.00 Mn |
| Jun 30, 2023 | 121.00 Mn |
| Mar 31, 2023 | 70.00 Mn |
| Dec 31, 2022 | 147.00 Mn |
| Sep 30, 2022 | 136.00 Mn |
| Jun 30, 2022 | 141.00 Mn |
| Mar 31, 2022 | 124.00 Mn |
| Dec 31, 2021 | 131.00 Mn |
API Access
Schwab Charles Preferred Dividends & Other Adjustments 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=preferred-dividends-and-other-adjustments&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "preferred-dividends-and-other-adjustments", "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=preferred-dividends-and-other-adjustments&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();