Schwab Charles (SCHW) Purchase of AFS Securities (2009 - 2026)
Schwab Charles (SCHW) recorded Purchase of AFS Securities of $8.76 billion in Q2 2026, up 968.3% from $820 million a year earlier and up 298.4% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Purchase of AFS Securities (2009 - 2026) Analysis & Trends
On a TTM basis, Schwab Charles' Purchase of AFS Securities came in at $17.57 billion as of Jun 30, 2026, up 386.0% year-over-year; for FY2025, it was $8.5 billion, up 184.5% from FY2024.
- Annual Purchase of AFS Securities has a five-year compound annual growth rate of -46.9% (FY2020 to FY2025).
- Across earlier years, Purchase of AFS Securities came in at $2.99 billion in FY2024 (+100.8%), $1.49 billion in FY2023 (-97.1%), $51.01 billion in FY2022 (-70.3%) and $171.73 billion in FY2021 (-15.1%).
- The Q2 2026 figure is the highest quarterly Purchase of AFS Securities since Q2 2022.
- On a year-over-year basis, Purchase of AFS Securities has increased for three consecutive quarters, with growth averaging 236.1% over the last eight quarters.
- Peak year-over-year performance for Purchase of AFS Securities in the last five years was growth of 968.3% in Q2 2026, against a decline of 97.3% in Q4 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $2.2 billion (Q1 2026), $5.75 billion (Q4 2025) and $859 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Purchase of AFS Securities (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 73.61 Bn |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | -69.51 Bn |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 7.20 Bn |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 25.10 Bn |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | - |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 32.96 Bn |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - | 502.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 502.00 Mn |
| Jun 30, 2026 | 8.76 Bn |
| Mar 31, 2026 | 2.20 Bn |
| Dec 31, 2025 | 5.75 Bn |
| Sep 30, 2025 | 859.00 Mn |
| Jun 30, 2025 | 820.00 Mn |
| Mar 31, 2025 | 1.07 Bn |
| Dec 31, 2024 | 736.00 Mn |
| Sep 30, 2024 | 992.00 Mn |
| Jun 30, 2024 | 735.00 Mn |
| Mar 31, 2024 | 523.00 Mn |
| Dec 31, 2023 | 712.00 Mn |
| Sep 30, 2023 | 775.00 Mn |
| Dec 31, 2022 | 1.11 Bn |
| Sep 30, 2022 | 3.44 Bn |
| Jun 30, 2022 | 15.74 Bn |
| Mar 31, 2022 | 30.71 Bn |
| Dec 31, 2021 | 41.62 Bn |
| Sep 30, 2021 | 47.97 Bn |
| Jun 30, 2021 | 40.48 Bn |
API Access
Schwab Charles Purchase 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=purchase-of-afs-securities&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "purchase-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=purchase-of-afs-securities&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();