Schwab Charles (SCHW) Sale and Maturity of Investments - Total (2009 - 2026)
Schwab Charles' Sale and Maturity of Investments - Total came in at $10.48 billion for Q2 2026, down 22.6% from $13.55 billion a year earlier but up 54.4% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Sale and Maturity of Investments - Total (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Schwab Charles reported Sale and Maturity of Investments - Total of $38.36 billion, down 23.1% year-over-year; for FY2025, it came in at $48.87 billion, up 8.1% from FY2024.
- Sale and Maturity of Investments - Total carries a five-year compound annual growth rate of -6.4% (FY2020 to FY2025).
- Going back by year, Sale and Maturity of Investments - Total was $45.23 billion in FY2024 (-26.9%), $61.88 billion in FY2023 (-31.7%), $90.58 billion in FY2022 (-16.3%) and $108.22 billion in FY2021 (+59.0%).
- The five-year range for quarterly Sale and Maturity of Investments - Total is $6.79 billion (Q1 2026) to $29.92 billion (Q1 2022).
- Year-over-year, Sale and Maturity of Investments - Total has declined for four consecutive quarters, with an average decline of 10.9% over the last eight quarters.
- The fastest year-over-year change in Sale and Maturity of Investments - Total over five years came in Q3 2021 (growth of 34.3%), and the weakest in Q1 2023 (a decline of 59.4%).
- Business Quant data shows SCHW's Sale and Maturity of Investments - Total at $6.79 billion (Q1 2026), $10.08 billion (Q4 2025) and $11 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 7.46 Bn |
| Jun 30, 2026 | 10.63 Bn |
| Mar 31, 2026 | 6.97 Bn |
| Dec 31, 2025 | 10.25 Bn |
| Sep 30, 2025 | 11.17 Bn |
| Jun 30, 2025 | 13.72 Bn |
| Mar 31, 2025 | 14.43 Bn |
| Dec 31, 2024 | 11.01 Bn |
| Sep 30, 2024 | 11.46 Bn |
| Jun 30, 2024 | 12.52 Bn |
| Mar 31, 2024 | 11.04 Bn |
| Dec 31, 2023 | 11.11 Bn |
| Sep 30, 2023 | 20.27 Bn |
| Jun 30, 2023 | 18.98 Bn |
| Mar 31, 2023 | 12.34 Bn |
| Dec 31, 2022 | 13.82 Bn |
| Sep 30, 2022 | 26.60 Bn |
| Jun 30, 2022 | 21.13 Bn |
| Mar 31, 2022 | 30.40 Bn |
| Dec 31, 2021 | 23.91 Bn |
API Access
Schwab Charles Sale and Maturity of Investments - Total 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=sale-and-maturity-of-investments-total&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "sale-and-maturity-of-investments-total", "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=sale-and-maturity-of-investments-total&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();