Schwab Charles (SCHW) Securities - Available for Sale (2009 - 2026)
Schwab Charles (SCHW) recorded Securities - Available for Sale of $62.47 billion in Q2 2026, down 7.6% from $67.61 billion a year earlier but up 2.3% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Securities - Available for Sale (2009 - 2026) Analysis & Trends
At the end of FY2025, Schwab Charles reported Securities - Available for Sale of $62.36 billion, down 24.9% from FY2024.
- Annual Securities - Available for Sale has declined for four straight years, with a five-year compound annual growth rate of -28.7% (FY2020 to FY2025).
- Across earlier years, Securities - Available for Sale came in at $82.99 billion in FY2024 (-22.9%), $107.65 billion in FY2023 (-27.2%), $147.87 billion in FY2022 (-62.1%) and $390.05 billion in FY2021 (+15.6%).
- Quarterly Securities - Available for Sale has ranged from $61.09 billion in Q1 2026 to $390.05 billion in Q4 2021 over the past five years.
- On a year-over-year basis, Securities - Available for Sale has declined for 18 consecutive quarters, with an average decline of 22.1% over the last eight quarters.
- Peak year-over-year performance for Securities - Available for Sale in the last five years was growth of 24.1% in Q3 2021, against a decline of 62.1% in Q4 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $61.09 billion (Q1 2026), $62.36 billion (Q4 2025) and $62.31 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Securities - Available for Sale (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 547.19 Bn |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 345.64 Bn |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 103.71 Bn |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 172.41 Bn |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | - |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 255.77 Bn |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - | 58.96 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 58.96 Bn |
| Jun 30, 2026 | 62.47 Bn |
| Mar 31, 2026 | 61.09 Bn |
| Dec 31, 2025 | 62.36 Bn |
| Sep 30, 2025 | 62.31 Bn |
| Jun 30, 2025 | 67.61 Bn |
| Mar 31, 2025 | 74.83 Bn |
| Dec 31, 2024 | 82.99 Bn |
| Sep 30, 2024 | 90.02 Bn |
| Jun 30, 2024 | 93.56 Bn |
| Mar 31, 2024 | 101.09 Bn |
| Dec 31, 2023 | 107.65 Bn |
| Sep 30, 2023 | 110.27 Bn |
| Jun 30, 2023 | 125.77 Bn |
| Mar 31, 2023 | 141.33 Bn |
| Dec 31, 2022 | 147.87 Bn |
| Sep 30, 2022 | 236.52 Bn |
| Jun 30, 2022 | 265.28 Bn |
| Mar 31, 2022 | 272.05 Bn |
| Dec 31, 2021 | 390.05 Bn |
API Access
Schwab Charles Securities - Available for Sale 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=securities-available-for-sale&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-available-for-sale", "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=securities-available-for-sale&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();