Schwab Charles (SCHW) Securities - Held-to-maturity: 2009-2025
Historic Securities - Held-to-maturity for Schwab Charles (SCHW) over the last 15 years, with Sep 2025 value amounting to $136.7 billion.
- Schwab Charles' Securities - Held-to-maturity fell 8.79% to $136.7 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $136.7 billion, marking a year-over-year decrease of 8.79%. This contributed to the annual value of $146.5 billion for FY2024, which is 8.15% down from last year.
- Schwab Charles' Securities - Held-to-maturity amounted to $136.7 billion in Q3 2025, which was down 2.14% from $139.7 billion recorded in Q2 2025.
- Over the past 5 years, Schwab Charles' Securities - Held-to-maturity peaked at $173.1 billion during Q4 2022, and registered a low of $96.3 billion during Q3 2022.
- In the last 3 years, Schwab Charles' Securities - Held-to-maturity had a median value of $153.2 billion in 2024 and averaged $153.1 billion.
- As far as peak fluctuations go, Schwab Charles' Securities - Held-to-maturity soared by 68.65% in 2023, and later dropped by 8.81% in 2025.
- Schwab Charles' Securities - Held-to-maturity (Quarterly) stood at $173.1 billion in 2022, then declined by 7.87% to $159.5 billion in 2023, then fell by 8.15% to $146.5 billion in 2024, then decreased by 8.79% to $136.7 billion in 2025.
- Its Securities - Held-to-maturity stands at $136.7 billion for Q3 2025, versus $139.7 billion for Q2 2025 and $143.8 billion for Q1 2025.