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Schwab Charles (SCHW) Securities - Held-to-maturity: 2009-2024

Historic Securities - Held-to-maturity for Schwab Charles (SCHW) over the last 14 years, with Dec 2024 value amounting to $146.5 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.
  • As of FY2024, Schwab Charles' Securities - Held-to-maturity stood at $146.5 billion, which was down 8.15% from $159.5 billion recorded in FY2023.
  • Schwab Charles' 5-year Securities - Held-to-maturity high stood at $173.1 billion for FY2022, and its period low was $146.5 billion during FY2024.
  • Over the past 3 years, Schwab Charles' median Securities - Held-to-maturity value was $159.5 billion (recorded in 2023), while the average stood at $159.7 billion.
  • Data for Schwab Charles' Securities - Held-to-maturity shows a maximum YoY dropped of 8.15% (in 2024) over the last 5 years.
  • Yearly analysis of 3 years shows Schwab Charles' Securities - Held-to-maturity stood at $173.1 billion in 2022, then declined by 7.87% to $159.5 billion in 2023, then declined by 8.15% to $146.5 billion in 2024.