Other

Fixed-Rate Obligation IDA Balance

Charles Schwab Corporation Fixed-Rate Obligation IDA Balance remained flat by 0.0% to $59.60B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 8.2%, from $64.90B to $59.60B. Over 3 years (FY 2022 to FY 2025), Fixed-Rate Obligation IDA Balance shows a downward trend with a -18.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ4 2022
Last reportedQ1 2026May 8, 2026
Metric ID: ida_balance_fixed_rate

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$108.50B$104.30B$96.40B$88.70B$83.70B$79.20B$74.80B$70.20B$66.60B$64.90B$63.70B$59.70B$59.60B$59.60B
QoQ Change—-3.9%-7.6%-8.0%-5.6%-5.4%-5.6%-6.1%-5.1%-2.6%-1.8%-6.3%-0.2%+0.0%
YoY Change————-22.9%-24.1%-22.4%-20.9%-20.4%-18.1%-14.8%-15.0%-10.5%-8.2%
Range$59.60B – $108.50B
CAGR-16.8%
Avg YoY Growth-17.7%
Median YoY Growth-19.2%

Frequently Asked Questions

What is Charles Schwab Corporation's fixed-rate obligation ida balance?
Charles Schwab Corporation (SCHW) reported fixed-rate obligation ida balance of $59.60B in Q1 2026.
How has Charles Schwab Corporation's fixed-rate obligation ida balance changed year-over-year?
Charles Schwab Corporation's fixed-rate obligation ida balance decreased by 8.2% year-over-year, from $64.90B to $59.60B.
What is the long-term trend for Charles Schwab Corporation's fixed-rate obligation ida balance?
Over 3 years (2022 to 2025), Charles Schwab Corporation's fixed-rate obligation ida balance has grown at a -18.1% compound annual growth rate (CAGR), from $108.50B to $59.60B.