Other

5-10 years

Charles Schwab Corporation 5-10 years decreased by 20.7% to $21.75B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 33.7%, from $32.78B to $21.75B.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalContext dependent
VolatilityStable
First reportedQ2 2022
Last reportedQ1 2026May 8, 2026

How to read this metric

An increase suggests a strategic move to capture longer-term yields, while a decrease may indicate a defensive stance against interest rate volatility.

Detailed definition

This is the total amortized cost of held-to-maturity debt securities that are scheduled to mature between five and ten y...

Peer comparison

Peer banks use this category to disclose the maturity profile of their long-term investment holdings.

Metric ID: other_debt_securities_held_to_maturity_amortized_cost_ex_28d311

Historical Data

12 periods
 Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q1 '26
Value$22.90B$23.22B$42.15B$41.87B$41.22B$39.47B$38.69B$37.04B$32.78B$29.66B$27.44B$21.75B
QoQ Change+1.4%+81.5%-0.7%-1.6%-4.2%-2.0%-4.3%-11.5%-9.5%-7.5%-20.7%
YoY Change+82.8%+77.5%-6.3%-7.6%-10.1%-17.0%-23.4%-25.9%-33.7%
Range$21.75B$42.15B
CAGR-1.9%
Avg YoY Growth+4.0%
Median YoY Growth-10.1%
Current Streak9 quarters decline

Frequently Asked Questions

What is Charles Schwab Corporation's 5-10 years?
Charles Schwab Corporation (SCHW) reported 5-10 years of $21.75B in Q1 2026.
How has Charles Schwab Corporation's 5-10 years changed year-over-year?
Charles Schwab Corporation's 5-10 years decreased by 33.7% year-over-year, from $32.78B to $21.75B.
What does 5-10 years mean?
The value of held-to-maturity debt investments maturing between five and ten years.