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Non-Current Assets

Charles Schwab Corporation·Balance Sheet Statement·10 metrics

Breakdown

MetricQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Total assets$449.7B$466.1B$479.8B$462.9B$458.9B$465.3B$491B$493.3B
Held-to-maturity securities$153.2B$149.9B$146.5B$143.8B$139.7B$136.7B$134B$131.7B
Pledged Assets - Fair Value$30.4B$41.2B$42.1B$44B$56.7B$75.9B$79.3B$91.7B
Held-to-Maturity Debt Securities - Fair Value$93.4B$94.1B$132.6B$87.5B$84.3B$81.4B$126.1B$73.9B
Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4$42.2B$43.3B$45.2B$47.1B$50.4B$53.6B$58B$60.9B
Other Assets$17.4B$17.2B$14B$13.5B$13.7B$13.4B$13.6B$14.1B
Goodwill$12B$12B$12B$12B$12B$12B$12B$12.3B
Other intangible assets—net$8B$7.9B$7.7B$7.6B$7.5B$7.4B$7.2B$7.4B
Property, plant and equipment, net$3.4B$3.3B$3.3B$3.3B$3.2B$3.1B$3.1B$3.1B
Allowance for credit losses$20M$20M$21M$21M$22M$22M$36M$36M

Metrics

Allowance for credit losses

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Held-to-maturity securities

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Goodwill

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Held-to-Maturity Debt Securities - Fair Value

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Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4

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Other intangible assets—net

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Other Assets

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Property, plant and equipment, net

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Pledged Assets - Fair Value

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Total assets

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