Discontinued — last reported Q2 '24
Charles Schwab Corporation AFS Securities decreased by 6.5% to $62.36B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 24.9%, from $82.99B to $62.36B. Over 5 years (FY 2020 to FY 2025), AFS Securities shows a downward trend with a -28.7% CAGR.
An increase reflects capital allocation toward investment portfolios, while a decrease may signal portfolio rebalancing or asset liquidation.
Available-for-sale securities are debt or equity investments that are not classified as trading or held-to-maturity, and...
Common in the investment portfolios of banks and insurance companies.
fin_afs_securities| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $35.15B | $36.32B | $390.05B | $57.80B | $58.13B | $47.53B | $147.87B | $43.77B | $41.31B | $122.13B | $107.65B | $109.67B | $101.91B | $95.89B | $82.99B | $80.50B | $72.60B | $66.69B | $62.36B |
| QoQ Change | — | +3.3% | +973.9% | -85.2% | +0.6% | -18.2% | +211.1% | -70.4% | -5.6% | +195.7% | -11.9% | +1.9% | -7.1% | -5.9% | -13.4% | -3.0% | -9.8% | -8.1% | -6.5% |
| YoY Change | — | — | — | — | +65.4% | +30.9% | -62.1% | -24.3% | -28.9% | +157.0% | -27.2% | +150.6% | +146.7% | -21.5% | -22.9% | -26.6% | -28.8% | -30.4% | -24.9% |
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