Other
12 months or more
Charles Schwab Corporation 12 months or more decreased by 3.6% to $54.15B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 24.6%, from $71.86B to $54.15B. Over 5 years (FY 2020 to FY 2025), 12 months or more shows an upward trend with a 39.6% CAGR.
Analysis
StatementBalance Sheet Statement
SectionOther
First reportedQ4 2018
Last reportedQ1 2026May 8, 2026
Metric ID:
other_debt_securities_available_for_sale_continuous_unre_52a0a6Historical Data
20 periods
| 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $9.17B | $21.25B | $40.94B | $57.58B | $55.83B | $84.53B | $65.94B | $114.35B | $119.61B | $108.64B | $105.50B | $98.99B | $91.63B | $88.26B | $81.23B | $71.86B | $64.47B | $59.72B | $56.20B | $54.15B |
| QoQ Change | — | +131.9% | +92.6% | +40.7% | -3.0% | +51.4% | -22.0% | +73.4% | +4.6% | -9.2% | -2.9% | -6.2% | -7.4% | -3.7% | -8.0% | -11.5% | -10.3% | -7.4% | -5.9% | -3.6% |
| YoY Change | — | — | — | — | +509.2% | +297.8% | +61.1% | +98.6% | +114.2% | +28.5% | +60.0% | -13.4% | -23.4% | -18.8% | -23.0% | -27.4% | -29.6% | -32.3% | -30.8% | -24.6% |
Range$9.17B – $119.61B
CAGR+45.3%
Avg YoY Growth+59.1%
Median YoY Growth-16.1%
Current Streak11 quarters decline
12 months or more at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's 12 months or more?
- Charles Schwab Corporation (SCHW) reported 12 months or more of $54.15B in Q1 2026.
- How has Charles Schwab Corporation's 12 months or more changed year-over-year?
- Charles Schwab Corporation's 12 months or more decreased by 24.6% year-over-year, from $71.86B to $54.15B.
- What is the long-term trend for Charles Schwab Corporation's 12 months or more?
- Over 5 years (2020 to 2025), Charles Schwab Corporation's 12 months or more has grown at a 39.6% compound annual growth rate (CAGR), from $10.60B to $56.20B.