Every 10-Q that The Charles Schwab Corporation (SCHW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SCHW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SCHW filings page.
The Charles Schwab Corporation reported Q2 2026 net income of $2.8 billion on total net revenues of $7.1 billion, up 32% and 21% from Q2 2025. Diluted EPS rose to $1.54 (up 43%), pre-tax profit margin was 51.9%, and annualized return on common equity reached 25%.
Client activity remained strong: total client assets were $13.08 trillion (22% higher year-over-year), with Q2 net new client assets of $118.7 billion and 1.4 million new brokerage accounts. Daily average trades climbed 57% to 11.9 million, lifting trading revenue 28%; net interest revenue grew 19% as net interest margin improved to 3.00%.
Schwab closed the $636 million acquisition of Forge Global Holdings, adding private-market capabilities, and began rolling out a spot crypto trading offering for bitcoin and ether. The company repurchased $3.4 billion of common stock in the first half, raised its dividend 19% to $0.32 per share, and ended Q2 with a consolidated Tier 1 leverage ratio of 8.7% and an adjusted ratio of 6.8%, within its stated operating objective.
The Charles Schwab Corporation reported strong results for the quarter ended March 31, 2026, driven by higher client activity and lending. Total net revenues rose 16% to $6.5B, while net income increased 30% to $2.5B. Diluted EPS grew 38% to $1.37, and adjusted diluted EPS reached $1.43. Client assets were $11.77T, up 19% year over year, with core net new assets of $140.0B and daily average trades of 9.9 million, a 34% increase.
Net interest revenue rose 16% to $3.1B on strong margin and bank lending and lower wholesale funding costs. Asset management and administration fees grew 15% to $1.8B, and trading revenue increased 20% to $1.1B. Expenses excluding interest rose only 5% to $3.3B, lifting the pre-tax profit margin to 49.2%. Return on average common equity improved to 23%, and return on tangible common equity reached 40%.
Schwab completed the $636M acquisition of Forge Global Holdings, Inc., adding a private markets platform. The company also repurchased $2.4B of common stock, increased its quarterly dividend by 19% to $0.32 per share, and maintained a consolidated Tier 1 leverage ratio of 8.9% with an adjusted Tier 1 leverage ratio of 6.8%.
The Charles Schwab Corporation reported strong Q3 results in its 10-Q. Total net revenues were $6,135 million, up 27% year over year, while expenses excluding interest rose 4% to $3,114 million. Net income increased 67% to $2,358 million and diluted EPS reached $1.26, up 77%. The pre-tax profit margin expanded to 49.2% from 38.0%.
Growth was fueled by robust client activity. Net new client assets were $134.4 billion, up 48%, and core net new assets were $137.5 billion, up 44%. Client assets ended the quarter at $11,593.9 billion, up 17%, with average client assets of $11,151.9 billion, up 16%. New brokerage accounts were 1,143 thousand, up 18%, and active brokerage accounts reached 37,963 thousand, up 6%.
For the first nine months, revenues rose 23% to $17,585 million and net income grew 56% to $6,393 million. Management highlighted improved investor sentiment, record equity market levels, and a 25 bps federal funds rate cut in September as part of the operating backdrop.
The Charles Schwab Corporation reported strong results for the quarter ended June 30, 2025, driven by asset gathering, trading activity, and improved funding costs. Net income was $2.13 billion in the quarter, up 60% year-over-year, and diluted EPS was $1.08, up 64%. Total net revenues rose 25% to $5.85 billion as net interest revenue increased to $2.82 billion (+31%), asset management fees reached $1.57 billion (+14%), and trading revenue was $952 million (+23%). Client assets totaled $10.76 trillion at quarter end, up 14% year-over-year, with core net new client assets of $80.3 billion in the quarter.
Schwab reduced bank supplemental funding by $22.2 billion in the first six months of 2025 and had $27.7 billion outstanding at June 30, 2025. Expenses excluding interest increased modestly to $3.05 billion. The consolidated Tier 1 Leverage Ratio was 9.8% and average LCR was 143%. Company disclosures note sensitivity to interest-rate changes and that EVE shows greater exposure to rate decreases.