Schwab Charles (SCHW-PD) Assets (2009 - 2026)

Schwab Charles' Assets history runs 18 years deep, the most recent figure standing at $493.3 billion for Q1 2026.

• In Q1 2026, Assets rose 6.57% year-over-year to $493.3 billion; the TTM figure through Mar 2026 stood at $493.3 billion (up 6.57% YoY), while the FY2025 annual figure was $491.0 billion, up 2.32% from the prior year.
• Assets was $493.3 billion for Q1 2026 at Schwab Charles, roughly flat from $491.0 billion in the prior quarter.
• In the past five years, Assets ranged from a high of $681.0 billion in Q1 2022 to a low of $449.7 billion in Q2 2024.
• Historically, Assets has averaged $511.7 billion across 5 years, with a median of $491.0 billion in 2025.
• The sharpest annual moves came in 2022 and 2023: Assets climbed 20.85% in 2022, then dropped 21.35% in 2023.
• A 5-year view of Assets shows it stood at $551.8 billion in 2022, then dropped by 10.62% to $493.2 billion in 2023, then declined by 2.7% to $479.8 billion in 2024, then climbed by 2.32% to $491.0 billion in 2025, then rose by 0.47% to $493.3 billion in 2026.
• The last three Assets figures came in at $493.3 billion (Q1 2026), $491.0 billion (Q4 2025), and $465.3 billion (Q3 2025), per Business Quant data.