Schwab Charles (SCHW-PD) Assets Average (2013 - 2026)
Schwab Charles (SCHW-PD) posted quarterly Assets Average of $492.2 billion for Q1 2026, up 4.41% year-over-year from $471.4 billion in Q1 2025, and up 2.93% on a QoQ basis from $478.1 billion in Q4 2025.
Schwab Charles (SCHW-PD) Assets Average (2013 - 2026) Analysis & Trends
Schwab Charles (SCHW-PD) has reported Assets Average for 14 consecutive years, with $492.2 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets Average rose 4.41% year-over-year to $492.2 billion; the TTM figure through Mar 2026 stood at $492.2 billion (up 4.41% YoY), while the FY2025 annual figure was $485.4 billion, changed 0.22% from the prior year.
- Assets Average came in at $492.2 billion for Q1 2026 at Schwab Charles, up from $478.1 billion in the prior quarter.
- The five-year high for Assets Average was $674.1 billion in Q1 2022, with the low at $457.9 billion in Q3 2024.
- Average Assets Average over 5 years is $516.8 billion, with a median of $484.2 billion recorded in 2023.
- Across the five-year window, Assets Average advanced 21.19% in 2022 and declined 20.59% in 2023, its largest moves.
- Year by year, Assets Average stood at $564.7 billion in 2022, then declined by 14.25% to $484.2 billion in 2023, then dropped by 2.32% to $472.9 billion in 2024, then climbed by 1.09% to $478.1 billion in 2025, then rose by 2.93% to $492.2 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $492.2 billion, $478.1 billion, and $462.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,500.84 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 1,934.75 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 41.81 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.66 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.24 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 79.62 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.15 Bn |
| 10 | Schwab Charles | - | - | - | 492.16 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 492.16 Bn |
| Dec 31, 2025 | 478.13 Bn |
| Sep 30, 2025 | 462.10 Bn |
| Jun 30, 2025 | 460.92 Bn |
| Mar 31, 2025 | 471.37 Bn |
| Dec 31, 2024 | 472.95 Bn |
| Sep 30, 2024 | 457.87 Bn |
| Jun 30, 2024 | 459.23 Bn |
| Mar 31, 2024 | 480.98 Bn |
| Dec 31, 2023 | 484.19 Bn |
| Sep 30, 2023 | 493.35 Bn |
| Jun 30, 2023 | 523.53 Bn |
| Mar 31, 2023 | 543.66 Bn |
| Dec 31, 2022 | 564.67 Bn |
| Sep 30, 2022 | 607.56 Bn |
| Jun 30, 2022 | 659.25 Bn |
| Mar 31, 2022 | 674.11 Bn |
| Dec 31, 2021 | 637.41 Bn |
| Sep 30, 2021 | 591.04 Bn |
| Jun 30, 2021 | 568.99 Bn |