Schwab Charles (SCHW-PD) Assets Average (2013 - 2026)

Schwab Charles' Assets Average history runs 14 years deep, the most recent figure standing at $492.2 billion for 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 was $492.2 billion for Q1 2026 at Schwab Charles, up from $478.1 billion in the prior quarter.
• In the past five years, Assets Average ranged from a high of $674.1 billion in Q1 2022 to a low of $457.9 billion in Q3 2024.
• Historically, Assets Average has averaged $516.8 billion across 5 years, with a median of $484.2 billion in 2023.
• The sharpest annual moves came in 2022 and 2023: Assets Average increased 21.19% in 2022, then decreased 20.59% in 2023.
• A 5-year view of Assets Average shows it stood at $564.7 billion in 2022, then decreased by 14.25% to $484.2 billion in 2023, then retreated by 2.32% to $472.9 billion in 2024, then rose by 1.09% to $478.1 billion in 2025, then climbed by 2.93% to $492.2 billion in 2026.
• The last three Assets Average figures came in at $492.2 billion (Q1 2026), $478.1 billion (Q4 2025), and $462.1 billion (Q3 2025), per Business Quant data.