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
DateValue
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