Schwab Charles (SCHW-PD) Change in Net Loans (2012 - 2026)

Schwab Charles' quarterly Change in Net Loans came in at $3.0 billion in Q1 2026, up 56.69% year-on-year from $1.9 billion in Q1 2025, and down 31.04% quarter-over-quarter from $4.4 billion in Q4 2025.

Schwab Charles has reported Change in Net Loans for 13 years, with the latest figure at $3.0 billion in Q1 2026.

  • For the quarter ending Q1 2026, Change in Net Loans rose 56.69% year-over-year to $3.0 billion; the trailing twelve-month figure through Mar 2026 stood at $13.9 billion (up 118.35% YoY), and the FY2025 full-year result was $12.8 billion, up 167.54% from the prior year.
  • Change in Net Loans for Q1 2026 stood at $3.0 billion, down from $4.4 billion in the prior quarter.
  • The five-year high for Change in Net Loans was $4.4 billion in Q4 2025, with the low at -$521.0 million in Q1 2023.
  • Average Change in Net Loans over 5 years is $1.5 billion, with a median of $1.4 billion recorded in 2024.
  • Year-over-year, Change in Net Loans tumbled 120.9% in 2023 and surged 1849.47% in 2024.
  • Tracing SCHW-PD's Change in Net Loans over 5 years: stood at $135.0 million in 2022, then slipped by 29.63% to $95.0 million in 2023, then surged by 1849.47% to $1.9 billion in 2024, then jumped by 136.56% to $4.4 billion in 2025, then plunged by 31.04% to $3.0 billion in 2026.
  • The last three Change in Net Loans figures came in at $3.0 billion (Q1 2026), $4.4 billion (Q4 2025), and $3.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Net Loans (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 8.45 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 13.01 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 3.02 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -
5 Interactive Brokers 39.54 Bn 50.13 Bn - -
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn -
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - -
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -
9 Tradeweb Markets 21.29 Bn 20.04 Bn - -
10 Schwab Charles - - - 3.02 Bn

Historic Data

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DateValue
Mar 31, 2026 3.02 Bn
Dec 31, 2025 4.38 Bn
Sep 30, 2025 3.20 Bn
Jun 30, 2025 3.30 Bn
Mar 31, 2025 1.93 Bn
Dec 31, 2024 1.85 Bn
Sep 30, 2024 1.18 Bn
Jun 30, 2024 1.41 Bn
Mar 31, 2024 349.00 Mn
Dec 31, 2023 95.00 Mn
Sep 30, 2023 219.00 Mn
Jun 30, 2023 108.00 Mn
Mar 31, 2023 -521.00 Mn
Dec 31, 2022 135.00 Mn
Sep 30, 2022 823.00 Mn
Jun 30, 2022 2.34 Bn
Mar 31, 2022 2.49 Bn
Mar 31, 2019 81.00 Mn
Dec 31, 2018 43.00 Mn
Sep 30, 2018 -24.00 Mn
Jun 30, 2018 184.00 Mn
Mar 31, 2018 -74.00 Mn
Dec 31, 2017 242.00 Mn
Sep 30, 2017 411.00 Mn
Jun 30, 2017 284.00 Mn
Mar 31, 2017 134.00 Mn
Dec 31, 2016 503.00 Mn
Sep 30, 2016 238.00 Mn
Jun 30, 2016 223.00 Mn
Mar 31, 2016 139.00 Mn
Dec 31, 2015 117.00 Mn
Sep 30, 2015 231.00 Mn
Jun 30, 2015 411.00 Mn
Mar 31, 2015 221.00 Mn
Dec 31, 2014 344.00 Mn
Sep 30, 2014 212.00 Mn
Jun 30, 2014 289.00 Mn
Mar 31, 2014 171.00 Mn
Dec 31, 2013 319.00 Mn
Sep 30, 2013 339.00 Mn
Jun 30, 2013 446.00 Mn
Mar 31, 2013 530.00 Mn
Dec 31, 2012 660.00 Mn
Sep 30, 2012 256.00 Mn