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

Schwab Charles' Equity Average history runs 14 years deep, the most recent figure standing at $49.3 billion for Q1 2026.

• In Q1 2026, Equity Average rose 0.79% year-over-year to $49.3 billion; the TTM figure through Mar 2026 stood at $49.3 billion (up 0.79% YoY), while the FY2025 annual figure was $48.9 billion, up 9.48% from the prior year.
• Equity Average was $49.3 billion for Q1 2026 at Schwab Charles, roughly flat from $49.4 billion in the prior quarter.
• In the past five years, Equity Average ranged from a high of $52.2 billion in Q1 2022 to a low of $36.5 billion in Q1 2023.
• Historically, Equity Average has averaged $44.2 billion across 5 years, with a median of $45.6 billion in 2024.
• The sharpest annual moves came in 2022 and 2024: Equity Average plunged 35.23% in 2022, then grew 21.67% in 2024.
• A 5-year view of Equity Average shows it stood at $36.8 billion in 2022, then increased by 6.92% to $39.4 billion in 2023, then climbed by 21.4% to $47.8 billion in 2024, then rose by 3.37% to $49.4 billion in 2025, then slipped by 0.15% to $49.3 billion in 2026.
• The last three Equity Average figures came in at $49.3 billion (Q1 2026), $49.4 billion (Q4 2025), and $49.4 billion (Q3 2025), per Business Quant data.