Schwab Charles (SCHW-PD) Equity Average (2013 - 2026)
Schwab Charles' quarterly Equity Average came in at $49.3 billion in Q1 2026, up 0.79% year-on-year from $48.9 billion in Q1 2025, and little changed quarter-over-quarter from $49.4 billion in Q4 2025.
Schwab Charles has reported Equity Average for 14 years, with the latest figure at $49.3 billion in Q1 2026.
- For the quarter ending Q1 2026, Equity Average rose 0.79% year-over-year to $49.3 billion; the trailing twelve-month figure through Mar 2026 stood at $49.3 billion (up 0.79% YoY), and the FY2025 full-year result was $48.9 billion, up 9.48% from the prior year.
- Equity Average for Q1 2026 stood at $49.3 billion, roughly flat from $49.4 billion in the prior quarter.
- The five-year high for Equity Average was $52.2 billion in Q1 2022, with the low at $36.5 billion in Q1 2023.
- Average Equity Average over 5 years is $44.2 billion, with a median of $45.6 billion recorded in 2024.
- Year-over-year, Equity Average plunged 35.23% in 2022 and rose 21.67% in 2024.
- Tracing SCHW-PD's Equity Average over 5 years: stood at $36.8 billion in 2022, then rose by 6.92% to $39.4 billion in 2023, then grew by 21.4% to $47.8 billion in 2024, then gained by 3.37% to $49.4 billion in 2025, then dropped 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 113.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 123.88 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.33 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.42 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 13.03 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.38 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 5.52 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.59 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.25 Bn |
| 10 | Schwab Charles | - | - | - | 49.33 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 49.33 Bn |
| Dec 31, 2025 | 49.40 Bn |
| Sep 30, 2025 | 49.42 Bn |
| Jun 30, 2025 | 49.48 Bn |
| Mar 31, 2025 | 48.94 Bn |
| Dec 31, 2024 | 47.80 Bn |
| Sep 30, 2024 | 45.58 Bn |
| Jun 30, 2024 | 43.18 Bn |
| Mar 31, 2024 | 41.69 Bn |
| Dec 31, 2023 | 39.37 Bn |
| Sep 30, 2023 | 37.47 Bn |
| Jun 30, 2023 | 36.75 Bn |
| Mar 31, 2023 | 36.48 Bn |
| Dec 31, 2022 | 36.82 Bn |
| Sep 30, 2022 | 40.78 Bn |
| Jun 30, 2022 | 46.31 Bn |
| Mar 31, 2022 | 52.18 Bn |
| Dec 31, 2021 | 56.85 Bn |
| Sep 30, 2021 | 57.45 Bn |
| Jun 30, 2021 | 56.52 Bn |
| Mar 31, 2021 | 55.83 Bn |
| Dec 31, 2020 | 43.70 Bn |
| Sep 30, 2020 | 31.07 Bn |
| Jun 30, 2020 | 28.54 Bn |
| Mar 31, 2020 | 24.01 Bn |
| Dec 31, 2019 | 21.55 Bn |
| Sep 30, 2019 | 21.34 Bn |
| Jun 30, 2019 | 21.47 Bn |
| Mar 31, 2019 | 21.15 Bn |
| Dec 31, 2018 | 20.75 Bn |
| Sep 30, 2018 | 20.47 Bn |
| Jun 30, 2018 | 19.71 Bn |
| Mar 31, 2018 | 18.93 Bn |
| Dec 31, 2017 | 18.28 Bn |
| Sep 30, 2017 | 17.76 Bn |
| Jun 30, 2017 | 17.24 Bn |
| Mar 31, 2017 | 16.70 Bn |
| Dec 31, 2016 | 15.95 Bn |
| Sep 30, 2016 | 15.23 Bn |
| Jun 30, 2016 | 14.75 Bn |
| Mar 31, 2016 | 13.96 Bn |
| Dec 31, 2015 | 13.30 Bn |
| Sep 30, 2015 | 12.81 Bn |
| Jun 30, 2015 | 12.29 Bn |
| Mar 31, 2015 | 11.98 Bn |
| Dec 31, 2014 | 11.64 Bn |
| Sep 30, 2014 | 11.32 Bn |
| Jun 30, 2014 | 10.99 Bn |
| Mar 31, 2014 | 10.60 Bn |
| Dec 31, 2013 | 10.22 Bn |
| Sep 30, 2013 | 9.89 Bn |