Schwab Charles (SCHW-PD) Equity Ratio (2010 - 2026)

Schwab Charles' Equity Ratio history runs 17 years deep, the most recent figure standing at 0.1 for Q1 2026.

• In Q1 2026, Equity Ratio fell 6.69% year-over-year to 0.1; the TTM figure through Mar 2026 stood at 0.1 (down 6.69% YoY), while the FY2025 annual figure was 0.1, changed 0.15% from the prior year.
• Equity Ratio was 0.1 for Q1 2026 at Schwab Charles, down from 0.1 in the prior quarter.
• In the past five years, Equity Ratio ranged from a high of 0.11 in Q2 2025 to a low of 0.06 in Q3 2022.
• Historically, Equity Ratio has averaged 0.09 across 5 years, with a median of 0.09 in 2024.
• The sharpest annual moves came in 2022 and 2024: Equity Ratio tumbled 32.17% in 2022, then surged 34.59% in 2024.
• A 5-year view of Equity Ratio shows it stood at 0.07 in 2022, then gained by 25.18% to 0.08 in 2023, then gained by 21.39% to 0.1 in 2024, then slipped by 0.15% to 0.1 in 2025, then retreated by 0.86% to 0.1 in 2026.
• The last three Equity Ratio figures came in at 0.1 (Q1 2026), 0.1 (Q4 2025), and 0.11 (Q3 2025), per Business Quant data.