Schwab Charles (SCHW-PD) Equity Ratio (2010 - 2026)
Schwab Charles' quarterly Equity Ratio came in at 0.1 in Q1 2026, down 6.69% year-on-year from 0.11 in Q1 2025, and down 0.86% quarter-over-quarter from 0.1 in Q4 2025.
Schwab Charles has reported Equity Ratio for 17 years, with the latest figure at 0.1 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio fell 6.69% year-over-year to 0.1; the trailing twelve-month figure through Mar 2026 stood at 0.1 (down 6.69% YoY), and the FY2025 full-year result was 0.1, changed 0.15% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.1, down from 0.1 in the prior quarter.
- The five-year high for Equity Ratio was 0.11 in Q2 2025, with the low at 0.06 in Q3 2022.
- Average Equity Ratio over 5 years is 0.09, with a median of 0.09 recorded in 2024.
- Year-over-year, Equity Ratio tumbled 32.17% in 2022 and jumped 34.59% in 2024.
- Tracing SCHW-PD's Equity Ratio over 5 years: stood at 0.07 in 2022, then advanced by 25.18% to 0.08 in 2023, then advanced by 21.39% to 0.1 in 2024, then dropped by 0.15% to 0.1 in 2025, then decreased 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 0.07 |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 0.06 |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 0.10 |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 0.21 |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 0.03 |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 0.04 |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 0.30 |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 0.37 |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 0.88 |
| 10 | Schwab Charles | - | - | - | 0.10 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.10 |
| Dec 31, 2025 | 0.10 |
| Sep 30, 2025 | 0.11 |
| Jun 30, 2025 | 0.11 |
| Mar 31, 2025 | 0.11 |
| Dec 31, 2024 | 0.10 |
| Sep 30, 2024 | 0.10 |
| Jun 30, 2024 | 0.10 |
| Mar 31, 2024 | 0.09 |
| Dec 31, 2023 | 0.08 |
| Sep 30, 2023 | 0.08 |
| Jun 30, 2023 | 0.07 |
| Mar 31, 2023 | 0.07 |
| Dec 31, 2022 | 0.07 |
| Sep 30, 2022 | 0.06 |
| Jun 30, 2022 | 0.07 |
| Mar 31, 2022 | 0.07 |
| Dec 31, 2021 | 0.08 |
| Sep 30, 2021 | 0.09 |
| Jun 30, 2021 | 0.10 |
| Mar 31, 2021 | 0.10 |
| Dec 31, 2020 | 0.10 |
| Sep 30, 2020 | 0.07 |
| Mar 31, 2020 | 0.07 |
| Dec 31, 2019 | 0.07 |
| Sep 30, 2019 | 0.08 |
| Jun 30, 2019 | 0.08 |
| Mar 31, 2019 | 0.08 |
| Dec 31, 2018 | 0.07 |
| Sep 30, 2018 | 0.08 |
| Jun 30, 2018 | 0.08 |
| Mar 31, 2018 | 0.08 |
| Dec 31, 2017 | 0.08 |
| Sep 30, 2017 | 0.08 |
| Jun 30, 2017 | 0.08 |
| Mar 31, 2017 | 0.07 |
| Dec 31, 2016 | 0.07 |
| Sep 30, 2016 | 0.07 |
| Jun 30, 2016 | 0.08 |
| Mar 31, 2016 | 0.08 |
| Dec 31, 2015 | 0.07 |
| Sep 30, 2015 | 0.08 |
| Jun 30, 2015 | 0.08 |
| Mar 31, 2015 | 0.08 |
| Dec 31, 2014 | 0.08 |
| Sep 30, 2014 | 0.08 |
| Jun 30, 2014 | 0.08 |
| Mar 31, 2014 | 0.08 |
| Dec 31, 2013 | 0.07 |
| Sep 30, 2013 | 0.07 |
| Jun 30, 2013 | 0.07 |
| Dec 31, 2012 | 0.07 |
| Dec 31, 2011 | 0.07 |
| Dec 31, 2010 | 0.07 |