Schwab Charles (SCHW-PD) Invested Capital (2009 - 2026)

Schwab Charles' Invested Capital history runs 18 years deep, the most recent figure standing at $49.2 billion for Q1 2026.

• In Q1 2026, Invested Capital fell 0.56% year-over-year to $49.2 billion; the TTM figure through Mar 2026 stood at $49.2 billion (down 0.56% YoY), while the FY2025 annual figure was $71.5 billion, up 1.3% from the prior year.
• Invested Capital was $49.2 billion for Q1 2026 at Schwab Charles, down from $71.5 billion in the prior quarter.
• In the past five years, Invested Capital ranged from a high of $71.5 billion in Q4 2025 to a low of $36.3 billion in Q1 2023.
• Historically, Invested Capital has averaged $49.7 billion across 5 years, with a median of $49.2 billion in 2026.
• The sharpest annual moves came in 2022 and 2024: Invested Capital sank 51.23% in 2022, then increased 24.96% in 2024.
• A 5-year view of Invested Capital shows it stood at $57.1 billion in 2022, then increased by 16.86% to $66.8 billion in 2023, then grew by 5.7% to $70.6 billion in 2024, then climbed by 1.3% to $71.5 billion in 2025, then tumbled by 31.15% to $49.2 billion in 2026.
• The last three Invested Capital figures came in at $49.2 billion (Q1 2026), $71.5 billion (Q4 2025), and $49.4 billion (Q3 2025), per Business Quant data.