Schwab Charles (SCHW-PD) Liabilities and Shareholders Equity (2009 - 2026)

Schwab Charles' quarterly Liabilities and Shareholders Equity came in at $493.3 billion in Q1 2026, up 6.57% year-on-year from $462.9 billion in Q1 2025, and little changed quarter-over-quarter from $491.0 billion in Q4 2025.

Schwab Charles has reported Liabilities and Shareholders Equity for 18 years, with the latest figure at $493.3 billion in Q1 2026.

  • For the quarter ending Q1 2026, Liabilities and Shareholders Equity rose 6.57% year-over-year to $493.3 billion; the trailing twelve-month figure through Mar 2026 stood at $1908.5 billion (up 2.69% YoY), and the FY2025 full-year result was $491.0 billion, up 2.32% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $493.3 billion, roughly flat from $491.0 billion in the prior quarter.
  • The five-year high for Liabilities and Shareholders Equity was $681.0 billion in Q1 2022, with the low at $449.7 billion in Q2 2024.
  • Average Liabilities and Shareholders Equity over 5 years is $511.7 billion, with a median of $491.0 billion recorded in 2025.
  • Year-over-year, Liabilities and Shareholders Equity increased 20.85% in 2022 and fell 21.35% in 2023.
  • Tracing SCHW-PD's Liabilities and Shareholders Equity over 5 years: stood at $551.8 billion in 2022, then declined by 10.62% to $493.2 billion in 2023, then fell by 2.7% to $479.8 billion in 2024, then grew by 2.32% to $491.0 billion in 2025, then gained by 0.47% to $493.3 billion in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $493.3 billion (Q1 2026), $491.0 billion (Q4 2025), and $465.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 1,581.42 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 2,060.18 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 493.32 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 45.47 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 218.75 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 80.54 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 18.84 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 7.26 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 8.30 Bn
10 Schwab Charles - - - 493.32 Bn

Historic Data

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DateValue
Mar 31, 2026 493.32 Bn
Dec 31, 2025 491.00 Bn
Sep 30, 2025 465.26 Bn
Jun 30, 2025 458.94 Bn
Mar 31, 2025 462.90 Bn
Dec 31, 2024 479.84 Bn
Sep 30, 2024 466.06 Bn
Jun 30, 2024 449.68 Bn
Mar 31, 2024 468.78 Bn
Dec 31, 2023 493.18 Bn
Sep 30, 2023 475.20 Bn
Jun 30, 2023 511.51 Bn
Mar 31, 2023 535.55 Bn
Dec 31, 2022 551.77 Bn
Sep 30, 2022 577.56 Bn
Jun 30, 2022 637.56 Bn
Mar 31, 2022 680.95 Bn
Dec 31, 2021 667.27 Bn
Sep 30, 2021 607.55 Bn
Jun 30, 2021 574.53 Bn
Mar 31, 2021 563.46 Bn
Dec 31, 2020 549.01 Bn
Sep 30, 2020 419.36 Bn
Mar 31, 2020 370.78 Bn
Dec 31, 2019 294.00 Bn
Sep 30, 2019 278.99 Bn
Jun 30, 2019 276.32 Bn
Mar 31, 2019 282.82 Bn
Dec 31, 2018 296.48 Bn
Sep 30, 2018 272.10 Bn
Jun 30, 2018 261.88 Bn
Mar 31, 2018 248.32 Bn
Dec 31, 2017 243.27 Bn
Sep 30, 2017 230.71 Bn
Jun 30, 2017 220.60 Bn
Mar 31, 2017 227.06 Bn
Dec 31, 2016 223.38 Bn
Sep 30, 2016 209.34 Bn
Jun 30, 2016 198.05 Bn
Mar 31, 2016 191.00 Bn
Dec 31, 2015 183.71 Bn
Sep 30, 2015 170.40 Bn
Jun 30, 2015 163.63 Bn
Mar 31, 2015 160.17 Bn
Dec 31, 2014 154.64 Bn
Sep 30, 2014 147.44 Bn
Jun 30, 2014 143.40 Bn
Mar 31, 2014 144.07 Bn
Dec 31, 2013 143.64 Bn
Sep 30, 2013 140.21 Bn
Jun 30, 2013 135.91 Bn
Dec 31, 2012 133.64 Bn
Dec 31, 2011 108.55 Bn
Dec 31, 2010 92.57 Bn
Dec 31, 2009 75.43 Bn