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
Download Data| Date | Value |
|---|---|
| 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 |