Schwab Charles (SCHW-PD) Loans - Net (2009 - 2026)
Schwab Charles (SCHW-PD) posted quarterly Loans - Net of $60.9 billion for Q1 2026, up 29.18% year-over-year from $47.1 billion in Q1 2025, and up 5.03% on a QoQ basis from $58.0 billion in Q4 2025.
Schwab Charles (SCHW-PD) Loans - Net (2009 - 2026) Analysis & Trends
Schwab Charles (SCHW-PD) has reported Loans - Net for 18 consecutive years, with $60.9 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Loans - Net rose 29.18% year-over-year to $60.9 billion; the TTM figure through Mar 2026 stood at $60.9 billion (up 29.18% YoY), while the FY2025 annual figure was $58.0 billion, up 28.18% from the prior year.
- Loans - Net came in at $60.9 billion for Q1 2026 at Schwab Charles, up from $58.0 billion in the prior quarter.
- The five-year high for Loans - Net was $60.9 billion in Q1 2026, with the low at $37.2 billion in Q1 2022.
- Average Loans - Net over 5 years is $44.7 billion, with a median of $40.8 billion recorded in 2024.
- Across the five-year window, Loans - Net jumped 46.36% in 2022 and decreased 0.16% in 2023, its largest moves.
- Year by year, Loans - Net stood at $40.5 billion in 2022, then declined by 0.16% to $40.4 billion in 2023, then rose by 11.81% to $45.2 billion in 2024, then advanced by 28.18% to $58.0 billion in 2025, then increased by 5.03% to $60.9 billion in 2026.
- According to Business Quant data, Loans - Net over the past three periods registered $60.9 billion, $58.0 billion, and $53.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 276.68 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 252.85 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 60.87 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | - |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | - |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | - |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | - |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | - |
| 10 | Schwab Charles | - | - | - | 60.87 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 60.87 Bn |
| Mar 31, 2026 | 60.87 Bn |
| Dec 31, 2025 | 57.96 Bn |
| Dec 31, 2025 | 57.96 Bn |
| Sep 30, 2025 | 53.57 Bn |
| Sep 30, 2025 | 53.57 Bn |
| Jun 30, 2025 | 50.41 Bn |
| Jun 30, 2025 | 50.41 Bn |
| Mar 31, 2025 | 47.12 Bn |
| Mar 31, 2025 | 47.12 Bn |
| Dec 31, 2024 | 45.22 Bn |
| Dec 31, 2024 | 45.22 Bn |
| Sep 30, 2024 | 43.31 Bn |
| Sep 30, 2024 | 43.31 Bn |
| Jun 30, 2024 | 42.18 Bn |
| Jun 30, 2024 | 42.18 Bn |
| Mar 31, 2024 | 40.78 Bn |
| Mar 31, 2024 | 40.78 Bn |
| Dec 31, 2023 | 40.44 Bn |
| Dec 31, 2023 | 40.44 Bn |