Schwab Charles (SCHW-PD) Loans - Net (2009 - 2026)
Schwab Charles (SCHW-PD) recorded quarterly Loans - Net of $60.9 billion in Q1 2026, up 5.03% quarter-over-quarter from $58.0 billion in Q4 2025, and up 29.18% on a YoY basis from $47.1 billion in Q1 2025.
Schwab Charles (SCHW-PD) Loans - Net (2009 - 2026) Analysis & Trends
Schwab Charles' Loans - Net history runs 18 years deep, the most recent figure standing at $60.9 billion for 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 was $60.9 billion for Q1 2026 at Schwab Charles, up from $58.0 billion in the prior quarter.
- In the past five years, Loans - Net ranged from a high of $60.9 billion in Q1 2026 to a low of $37.2 billion in Q1 2022.
- Historically, Loans - Net has averaged $44.7 billion across 5 years, with a median of $40.8 billion in 2024.
- The sharpest annual moves came in 2022 and 2023: Loans - Net jumped 46.36% in 2022, then declined 0.16% in 2023.
- A 5-year view of Loans - Net shows it stood at $40.5 billion in 2022, then decreased by 0.16% to $40.4 billion in 2023, then climbed by 11.81% to $45.2 billion in 2024, then increased by 28.18% to $58.0 billion in 2025, then advanced by 5.03% to $60.9 billion in 2026.
- The last three Loans - Net figures came in at $60.9 billion (Q1 2026), $58.0 billion (Q4 2025), and $53.6 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 276.68 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 252.85 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 60.87 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | - |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | - |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | - |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | - |
| 9 | Iren | 19.97 Bn | 17.75 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 |