Schwab Charles (SCHW-PD) Preferred Shares (2012 - 2026)
Schwab Charles (SCHW-PD) posted quarterly Preferred Shares of $6.8 billion for Q1 2026, down 26.42% year-over-year from $9.2 billion in Q1 2025, and little changed on a QoQ basis from $6.8 billion in Q4 2025.
Schwab Charles (SCHW-PD) Preferred Shares (2012 - 2026) Analysis & Trends
Schwab Charles (SCHW-PD) has reported Preferred Shares for 15 consecutive years, with $6.8 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Preferred Shares fell 26.42% year-over-year to $6.8 billion; the TTM figure through Mar 2026 stood at $6.8 billion (down 26.42% YoY), while the FY2025 annual figure was $6.8 billion, down 26.42% from the prior year.
- Preferred Shares came in at $6.8 billion for Q1 2026 at Schwab Charles, roughly flat from $6.8 billion in the prior quarter.
- The five-year high for Preferred Shares was $10.7 billion in Q1 2022, with the low at $6.8 billion in Q2 2025.
- Average Preferred Shares over 5 years is $8.9 billion, with a median of $9.2 billion recorded in 2023.
- Across the five-year window, Preferred Shares rose 7.43% in 2022 and retreated 26.42% in 2025, its largest moves.
- Year by year, Preferred Shares stood at $9.7 billion in 2022, then retreated by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then fell by 26.42% to $6.8 billion in 2025, then changed by 0.0% to $6.8 billion in 2026.
- According to Business Quant data, Preferred Shares over the past three periods registered $6.8 billion, $6.8 billion, and $6.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 9.75 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 13.70 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 6.76 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 | - | - | - | 6.76 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 6.76 Bn |
| Dec 31, 2025 | 6.76 Bn |
| Sep 30, 2025 | 6.76 Bn |
| Jun 30, 2025 | 6.76 Bn |
| Mar 31, 2025 | 9.19 Bn |
| Dec 31, 2024 | 9.19 Bn |
| Sep 30, 2024 | 9.19 Bn |
| Jun 30, 2024 | 9.19 Bn |
| Mar 31, 2024 | 9.19 Bn |
| Dec 31, 2023 | 9.19 Bn |
| Sep 30, 2023 | 9.19 Bn |
| Jun 30, 2023 | 9.19 Bn |
| Mar 31, 2023 | 9.19 Bn |
| Dec 31, 2022 | 9.71 Bn |
| Sep 30, 2022 | 10.30 Bn |
| Jun 30, 2022 | 10.69 Bn |
| Mar 31, 2022 | 10.69 Bn |
| Dec 31, 2021 | 9.95 Bn |
| Sep 30, 2021 | 9.95 Bn |
| Jun 30, 2021 | 9.95 Bn |