Schwab Charles (SCHW-PD) Preferred Shares (2012 - 2026)

Schwab Charles' quarterly Preferred Shares came in at $6.8 billion in Q1 2026, down 26.42% year-on-year from $9.2 billion in Q1 2025, and little changed quarter-over-quarter from $6.8 billion in Q4 2025.

Schwab Charles has reported Preferred Shares for 15 years, with the latest figure at $6.8 billion in Q1 2026.

  • For the quarter ending Q1 2026, Preferred Shares fell 26.42% year-over-year to $6.8 billion; the trailing twelve-month figure through Mar 2026 stood at $6.8 billion (down 26.42% YoY), and the FY2025 full-year result was $6.8 billion, down 26.42% from the prior year.
  • Preferred Shares for Q1 2026 stood at $6.8 billion, 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.
  • Year-over-year, Preferred Shares increased 7.43% in 2022 and fell 26.42% in 2025.
  • Tracing SCHW-PD's Preferred Shares over 5 years: stood at $9.7 billion in 2022, then declined by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then dropped by 26.42% to $6.8 billion in 2025, then changed by 0.0% to $6.8 billion in 2026.
  • The last three Preferred Shares figures came in at $6.8 billion (Q1 2026), $6.8 billion (Q4 2025), and $6.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Preferred Shares (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 9.75 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 13.70 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 6.76 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -
5 Interactive Brokers 39.54 Bn 50.13 Bn - -
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn -
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - -
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn -
9 Tradeweb Markets 21.29 Bn 20.04 Bn - -
10 Schwab Charles - - - 6.76 Bn

Historic Data

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DateValue
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
Mar 31, 2021 10.54 Bn
Dec 31, 2020 7.73 Bn
Sep 30, 2020 5.26 Bn
Mar 31, 2020 2.79 Bn
Dec 31, 2019 2.79 Bn
Sep 30, 2019 2.79 Bn
Jun 30, 2019 2.79 Bn
Mar 31, 2019 2.79 Bn
Dec 31, 2018 2.79 Bn
Sep 30, 2018 2.79 Bn
Jun 30, 2018 2.79 Bn
Mar 31, 2018 2.79 Bn
Dec 31, 2017 2.79 Bn
Sep 30, 2017 2.78 Bn
Jun 30, 2017 2.78 Bn
Mar 31, 2017 2.78 Bn
Dec 31, 2016 2.78 Bn
Sep 30, 2016 2.19 Bn
Jun 30, 2016 2.19 Bn
Mar 31, 2016 2.19 Bn
Dec 31, 2015 1.46 Bn
Sep 30, 2015 1.46 Bn
Jun 30, 2015 874.00 Mn
Mar 31, 2015 873.00 Mn
Dec 31, 2014 872.00 Mn
Sep 30, 2014 872.00 Mn
Jun 30, 2014 871.00 Mn
Mar 31, 2014 870.00 Mn
Dec 31, 2013 869.00 Mn
Sep 30, 2013 868.00 Mn
Jun 30, 2013 867.00 Mn
Dec 31, 2012 865.00 Mn