Schwab Charles (SCHW-PD) Receivables - Affiliates (2009 - 2026)
Schwab Charles' quarterly Receivables - Affiliates came in at $11.8 billion in Q1 2026, up 301.91% year-on-year from $2.9 billion in Q1 2025, and up 64.23% quarter-over-quarter from $7.2 billion in Q4 2025.
Schwab Charles has reported Receivables - Affiliates for 15 years, with the latest figure at $11.8 billion in Q1 2026.
- For the quarter ending Q1 2026, Receivables - Affiliates rose 301.91% year-over-year to $11.8 billion; the trailing twelve-month figure through Mar 2026 stood at $11.8 billion (up 301.91% YoY), and the FY2025 full-year result was $7.2 billion, up 194.67% from the prior year.
- Receivables - Affiliates for Q1 2026 stood at $11.8 billion, up from $7.2 billion in the prior quarter.
- The five-year high for Receivables - Affiliates was $11.8 billion in Q1 2026, with the low at $2.4 billion in Q4 2024.
- Average Receivables - Affiliates over 4 years is $5.2 billion, with a median of $4.3 billion recorded in 2025.
- Year-over-year, Receivables - Affiliates decreased 26.66% in 2024 and surged 301.91% in 2026.
- Tracing SCHW-PD's Receivables - Affiliates over 4 years: stood at $3.3 billion in 2023, then declined by 26.66% to $2.4 billion in 2024, then surged by 194.67% to $7.2 billion in 2025, then jumped by 64.23% to $11.8 billion in 2026.
- The last three Receivables - Affiliates figures came in at $11.8 billion (Q1 2026), $7.2 billion (Q4 2025), and $4.7 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Receivables - Affiliates (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | - |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | - |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 11.81 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | - |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 5.41 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 | - | - | - | 11.81 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.81 Bn |
| Mar 31, 2026 | 11.81 Bn |
| Dec 31, 2025 | 7.19 Bn |
| Dec 31, 2025 | 7.19 Bn |
| Sep 30, 2025 | 4.73 Bn |
| Sep 30, 2025 | 4.73 Bn |
| Jun 30, 2025 | 4.30 Bn |
| Jun 30, 2025 | 4.30 Bn |
| Mar 31, 2025 | 2.94 Bn |
| Mar 31, 2025 | 2.94 Bn |
| Dec 31, 2024 | 2.44 Bn |
| Dec 31, 2024 | 2.44 Bn |
| Dec 31, 2023 | 3.33 Bn |
| Dec 31, 2023 | 3.33 Bn |
| Sep 30, 2019 | 1.32 Bn |
| Sep 30, 2019 | 1.32 Bn |
| Jun 30, 2019 | 463.00 Mn |
| Jun 30, 2019 | 463.00 Mn |
| Mar 31, 2019 | 616.00 Mn |
| Mar 31, 2019 | 616.00 Mn |
| Dec 31, 2018 | 553.00 Mn |
| Dec 31, 2018 | 553.00 Mn |
| Sep 30, 2018 | 798.00 Mn |
| Sep 30, 2018 | 798.00 Mn |
| Jun 30, 2018 | 1.03 Bn |
| Jun 30, 2018 | 1.03 Bn |
| Mar 31, 2018 | 894.00 Mn |
| Mar 31, 2018 | 894.00 Mn |
| Dec 31, 2017 | 649.00 Mn |
| Dec 31, 2017 | 649.00 Mn |
| Sep 30, 2017 | 665.00 Mn |
| Sep 30, 2017 | 665.00 Mn |
| Jun 30, 2017 | 910.00 Mn |
| Jun 30, 2017 | 910.00 Mn |
| Mar 31, 2017 | 721.00 Mn |
| Mar 31, 2017 | 721.00 Mn |
| Dec 31, 2016 | 728.00 Mn |
| Dec 31, 2016 | 728.00 Mn |
| Sep 30, 2016 | 947.00 Mn |
| Sep 30, 2016 | 947.00 Mn |
| Jun 30, 2016 | 1.01 Bn |
| Jun 30, 2016 | 1.01 Bn |
| Mar 31, 2016 | 1.11 Bn |
| Mar 31, 2016 | 1.11 Bn |
| Dec 31, 2015 | 582.00 Mn |
| Dec 31, 2015 | 582.00 Mn |
| Sep 30, 2015 | 583.00 Mn |
| Sep 30, 2015 | 583.00 Mn |
| Jun 30, 2015 | 917.00 Mn |
| Jun 30, 2015 | 917.00 Mn |
| Mar 31, 2015 | 457.00 Mn |
| Mar 31, 2015 | 457.00 Mn |
| Dec 31, 2014 | 469.00 Mn |
| Dec 31, 2014 | 469.00 Mn |
| Sep 30, 2014 | 458.00 Mn |
| Sep 30, 2014 | 458.00 Mn |
| Jun 30, 2014 | 522.00 Mn |
| Jun 30, 2014 | 522.00 Mn |
| Mar 31, 2014 | 482.00 Mn |
| Mar 31, 2014 | 482.00 Mn |
| Dec 31, 2013 | 509.00 Mn |
| Dec 31, 2013 | 509.00 Mn |
| Sep 30, 2013 | 511.00 Mn |
| Sep 30, 2013 | 511.00 Mn |
| Jun 30, 2013 | 395.00 Mn |
| Jun 30, 2013 | 395.00 Mn |
| Dec 31, 2012 | 333.00 Mn |
| Dec 31, 2012 | 333.00 Mn |
| Dec 31, 2011 | 230.00 Mn |
| Dec 31, 2011 | 230.00 Mn |
| Dec 31, 2010 | 415.00 Mn |
| Dec 31, 2010 | 415.00 Mn |
| Dec 31, 2009 | 560.00 Mn |
| Dec 31, 2009 | 560.00 Mn |