Schwab Charles (SCHW-PJ) Assets (2009 - 2026)
Schwab Charles (SCHW-PJ) posted quarterly Assets of $493.3 billion for Q1 2026, up 6.57% year-over-year from $462.9 billion in Q1 2025, and little changed on a QoQ basis from $491.0 billion in Q4 2025.
Schwab Charles (SCHW-PJ) Assets (2009 - 2026) Analysis & Trends
Schwab Charles (SCHW-PJ) has reported Assets for 18 consecutive years, with $493.3 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets rose 6.57% year-over-year to $493.3 billion; the TTM figure through Mar 2026 stood at $493.3 billion (up 6.57% YoY), while the FY2025 annual figure was $491.0 billion, up 2.32% from the prior year.
- Assets came in at $493.3 billion for Q1 2026 at Schwab Charles, roughly flat from $491.0 billion in the prior quarter.
- The five-year high for Assets was $681.0 billion in Q1 2022, with the low at $449.7 billion in Q2 2024.
- Average Assets over 5 years is $511.7 billion, with a median of $491.0 billion recorded in 2025.
- Across the five-year window, Assets rose 20.85% in 2022 and retreated 21.35% in 2023, its largest moves.
- Year by year, Assets stood at $551.8 billion in 2022, then retreated by 10.62% to $493.2 billion in 2023, then decreased by 2.7% to $479.8 billion in 2024, then rose by 2.32% to $491.0 billion in 2025, then climbed by 0.47% to $493.3 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $493.3 billion, $491.0 billion, and $465.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,581.42 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 2,060.18 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 45.47 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.84 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.30 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 80.54 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.26 Bn |
| 10 | Schwab Charles | - | - | - | 493.32 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 493.32 Bn |
| Dec 31, 2025 | 491.00 Bn |
| Sep 30, 2025 | 465.26 Bn |
| Jun 30, 2025 | 458.94 Bn |
| Mar 31, 2025 | 462.90 Bn |
| Dec 31, 2024 | 479.84 Bn |
| Sep 30, 2024 | 466.06 Bn |
| Jun 30, 2024 | 449.68 Bn |
| Mar 31, 2024 | 468.78 Bn |
| Dec 31, 2023 | 493.18 Bn |
| Sep 30, 2023 | 475.20 Bn |
| Jun 30, 2023 | 511.51 Bn |
| Mar 31, 2023 | 535.55 Bn |
| Dec 31, 2022 | 551.77 Bn |
| Sep 30, 2022 | 577.56 Bn |
| Jun 30, 2022 | 637.56 Bn |
| Mar 31, 2022 | 680.95 Bn |
| Dec 31, 2021 | 667.27 Bn |
| Sep 30, 2021 | 607.55 Bn |
| Jun 30, 2021 | 574.53 Bn |