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
DateValue
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