Schwab Charles (SCHW-PJ) Assets Average (2013 - 2026)

Schwab Charles has reported Assets Average for 14 years, with the latest figure at $492.2 billion in Q1 2026.

• For the quarter ending Q1 2026, Assets Average rose 4.41% year-over-year to $492.2 billion; the trailing twelve-month figure through Mar 2026 stood at $492.2 billion (up 4.41% YoY), and the FY2025 full-year result was $485.4 billion, changed 0.22% from the prior year.
• Assets Average for Q1 2026 stood at $492.2 billion, up from $478.1 billion in the prior quarter.
• The five-year high for Assets Average was $674.1 billion in Q1 2022, with the low at $457.9 billion in Q3 2024.
• Average Assets Average over 5 years is $516.8 billion, with a median of $484.2 billion recorded in 2023.
• Year-over-year, Assets Average gained 21.19% in 2022 and dropped 20.59% in 2023.
• Tracing SCHW-PJ's Assets Average over 5 years: stood at $564.7 billion in 2022, then slipped by 14.25% to $484.2 billion in 2023, then decreased by 2.32% to $472.9 billion in 2024, then gained by 1.09% to $478.1 billion in 2025, then grew by 2.93% to $492.2 billion in 2026.
• The last three Assets Average figures came in at $492.2 billion (Q1 2026), $478.1 billion (Q4 2025), and $462.1 billion (Q3 2025), per Business Quant data.

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