Schwab Charles (SCHW-PJ) Change in Net Loans (2012 - 2026)

Schwab Charles (SCHW-PJ) recorded quarterly Change in Net Loans of $3.0 billion in Q1 2026, down 31.04% quarter-over-quarter from $4.4 billion in Q4 2025, and up 56.69% on a YoY basis from $1.9 billion in Q1 2025.

Schwab Charles (SCHW-PJ) Change in Net Loans (2012 - 2026) Analysis & Trends

Schwab Charles' Change in Net Loans history runs 13 years deep, the most recent figure standing at $3.0 billion for Q1 2026.

  • In Q1 2026, Change in Net Loans rose 56.69% year-over-year to $3.0 billion; the TTM figure through Mar 2026 stood at $13.9 billion (up 118.35% YoY), while the FY2025 annual figure was $12.8 billion, up 167.54% from the prior year.
  • Change in Net Loans was $3.0 billion for Q1 2026 at Schwab Charles, down from $4.4 billion in the prior quarter.
  • In the past five years, Change in Net Loans ranged from a high of $4.4 billion in Q4 2025 to a low of -$521.0 million in Q1 2023.
  • Historically, Change in Net Loans has averaged $1.5 billion across 5 years, with a median of $1.4 billion in 2024.
  • The sharpest annual moves came in 2023 and 2024: Change in Net Loans tumbled 120.9% in 2023, then soared 1849.47% in 2024.
  • A 5-year view of Change in Net Loans shows it stood at $135.0 million in 2022, then decreased by 29.63% to $95.0 million in 2023, then jumped by 1849.47% to $1.9 billion in 2024, then soared by 136.56% to $4.4 billion in 2025, then sank by 31.04% to $3.0 billion in 2026.
  • The last three Change in Net Loans figures came in at $3.0 billion (Q1 2026), $4.4 billion (Q4 2025), and $3.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Net Loans (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 8.45 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - 13.01 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - 3.02 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn -
6 Interactive Brokers 42.79 Bn 53.38 Bn - -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - -
8 Tradeweb Markets 21.20 Bn 19.96 Bn - -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn -
10 Schwab Charles - - - 3.02 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.02 Bn
Dec 31, 2025 4.38 Bn
Sep 30, 2025 3.20 Bn
Jun 30, 2025 3.30 Bn
Mar 31, 2025 1.93 Bn
Dec 31, 2024 1.85 Bn
Sep 30, 2024 1.18 Bn
Jun 30, 2024 1.41 Bn
Mar 31, 2024 349.00 Mn
Dec 31, 2023 95.00 Mn
Sep 30, 2023 219.00 Mn
Jun 30, 2023 108.00 Mn
Mar 31, 2023 -521.00 Mn
Dec 31, 2022 135.00 Mn
Sep 30, 2022 823.00 Mn
Jun 30, 2022 2.34 Bn
Mar 31, 2022 2.49 Bn
Mar 31, 2019 81.00 Mn
Dec 31, 2018 43.00 Mn
Sep 30, 2018 -24.00 Mn