Schwab Charles (SCHW-PJ) Change in Net Loans (2012 - 2026)
Schwab Charles' quarterly Change in Net Loans came in at $3.0 billion in Q1 2026, up 56.69% year-on-year from $1.9 billion in Q1 2025, and down 31.04% quarter-over-quarter from $4.4 billion in Q4 2025.
Schwab Charles has reported Change in Net Loans for 13 years, with the latest figure at $3.0 billion in Q1 2026.
- For the quarter ending Q1 2026, Change in Net Loans rose 56.69% year-over-year to $3.0 billion; the trailing twelve-month figure through Mar 2026 stood at $13.9 billion (up 118.35% YoY), and the FY2025 full-year result was $12.8 billion, up 167.54% from the prior year.
- Change in Net Loans for Q1 2026 stood at $3.0 billion, down from $4.4 billion in the prior quarter.
- The five-year high for Change in Net Loans was $4.4 billion in Q4 2025, with the low at -$521.0 million in Q1 2023.
- Average Change in Net Loans over 5 years is $1.5 billion, with a median of $1.4 billion recorded in 2024.
- Year-over-year, Change in Net Loans tumbled 120.9% in 2023 and surged 1849.47% in 2024.
- Tracing SCHW-PJ's Change in Net Loans over 5 years: stood at $135.0 million in 2022, then slipped by 29.63% to $95.0 million in 2023, then surged by 1849.47% to $1.9 billion in 2024, then jumped by 136.56% to $4.4 billion in 2025, then plunged 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 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 8.45 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 13.01 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 3.02 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | - |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 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 | - | - | - | 3.02 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2018 | 184.00 Mn |
| Mar 31, 2018 | -74.00 Mn |
| Dec 31, 2017 | 242.00 Mn |
| Sep 30, 2017 | 411.00 Mn |
| Jun 30, 2017 | 284.00 Mn |
| Mar 31, 2017 | 134.00 Mn |
| Dec 31, 2016 | 503.00 Mn |
| Sep 30, 2016 | 238.00 Mn |
| Jun 30, 2016 | 223.00 Mn |
| Mar 31, 2016 | 139.00 Mn |
| Dec 31, 2015 | 117.00 Mn |
| Sep 30, 2015 | 231.00 Mn |
| Jun 30, 2015 | 411.00 Mn |
| Mar 31, 2015 | 221.00 Mn |
| Dec 31, 2014 | 344.00 Mn |
| Sep 30, 2014 | 212.00 Mn |
| Jun 30, 2014 | 289.00 Mn |
| Mar 31, 2014 | 171.00 Mn |
| Dec 31, 2013 | 319.00 Mn |
| Sep 30, 2013 | 339.00 Mn |
| Jun 30, 2013 | 446.00 Mn |
| Mar 31, 2013 | 530.00 Mn |
| Dec 31, 2012 | 660.00 Mn |
| Sep 30, 2012 | 256.00 Mn |