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| 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 |