Schwab Charles (SCHW-PJ) Common Equity (2010 - 2026)
Schwab Charles (SCHW-PJ) recorded quarterly Common Equity of $49.2 billion in Q1 2026, little changed quarter-over-quarter from $49.4 billion in Q4 2025, and down 0.56% on a YoY basis from $49.5 billion in Q1 2025.
Schwab Charles (SCHW-PJ) Common Equity (2010 - 2026) Analysis & Trends
Schwab Charles' Common Equity history runs 17 years deep, the most recent figure standing at $49.2 billion for Q1 2026.
- In Q1 2026, Common Equity fell 0.56% year-over-year to $49.2 billion; the TTM figure through Mar 2026 stood at $49.2 billion (down 0.56% YoY), while the FY2025 annual figure was $49.4 billion, up 2.17% from the prior year.
- Common Equity was $49.2 billion for Q1 2026 at Schwab Charles, roughly flat from $49.4 billion in the prior quarter.
- In the past five years, Common Equity ranged from a high of $49.5 billion in Q1 2025 to a low of $36.3 billion in Q1 2023.
- Historically, Common Equity has averaged $44.0 billion across 5 years, with a median of $44.5 billion in 2022.
- The sharpest annual moves came in 2022 and 2024: Common Equity sank 35.52% in 2022, then increased 24.96% in 2024.
- A 5-year view of Common Equity shows it stood at $36.6 billion in 2022, then gained by 11.88% to $41.0 billion in 2023, then rose by 18.11% to $48.4 billion in 2024, then advanced by 2.17% to $49.4 billion in 2025, then slipped by 0.39% to $49.2 billion in 2026.
- The last three Common Equity figures came in at $49.2 billion (Q1 2026), $49.4 billion (Q4 2025), and $49.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 114.29 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 122.78 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 49.23 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 9.69 Bn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 5.59 Bn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 5.69 Bn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 6.62 Bn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 2.66 Bn |
| 10 | Schwab Charles | - | - | - | 49.23 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 49.23 Bn |
| Dec 31, 2025 | 49.43 Bn |
| Sep 30, 2025 | 49.38 Bn |
| Jun 30, 2025 | 49.45 Bn |
| Mar 31, 2025 | 49.51 Bn |
| Dec 31, 2024 | 48.38 Bn |
| Sep 30, 2024 | 47.22 Bn |
| Jun 30, 2024 | 43.95 Bn |
| Mar 31, 2024 | 42.41 Bn |
| Dec 31, 2023 | 40.96 Bn |
| Sep 30, 2023 | 37.78 Bn |
| Jun 30, 2023 | 37.15 Bn |
| Mar 31, 2023 | 36.35 Bn |
| Dec 31, 2022 | 36.61 Bn |
| Sep 30, 2022 | 37.04 Bn |
| Jun 30, 2022 | 44.51 Bn |
| Mar 31, 2022 | 48.10 Bn |
| Dec 31, 2021 | 56.26 Bn |
| Sep 30, 2021 | 57.44 Bn |
| Jun 30, 2021 | 57.45 Bn |