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
DateValue
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