Schwab Charles (SCHW-PJ) Equity Average (2013 - 2026)
Schwab Charles (SCHW-PJ) posted quarterly Equity Average of $49.3 billion for Q1 2026, up 0.79% year-over-year from $48.9 billion in Q1 2025, and little changed on a QoQ basis from $49.4 billion in Q4 2025.
Schwab Charles (SCHW-PJ) Equity Average (2013 - 2026) Analysis & Trends
Schwab Charles (SCHW-PJ) has reported Equity Average for 14 consecutive years, with $49.3 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Equity Average rose 0.79% year-over-year to $49.3 billion; the TTM figure through Mar 2026 stood at $49.3 billion (up 0.79% YoY), while the FY2025 annual figure was $48.9 billion, up 9.48% from the prior year.
- Equity Average came in at $49.3 billion for Q1 2026 at Schwab Charles, roughly flat from $49.4 billion in the prior quarter.
- The five-year high for Equity Average was $52.2 billion in Q1 2022, with the low at $36.5 billion in Q1 2023.
- Average Equity Average over 5 years is $44.2 billion, with a median of $45.6 billion recorded in 2024.
- Across the five-year window, Equity Average sank 35.23% in 2022 and gained 21.67% in 2024, its largest moves.
- Year by year, Equity Average stood at $36.8 billion in 2022, then advanced by 6.92% to $39.4 billion in 2023, then rose by 21.4% to $47.8 billion in 2024, then climbed by 3.37% to $49.4 billion in 2025, then fell by 0.15% to $49.3 billion in 2026.
- According to Business Quant data, Equity Average over the past three periods registered $49.3 billion, $49.4 billion, and $49.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 113.51 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 123.88 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.33 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | - |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.42 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 5.52 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.25 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.38 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.59 Bn |
| 10 | Schwab Charles | - | - | - | 49.33 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 49.33 Bn |
| Dec 31, 2025 | 49.40 Bn |
| Sep 30, 2025 | 49.42 Bn |
| Jun 30, 2025 | 49.48 Bn |
| Mar 31, 2025 | 48.94 Bn |
| Dec 31, 2024 | 47.80 Bn |
| Sep 30, 2024 | 45.58 Bn |
| Jun 30, 2024 | 43.18 Bn |
| Mar 31, 2024 | 41.69 Bn |
| Dec 31, 2023 | 39.37 Bn |
| Sep 30, 2023 | 37.47 Bn |
| Jun 30, 2023 | 36.75 Bn |
| Mar 31, 2023 | 36.48 Bn |
| Dec 31, 2022 | 36.82 Bn |
| Sep 30, 2022 | 40.78 Bn |
| Jun 30, 2022 | 46.31 Bn |
| Mar 31, 2022 | 52.18 Bn |
| Dec 31, 2021 | 56.85 Bn |
| Sep 30, 2021 | 57.45 Bn |
| Jun 30, 2021 | 56.52 Bn |