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
DateValue
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