Schwab Charles (SCHW-PJ) Equity Ratio (2010 - 2026)

Schwab Charles' quarterly Equity Ratio came in at 0.1 in Q1 2026, down 6.69% year-on-year from 0.11 in Q1 2025, and down 0.86% quarter-over-quarter from 0.1 in Q4 2025.

Schwab Charles has reported Equity Ratio for 17 years, with the latest figure at 0.1 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio fell 6.69% year-over-year to 0.1; the trailing twelve-month figure through Mar 2026 stood at 0.1 (down 6.69% YoY), and the FY2025 full-year result was 0.1, changed 0.15% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.1, down from 0.1 in the prior quarter.
  • The five-year high for Equity Ratio was 0.11 in Q2 2025, with the low at 0.06 in Q3 2022.
  • Average Equity Ratio over 5 years is 0.09, with a median of 0.09 recorded in 2024.
  • Year-over-year, Equity Ratio tumbled 32.17% in 2022 and jumped 34.59% in 2024.
  • Tracing SCHW-PJ's Equity Ratio over 5 years: stood at 0.07 in 2022, then advanced by 25.18% to 0.08 in 2023, then advanced by 21.39% to 0.1 in 2024, then dropped by 0.15% to 0.1 in 2025, then decreased by 0.86% to 0.1 in 2026.
  • The last three Equity Ratio figures came in at 0.1 (Q1 2026), 0.1 (Q4 2025), and 0.11 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 0.07
2 Goldman Sachs 318.59 Bn -618.96 Bn - 0.06
3 Schwab Charles 154.74 Bn 109.76 Bn - 0.10
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 0.21
5 Interactive Brokers 39.54 Bn 50.13 Bn - 0.03
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 0.04
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 0.30
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 0.37
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 0.88
10 Schwab Charles - - - 0.10

Historic Data

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DateValue
Mar 31, 2026 0.10
Dec 31, 2025 0.10
Sep 30, 2025 0.11
Jun 30, 2025 0.11
Mar 31, 2025 0.11
Dec 31, 2024 0.10
Sep 30, 2024 0.10
Jun 30, 2024 0.10
Mar 31, 2024 0.09
Dec 31, 2023 0.08
Sep 30, 2023 0.08
Jun 30, 2023 0.07
Mar 31, 2023 0.07
Dec 31, 2022 0.07
Sep 30, 2022 0.06
Jun 30, 2022 0.07
Mar 31, 2022 0.07
Dec 31, 2021 0.08
Sep 30, 2021 0.09
Jun 30, 2021 0.10
Mar 31, 2021 0.10
Dec 31, 2020 0.10
Sep 30, 2020 0.07
Mar 31, 2020 0.07
Dec 31, 2019 0.07
Sep 30, 2019 0.08
Jun 30, 2019 0.08
Mar 31, 2019 0.08
Dec 31, 2018 0.07
Sep 30, 2018 0.08
Jun 30, 2018 0.08
Mar 31, 2018 0.08
Dec 31, 2017 0.08
Sep 30, 2017 0.08
Jun 30, 2017 0.08
Mar 31, 2017 0.07
Dec 31, 2016 0.07
Sep 30, 2016 0.07
Jun 30, 2016 0.08
Mar 31, 2016 0.08
Dec 31, 2015 0.07
Sep 30, 2015 0.08
Jun 30, 2015 0.08
Mar 31, 2015 0.08
Dec 31, 2014 0.08
Sep 30, 2014 0.08
Jun 30, 2014 0.08
Mar 31, 2014 0.08
Dec 31, 2013 0.07
Sep 30, 2013 0.07
Jun 30, 2013 0.07
Dec 31, 2012 0.07
Dec 31, 2011 0.07
Dec 31, 2010 0.07