Schwab Charles (SCHW-PJ) Invested Capital (2009 - 2026)
Schwab Charles' quarterly Invested Capital came in at $49.2 billion in Q1 2026, down 0.56% year-on-year from $49.5 billion in Q1 2025, and down 31.15% quarter-over-quarter from $71.5 billion in Q4 2025.
Schwab Charles has reported Invested Capital for 18 years, with the latest figure at $49.2 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 0.56% year-over-year to $49.2 billion; the trailing twelve-month figure through Mar 2026 stood at $49.2 billion (down 0.56% YoY), and the FY2025 full-year result was $71.5 billion, up 1.3% from the prior year.
- Invested Capital for Q1 2026 stood at $49.2 billion, down from $71.5 billion in the prior quarter.
- The five-year high for Invested Capital was $71.5 billion in Q4 2025, with the low at $36.3 billion in Q1 2023.
- Average Invested Capital over 5 years is $49.7 billion, with a median of $49.2 billion recorded in 2026.
- Year-over-year, Invested Capital sank 51.23% in 2022 and gained 24.96% in 2024.
- Tracing SCHW-PJ's Invested Capital over 5 years: stood at $57.1 billion in 2022, then rose by 16.86% to $66.8 billion in 2023, then increased by 5.7% to $70.6 billion in 2024, then grew by 1.3% to $71.5 billion in 2025, then slumped by 31.15% to $49.2 billion in 2026.
- The last three Invested Capital figures came in at $49.2 billion (Q1 2026), $71.5 billion (Q4 2025), and $49.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.23 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.69 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 5.59 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.43 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 12.87 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.94 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.31 Bn |
| 10 | Schwab Charles | - | - | - | 49.23 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 49.23 Bn |
| Dec 31, 2025 | 71.50 Bn |
| Sep 30, 2025 | 49.38 Bn |
| Jun 30, 2025 | 49.45 Bn |
| Mar 31, 2025 | 49.51 Bn |
| Dec 31, 2024 | 70.59 Bn |
| Sep 30, 2024 | 47.22 Bn |
| Jun 30, 2024 | 43.95 Bn |
| Mar 31, 2024 | 42.41 Bn |
| Dec 31, 2023 | 66.78 Bn |
| Sep 30, 2023 | 37.78 Bn |
| Jun 30, 2023 | 37.15 Bn |
| Mar 31, 2023 | 36.35 Bn |
| Dec 31, 2022 | 57.14 Bn |
| Sep 30, 2022 | 37.54 Bn |
| Jun 30, 2022 | 45.86 Bn |
| Mar 31, 2022 | 52.33 Bn |
| Dec 31, 2021 | 74.10 Bn |
| Sep 30, 2021 | 76.97 Bn |
| Jun 30, 2021 | 76.16 Bn |
| Mar 31, 2021 | 73.29 Bn |
| Dec 31, 2020 | 69.69 Bn |
| Sep 30, 2020 | 31.33 Bn |
| Jun 30, 2020 | 30.82 Bn |
| Mar 31, 2020 | 26.27 Bn |
| Dec 31, 2019 | 29.18 Bn |
| Sep 30, 2019 | 21.35 Bn |
| Jun 30, 2019 | 21.32 Bn |
| Mar 31, 2019 | 21.63 Bn |
| Dec 31, 2018 | 20.67 Bn |
| Sep 30, 2018 | 20.83 Bn |
| Jun 30, 2018 | 20.10 Bn |
| Mar 31, 2018 | 19.33 Bn |
| Dec 31, 2017 | 33.53 Bn |
| Sep 30, 2017 | 23.03 Bn |
| Jun 30, 2017 | 17.79 Bn |
| Mar 31, 2017 | 17.58 Bn |
| Dec 31, 2016 | 19.32 Bn |
| Sep 30, 2016 | 18.37 Bn |
| Jun 30, 2016 | 17.89 Bn |
| Mar 31, 2016 | 17.42 Bn |
| Dec 31, 2015 | 16.31 Bn |
| Sep 30, 2015 | 16.10 Bn |
| Jun 30, 2015 | 15.33 Bn |
| Mar 31, 2015 | 15.07 Bn |
| Dec 31, 2014 | 13.72 Bn |
| Sep 30, 2014 | 11.47 Bn |
| Jun 30, 2014 | 11.17 Bn |
| Mar 31, 2014 | 10.82 Bn |
| Dec 31, 2013 | 12.30 Bn |
| Sep 30, 2013 | 11.97 Bn |
| Jun 30, 2013 | 11.35 Bn |
| Dec 31, 2012 | 11.22 Bn |
| Dec 31, 2011 | 9.72 Bn |
| Mar 31, 2011 | 58.00 Mn |
| Dec 31, 2010 | 8.23 Bn |
| Dec 31, 2009 | 1.51 Bn |