Schwab Charles (SCHW-PJ) Liabilities and Shareholders Equity (2009 - 2026)

Schwab Charles (SCHW-PJ) recorded quarterly Liabilities and Shareholders Equity of $493.3 billion in Q1 2026, little changed quarter-over-quarter from $491.0 billion in Q4 2025, and up 6.57% on a YoY basis from $462.9 billion in Q1 2025.

Schwab Charles (SCHW-PJ) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends

Schwab Charles' Liabilities and Shareholders Equity history runs 18 years deep, the most recent figure standing at $493.3 billion for Q1 2026.

  • In Q1 2026, Liabilities and Shareholders Equity rose 6.57% year-over-year to $493.3 billion; the TTM figure through Mar 2026 stood at $1908.5 billion (up 2.69% YoY), while the FY2025 annual figure was $491.0 billion, up 2.32% from the prior year.
  • Liabilities and Shareholders Equity was $493.3 billion for Q1 2026 at Schwab Charles, roughly flat from $491.0 billion in the prior quarter.
  • In the past five years, Liabilities and Shareholders Equity ranged from a high of $681.0 billion in Q1 2022 to a low of $449.7 billion in Q2 2024.
  • Historically, Liabilities and Shareholders Equity has averaged $511.7 billion across 5 years, with a median of $491.0 billion in 2025.
  • The sharpest annual moves came in 2022 and 2023: Liabilities and Shareholders Equity climbed 20.85% in 2022, then dropped 21.35% in 2023.
  • A 5-year view of Liabilities and Shareholders Equity shows it stood at $551.8 billion in 2022, then dropped by 10.62% to $493.2 billion in 2023, then declined by 2.7% to $479.8 billion in 2024, then climbed by 2.32% to $491.0 billion in 2025, then rose by 0.47% to $493.3 billion in 2026.
  • The last three Liabilities and Shareholders Equity figures came in at $493.3 billion (Q1 2026), $491.0 billion (Q4 2025), and $465.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 1,581.42 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - 2,060.18 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - 493.32 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn 45.47 Bn
6 Interactive Brokers 42.79 Bn 53.38 Bn - 218.75 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - 18.84 Bn
8 Tradeweb Markets 21.20 Bn 19.96 Bn - 8.30 Bn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn 7.26 Bn
10 Schwab Charles - - - 493.32 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 493.32 Bn
Dec 31, 2025 491.00 Bn
Sep 30, 2025 465.26 Bn
Jun 30, 2025 458.94 Bn
Mar 31, 2025 462.90 Bn
Dec 31, 2024 479.84 Bn
Sep 30, 2024 466.06 Bn
Jun 30, 2024 449.68 Bn
Mar 31, 2024 468.78 Bn
Dec 31, 2023 493.18 Bn
Sep 30, 2023 475.20 Bn
Jun 30, 2023 511.51 Bn
Mar 31, 2023 535.55 Bn
Dec 31, 2022 551.77 Bn
Sep 30, 2022 577.56 Bn
Jun 30, 2022 637.56 Bn
Mar 31, 2022 680.95 Bn
Dec 31, 2021 667.27 Bn
Sep 30, 2021 607.55 Bn
Jun 30, 2021 574.53 Bn