Schwab Charles (SCHW-PJ) Loans - Net (2009 - 2026)

Schwab Charles (SCHW-PJ) recorded quarterly Loans - Net of $60.9 billion in Q1 2026, up 5.03% quarter-over-quarter from $58.0 billion in Q4 2025, and up 29.18% on a YoY basis from $47.1 billion in Q1 2025.

Schwab Charles (SCHW-PJ) Loans - Net (2009 - 2026) Analysis & Trends

Schwab Charles' Loans - Net history runs 18 years deep, the most recent figure standing at $60.9 billion for Q1 2026.

  • In Q1 2026, Loans - Net rose 29.18% year-over-year to $60.9 billion; the TTM figure through Mar 2026 stood at $60.9 billion (up 29.18% YoY), while the FY2025 annual figure was $58.0 billion, up 28.18% from the prior year.
  • Loans - Net was $60.9 billion for Q1 2026 at Schwab Charles, up from $58.0 billion in the prior quarter.
  • In the past five years, Loans - Net ranged from a high of $60.9 billion in Q1 2026 to a low of $37.2 billion in Q1 2022.
  • Historically, Loans - Net has averaged $44.7 billion across 5 years, with a median of $40.8 billion in 2024.
  • The sharpest annual moves came in 2022 and 2023: Loans - Net jumped 46.36% in 2022, then declined 0.16% in 2023.
  • A 5-year view of Loans - Net shows it stood at $40.5 billion in 2022, then decreased by 0.16% to $40.4 billion in 2023, then climbed by 11.81% to $45.2 billion in 2024, then increased by 28.18% to $58.0 billion in 2025, then advanced by 5.03% to $60.9 billion in 2026.
  • The last three Loans - Net figures came in at $60.9 billion (Q1 2026), $58.0 billion (Q4 2025), and $53.6 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Loans (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 276.68 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - 252.85 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - 60.87 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn -
6 Interactive Brokers 42.79 Bn 53.38 Bn - -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - -
8 Tradeweb Markets 21.20 Bn 19.96 Bn - -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn -
10 Schwab Charles - - - 60.87 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 60.87 Bn
Mar 31, 2026 60.87 Bn
Dec 31, 2025 57.96 Bn
Dec 31, 2025 57.96 Bn
Sep 30, 2025 53.57 Bn
Sep 30, 2025 53.57 Bn
Jun 30, 2025 50.41 Bn
Jun 30, 2025 50.41 Bn
Mar 31, 2025 47.12 Bn
Mar 31, 2025 47.12 Bn
Dec 31, 2024 45.22 Bn
Dec 31, 2024 45.22 Bn
Sep 30, 2024 43.31 Bn
Sep 30, 2024 43.31 Bn
Jun 30, 2024 42.18 Bn
Jun 30, 2024 42.18 Bn
Mar 31, 2024 40.78 Bn
Mar 31, 2024 40.78 Bn
Dec 31, 2023 40.44 Bn
Dec 31, 2023 40.44 Bn