Schwab Charles (SCHW-PJ) Loans - Net (2009 - 2026)
Schwab Charles' quarterly Loans - Net came in at $60.9 billion in Q1 2026, up 29.18% year-on-year from $47.1 billion in Q1 2025, and up 5.03% quarter-over-quarter from $58.0 billion in Q4 2025.
Schwab Charles has reported Loans - Net for 18 years, with the latest figure at $60.9 billion in Q1 2026.
- For the quarter ending Q1 2026, Loans - Net rose 29.18% year-over-year to $60.9 billion; the trailing twelve-month figure through Mar 2026 stood at $60.9 billion (up 29.18% YoY), and the FY2025 full-year result was $58.0 billion, up 28.18% from the prior year.
- Loans - Net for Q1 2026 stood at $60.9 billion, up from $58.0 billion in the prior quarter.
- The five-year high for Loans - Net was $60.9 billion in Q1 2026, with the low at $37.2 billion in Q1 2022.
- Average Loans - Net over 5 years is $44.7 billion, with a median of $40.8 billion recorded in 2024.
- Year-over-year, Loans - Net soared 46.36% in 2022 and retreated 0.16% in 2023.
- Tracing SCHW-PJ's Loans - Net over 5 years: stood at $40.5 billion in 2022, then slipped by 0.16% to $40.4 billion in 2023, then grew by 11.81% to $45.2 billion in 2024, then rose by 28.18% to $58.0 billion in 2025, then climbed 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) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 276.68 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 252.85 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 60.87 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | - |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | - |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | - |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | - |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | - |
| 10 | Schwab Charles | - | - | - | 60.87 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Sep 30, 2023 | 40.33 Bn |
| Sep 30, 2023 | 40.33 Bn |
| Jun 30, 2023 | 40.06 Bn |
| Jun 30, 2023 | 40.06 Bn |
| Mar 31, 2023 | 39.96 Bn |
| Mar 31, 2023 | 39.96 Bn |
| Dec 31, 2022 | 40.51 Bn |
| Dec 31, 2022 | 40.51 Bn |
| Sep 30, 2022 | 40.38 Bn |
| Sep 30, 2022 | 40.38 Bn |
| Jun 30, 2022 | 39.56 Bn |
| Jun 30, 2022 | 39.56 Bn |
| Mar 31, 2022 | 37.21 Bn |
| Mar 31, 2022 | 37.21 Bn |
| Dec 31, 2021 | 34.64 Bn |
| Dec 31, 2021 | 34.64 Bn |
| Sep 30, 2021 | 31.57 Bn |
| Sep 30, 2021 | 31.57 Bn |
| Jun 30, 2021 | 28.90 Bn |
| Jun 30, 2021 | 28.90 Bn |
| Mar 31, 2021 | 25.42 Bn |
| Mar 31, 2021 | 25.42 Bn |
| Dec 31, 2020 | 23.81 Bn |
| Dec 31, 2020 | 23.81 Bn |
| Sep 30, 2020 | 22.29 Bn |
| Sep 30, 2020 | 22.29 Bn |
| Mar 31, 2020 | 19.52 Bn |
| Mar 31, 2020 | 19.52 Bn |
| Dec 31, 2019 | 18.21 Bn |
| Dec 31, 2019 | 18.21 Bn |
| Sep 30, 2019 | 16.90 Bn |
| Sep 30, 2019 | 16.90 Bn |
| Jun 30, 2019 | 16.64 Bn |
| Jun 30, 2019 | 16.64 Bn |
| Mar 31, 2019 | 16.51 Bn |
| Mar 31, 2019 | 16.51 Bn |
| Dec 31, 2018 | 16.61 Bn |
| Dec 31, 2018 | 16.61 Bn |
| Sep 30, 2018 | 16.56 Bn |
| Sep 30, 2018 | 16.56 Bn |
| Jun 30, 2018 | 16.57 Bn |
| Jun 30, 2018 | 16.57 Bn |
| Mar 31, 2018 | 16.39 Bn |
| Mar 31, 2018 | 16.39 Bn |
| Dec 31, 2017 | 16.48 Bn |
| Dec 31, 2017 | 16.48 Bn |
| Sep 30, 2017 | 16.23 Bn |
| Sep 30, 2017 | 16.23 Bn |
| Jun 30, 2017 | 15.82 Bn |
| Jun 30, 2017 | 15.82 Bn |
| Mar 31, 2017 | 15.55 Bn |
| Mar 31, 2017 | 15.55 Bn |
| Dec 31, 2016 | 15.40 Bn |
| Dec 31, 2016 | 15.40 Bn |
| Sep 30, 2016 | 14.86 Bn |
| Sep 30, 2016 | 14.86 Bn |
| Jun 30, 2016 | 14.67 Bn |
| Jun 30, 2016 | 14.67 Bn |
| Mar 31, 2016 | 14.42 Bn |
| Mar 31, 2016 | 14.42 Bn |
| Dec 31, 2015 | 14.33 Bn |
| Dec 31, 2015 | 14.33 Bn |
| Sep 30, 2015 | 14.25 Bn |
| Sep 30, 2015 | 14.25 Bn |
| Jun 30, 2015 | 14.01 Bn |
| Jun 30, 2015 | 14.01 Bn |
| Mar 31, 2015 | 13.60 Bn |
| Mar 31, 2015 | 13.60 Bn |
| Dec 31, 2014 | 13.40 Bn |
| Dec 31, 2014 | 13.40 Bn |
| Sep 30, 2014 | 13.08 Bn |
| Sep 30, 2014 | 13.08 Bn |
| Jun 30, 2014 | 12.87 Bn |
| Jun 30, 2014 | 12.87 Bn |
| Mar 31, 2014 | 12.59 Bn |
| Mar 31, 2014 | 12.59 Bn |
| Dec 31, 2013 | 12.42 Bn |
| Dec 31, 2013 | 12.42 Bn |
| Sep 30, 2013 | 12.12 Bn |
| Sep 30, 2013 | 12.12 Bn |
| Jun 30, 2013 | 11.73 Bn |
| Jun 30, 2013 | 11.73 Bn |
| Dec 31, 2012 | 10.73 Bn |
| Dec 31, 2012 | 10.73 Bn |
| Dec 31, 2011 | 9.81 Bn |
| Dec 31, 2011 | 9.81 Bn |
| Dec 31, 2010 | 8.73 Bn |
| Dec 31, 2010 | 8.73 Bn |
| Dec 31, 2009 | 7.35 Bn |
| Dec 31, 2009 | 7.35 Bn |