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

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

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

Schwab Charles (SCHW-PJ) has reported Loans - Net for 18 consecutive years, with $60.9 billion the latest figure, recorded in 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 came in at $60.9 billion for Q1 2026 at Schwab Charles, 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.
  • Across the five-year window, Loans - Net jumped 46.36% in 2022 and decreased 0.16% in 2023, its largest moves.
  • Year by year, Loans - Net stood at $40.5 billion in 2022, then declined by 0.16% to $40.4 billion in 2023, then rose by 11.81% to $45.2 billion in 2024, then advanced by 28.18% to $58.0 billion in 2025, then increased by 5.03% to $60.9 billion in 2026.
  • According to Business Quant data, Loans - Net over the past three periods registered $60.9 billion, $58.0 billion, and $53.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Loans - Net (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 276.68 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 252.85 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 60.87 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -
9 Iren 14.46 Bn 12.24 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