Schwab Charles (SCHW-PJ) Preferred Shares (2012 - 2026)
Schwab Charles' quarterly Preferred Shares came in at $6.8 billion in Q1 2026, down 26.42% year-on-year from $9.2 billion in Q1 2025, and little changed quarter-over-quarter from $6.8 billion in Q4 2025.
Schwab Charles has reported Preferred Shares for 15 years, with the latest figure at $6.8 billion in Q1 2026.
- For the quarter ending Q1 2026, Preferred Shares fell 26.42% year-over-year to $6.8 billion; the trailing twelve-month figure through Mar 2026 stood at $6.8 billion (down 26.42% YoY), and the FY2025 full-year result was $6.8 billion, down 26.42% from the prior year.
- Preferred Shares for Q1 2026 stood at $6.8 billion, roughly flat from $6.8 billion in the prior quarter.
- The five-year high for Preferred Shares was $10.7 billion in Q1 2022, with the low at $6.8 billion in Q2 2025.
- Average Preferred Shares over 5 years is $8.9 billion, with a median of $9.2 billion recorded in 2023.
- Year-over-year, Preferred Shares increased 7.43% in 2022 and fell 26.42% in 2025.
- Tracing SCHW-PJ's Preferred Shares over 5 years: stood at $9.7 billion in 2022, then declined by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then dropped by 26.42% to $6.8 billion in 2025, then changed by 0.0% to $6.8 billion in 2026.
- The last three Preferred Shares figures came in at $6.8 billion (Q1 2026), $6.8 billion (Q4 2025), and $6.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 9.75 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 13.70 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 6.76 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 | - | - | - | 6.76 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 6.76 Bn |
| Dec 31, 2025 | 6.76 Bn |
| Sep 30, 2025 | 6.76 Bn |
| Jun 30, 2025 | 6.76 Bn |
| Mar 31, 2025 | 9.19 Bn |
| Dec 31, 2024 | 9.19 Bn |
| Sep 30, 2024 | 9.19 Bn |
| Jun 30, 2024 | 9.19 Bn |
| Mar 31, 2024 | 9.19 Bn |
| Dec 31, 2023 | 9.19 Bn |
| Sep 30, 2023 | 9.19 Bn |
| Jun 30, 2023 | 9.19 Bn |
| Mar 31, 2023 | 9.19 Bn |
| Dec 31, 2022 | 9.71 Bn |
| Sep 30, 2022 | 10.30 Bn |
| Jun 30, 2022 | 10.69 Bn |
| Mar 31, 2022 | 10.69 Bn |
| Dec 31, 2021 | 9.95 Bn |
| Sep 30, 2021 | 9.95 Bn |
| Jun 30, 2021 | 9.95 Bn |
| Mar 31, 2021 | 10.54 Bn |
| Dec 31, 2020 | 7.73 Bn |
| Sep 30, 2020 | 5.26 Bn |
| Mar 31, 2020 | 2.79 Bn |
| Dec 31, 2019 | 2.79 Bn |
| Sep 30, 2019 | 2.79 Bn |
| Jun 30, 2019 | 2.79 Bn |
| Mar 31, 2019 | 2.79 Bn |
| Dec 31, 2018 | 2.79 Bn |
| Sep 30, 2018 | 2.79 Bn |
| Jun 30, 2018 | 2.79 Bn |
| Mar 31, 2018 | 2.79 Bn |
| Dec 31, 2017 | 2.79 Bn |
| Sep 30, 2017 | 2.78 Bn |
| Jun 30, 2017 | 2.78 Bn |
| Mar 31, 2017 | 2.78 Bn |
| Dec 31, 2016 | 2.78 Bn |
| Sep 30, 2016 | 2.19 Bn |
| Jun 30, 2016 | 2.19 Bn |
| Mar 31, 2016 | 2.19 Bn |
| Dec 31, 2015 | 1.46 Bn |
| Sep 30, 2015 | 1.46 Bn |
| Jun 30, 2015 | 874.00 Mn |
| Mar 31, 2015 | 873.00 Mn |
| Dec 31, 2014 | 872.00 Mn |
| Sep 30, 2014 | 872.00 Mn |
| Jun 30, 2014 | 871.00 Mn |
| Mar 31, 2014 | 870.00 Mn |
| Dec 31, 2013 | 869.00 Mn |
| Sep 30, 2013 | 868.00 Mn |
| Jun 30, 2013 | 867.00 Mn |
| Dec 31, 2012 | 865.00 Mn |