Schwab Charles (SCHW-PJ) Preferred Shares (2012 - 2026)

Schwab Charles' Preferred Shares history runs 15 years deep, the most recent figure standing at $6.8 billion for Q1 2026.

• In Q1 2026, Preferred Shares fell 26.42% year-over-year to $6.8 billion; the TTM figure through Mar 2026 stood at $6.8 billion (down 26.42% YoY), while the FY2025 annual figure was $6.8 billion, down 26.42% from the prior year.
• Preferred Shares was $6.8 billion for Q1 2026 at Schwab Charles, roughly flat from $6.8 billion in the prior quarter.
• In the past five years, Preferred Shares ranged from a high of $10.7 billion in Q1 2022 to a low of $6.8 billion in Q2 2025.
• Historically, Preferred Shares has averaged $8.9 billion across 5 years, with a median of $9.2 billion in 2023.
• The sharpest annual moves came in 2022 and 2025: Preferred Shares climbed 7.43% in 2022, then dropped 26.42% in 2025.
• A 5-year view of Preferred Shares shows it stood at $9.7 billion in 2022, then dropped by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then slipped 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.