Schwab Charles (SCHW-PJ) Receivables - Affiliates (2009 - 2026)

Schwab Charles' quarterly Receivables - Affiliates came in at $11.8 billion in Q1 2026, up 301.91% year-on-year from $2.9 billion in Q1 2025, and up 64.23% quarter-over-quarter from $7.2 billion in Q4 2025.

Schwab Charles has reported Receivables - Affiliates for 15 years, with the latest figure at $11.8 billion in Q1 2026.

  • For the quarter ending Q1 2026, Receivables - Affiliates rose 301.91% year-over-year to $11.8 billion; the trailing twelve-month figure through Mar 2026 stood at $11.8 billion (up 301.91% YoY), and the FY2025 full-year result was $7.2 billion, up 194.67% from the prior year.
  • Receivables - Affiliates for Q1 2026 stood at $11.8 billion, up from $7.2 billion in the prior quarter.
  • The five-year high for Receivables - Affiliates was $11.8 billion in Q1 2026, with the low at $2.4 billion in Q4 2024.
  • Average Receivables - Affiliates over 4 years is $5.2 billion, with a median of $4.3 billion recorded in 2025.
  • Year-over-year, Receivables - Affiliates decreased 26.66% in 2024 and surged 301.91% in 2026.
  • Tracing SCHW-PJ's Receivables - Affiliates over 4 years: stood at $3.3 billion in 2023, then declined by 26.66% to $2.4 billion in 2024, then surged by 194.67% to $7.2 billion in 2025, then jumped by 64.23% to $11.8 billion in 2026.
  • The last three Receivables - Affiliates figures came in at $11.8 billion (Q1 2026), $7.2 billion (Q4 2025), and $4.7 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Receivables - Affiliates (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - -
2 Goldman Sachs 318.59 Bn -618.96 Bn - -
3 Schwab Charles 154.74 Bn 109.76 Bn - 11.81 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn -
5 Interactive Brokers 39.54 Bn 50.13 Bn - 5.41 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 - - - 11.81 Bn

Historic Data

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DateValue
Mar 31, 2026 11.81 Bn
Mar 31, 2026 11.81 Bn
Dec 31, 2025 7.19 Bn
Dec 31, 2025 7.19 Bn
Sep 30, 2025 4.73 Bn
Sep 30, 2025 4.73 Bn
Jun 30, 2025 4.30 Bn
Jun 30, 2025 4.30 Bn
Mar 31, 2025 2.94 Bn
Mar 31, 2025 2.94 Bn
Dec 31, 2024 2.44 Bn
Dec 31, 2024 2.44 Bn
Dec 31, 2023 3.33 Bn
Dec 31, 2023 3.33 Bn
Sep 30, 2019 1.32 Bn
Sep 30, 2019 1.32 Bn
Jun 30, 2019 463.00 Mn
Jun 30, 2019 463.00 Mn
Mar 31, 2019 616.00 Mn
Mar 31, 2019 616.00 Mn
Dec 31, 2018 553.00 Mn
Dec 31, 2018 553.00 Mn
Sep 30, 2018 798.00 Mn
Sep 30, 2018 798.00 Mn
Jun 30, 2018 1.03 Bn
Jun 30, 2018 1.03 Bn
Mar 31, 2018 894.00 Mn
Mar 31, 2018 894.00 Mn
Dec 31, 2017 649.00 Mn
Dec 31, 2017 649.00 Mn
Sep 30, 2017 665.00 Mn
Sep 30, 2017 665.00 Mn
Jun 30, 2017 910.00 Mn
Jun 30, 2017 910.00 Mn
Mar 31, 2017 721.00 Mn
Mar 31, 2017 721.00 Mn
Dec 31, 2016 728.00 Mn
Dec 31, 2016 728.00 Mn
Sep 30, 2016 947.00 Mn
Sep 30, 2016 947.00 Mn
Jun 30, 2016 1.01 Bn
Jun 30, 2016 1.01 Bn
Mar 31, 2016 1.11 Bn
Mar 31, 2016 1.11 Bn
Dec 31, 2015 582.00 Mn
Dec 31, 2015 582.00 Mn
Sep 30, 2015 583.00 Mn
Sep 30, 2015 583.00 Mn
Jun 30, 2015 917.00 Mn
Jun 30, 2015 917.00 Mn
Mar 31, 2015 457.00 Mn
Mar 31, 2015 457.00 Mn
Dec 31, 2014 469.00 Mn
Dec 31, 2014 469.00 Mn
Sep 30, 2014 458.00 Mn
Sep 30, 2014 458.00 Mn
Jun 30, 2014 522.00 Mn
Jun 30, 2014 522.00 Mn
Mar 31, 2014 482.00 Mn
Mar 31, 2014 482.00 Mn
Dec 31, 2013 509.00 Mn
Dec 31, 2013 509.00 Mn
Sep 30, 2013 511.00 Mn
Sep 30, 2013 511.00 Mn
Jun 30, 2013 395.00 Mn
Jun 30, 2013 395.00 Mn
Dec 31, 2012 333.00 Mn
Dec 31, 2012 333.00 Mn
Dec 31, 2011 230.00 Mn
Dec 31, 2011 230.00 Mn
Dec 31, 2010 415.00 Mn
Dec 31, 2010 415.00 Mn
Dec 31, 2009 560.00 Mn
Dec 31, 2009 560.00 Mn