Schwab Charles (SCHW) Asset Utilization Ratio (2013 - 2026)
Schwab Charles (SCHW) posted quarterly Asset Utilization Ratio of 0.05 for Q1 2026, up 16.08% year-over-year from 0.04 in Q1 2025, and up 0.73% quarter-over-quarter from 0.05 in Q4 2025.
Analysis
Schwab Charles (SCHW) Asset Utilization Ratio (2013 - 2026) Analysis & Trends
Schwab Charles' Asset Utilization Ratio history runs 14 years deep, the most recent figure standing at 0.05 for Q1 2026.
- In Q1 2026, Asset Utilization Ratio rose 16.08% year-over-year to 0.05; the TTM figure through Mar 2026 stood at 0.05 (up 16.08% YoY), while the FY2025 annual figure was 0.05, up 22.28% from the prior year.
- Asset Utilization Ratio for Q1 2026 stood at 0.05, up from 0.05 in the prior quarter.
- The five-year high for Asset Utilization Ratio was 0.05 in Q1 2026, with the low at 0.03 in Q1 2022.
- The 5-year median for Asset Utilization Ratio is 0.04 (2024), against an average of 0.04.
- The sharpest annual moves came in 2023 and 2024: Asset Utilization Ratio surged 42.31% in 2023, then fell 1.6% in 2024.
- Schwab Charles' Asset Utilization Ratio stood at 0.04 in 2022, then rose by 5.81% to 0.04 in 2023, then rose by 6.56% to 0.04 in 2024, then rose by 20.69% to 0.05 in 2025, then rose by 0.73% to 0.05 in 2026.
- Business Quant data shows SCHW's Asset Utilization Ratio at 0.05 in Q1 2026, 0.05 in Q4 2025, and 0.05 in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Asset Util. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 329.44 Bn | 169.31 Bn | - | 0.05 |
| 2 | Goldman Sachs | 300.90 Bn | -675.44 Bn | - | 0.03 |
| 3 | Schwab Charles | 188.46 Bn | 114.86 Bn | - | 0.05 |
| 4 | Robinhood Markets | 95.87 Bn | 78.49 Bn | 1.20 Bn | 0.10 |
| 5 | Interactive Brokers | 39.89 Bn | -24.41 Bn | - | 0.03 |
| 6 | LPL Financial Holdings | 28.30 Bn | 25.60 Bn | - | 1.02 |
| 7 | Circle Internet | 22.04 Bn | 20.31 Bn | 288.85 Mn | 0.04 |
| 8 | Tradeweb Markets | 22.00 Bn | 19.94 Bn | - | 0.27 |
| 9 | Futu Holdings | 16.48 Bn | -19,683,684.71 Bn | 792.50 Mn | 0.10 |
| 10 | UP Fintech Holding | 12.74 Bn | 12.74 Bn | - | 0.07 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.05 |
| Mar 31, 2026 | 0.05 |
| Dec 31, 2025 | 0.05 |
| Sep 30, 2025 | 0.05 |
| Jun 30, 2025 | 0.05 |
| Mar 31, 2025 | 0.04 |
| Dec 31, 2024 | 0.04 |
| Sep 30, 2024 | 0.04 |
| Jun 30, 2024 | 0.04 |
| Mar 31, 2024 | 0.04 |
| Dec 31, 2023 | 0.04 |
| Sep 30, 2023 | 0.04 |
| Jun 30, 2023 | 0.04 |
| Mar 31, 2023 | 0.04 |
| Dec 31, 2022 | 0.04 |
| Sep 30, 2022 | 0.03 |
| Jun 30, 2022 | 0.03 |
| Mar 31, 2022 | 0.03 |
| Dec 31, 2021 | 0.03 |
| Sep 30, 2021 | 0.03 |