Schwab Charles SCHW
NYSE SCHW
$108.24 -0.04 (-0.04%)
At close: Sep 2, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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