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Schwab Charles (SCHW) Assets (2016 - 2025)

Schwab Charles has reported Assets over the past 17 years, most recently at $491.0 billion for Q4 2025.

  • Quarterly results put Assets at $491.0 billion for Q4 2025, up 2.32% from a year ago — trailing twelve months through Dec 2025 was $491.0 billion (up 2.32% YoY), and the annual figure for FY2025 was $491.0 billion, up 2.32%.
  • Assets for Q4 2025 was $491.0 billion at Schwab Charles, up from $465.3 billion in the prior quarter.
  • Over the last five years, Assets for SCHW hit a ceiling of $681.0 billion in Q1 2022 and a floor of $449.7 billion in Q2 2024.
  • Median Assets over the past 5 years was $502.3 billion (2023), compared with a mean of $530.9 billion.
  • Biggest five-year swings in Assets: soared 51.97% in 2021 and later fell 21.35% in 2023.
  • Schwab Charles' Assets stood at $667.3 billion in 2021, then decreased by 17.31% to $551.8 billion in 2022, then decreased by 10.62% to $493.2 billion in 2023, then fell by 2.7% to $479.8 billion in 2024, then grew by 2.32% to $491.0 billion in 2025.
  • The last three reported values for Assets were $491.0 billion (Q4 2025), $465.3 billion (Q3 2025), and $458.9 billion (Q2 2025) per Business Quant data.