KPIs & Operating Metrics(New)

Schwab Charles (SCHW) Assets (2016 - 2025)

Historic Assets for Schwab Charles (SCHW) over the last 17 years, with Q3 2025 value amounting to $465.3 billion.

  • Schwab Charles' Assets fell 17.17% to $465.3 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $465.3 billion, marking a year-over-year decrease of 17.17%. This contributed to the annual value of $479.8 billion for FY2024, which is 270.39% down from last year.
  • Per Schwab Charles' latest filing, its Assets stood at $465.3 billion for Q3 2025, which was down 17.17% from $458.9 billion recorded in Q2 2025.
  • Schwab Charles' 5-year Assets high stood at $681.0 billion for Q1 2022, and its period low was $449.7 billion during Q2 2024.
  • Its 5-year average for Assets is $533.0 billion, with a median of $511.5 billion in 2023.
  • As far as peak fluctuations go, Schwab Charles' Assets skyrocketed by 5196.57% in 2021, and later crashed by 2135.22% in 2023.
  • Over the past 5 years, Schwab Charles' Assets (Quarter) stood at $667.3 billion in 2021, then fell by 17.31% to $551.8 billion in 2022, then fell by 10.62% to $493.2 billion in 2023, then decreased by 2.7% to $479.8 billion in 2024, then dropped by 3.04% to $465.3 billion in 2025.
  • Its Assets was $465.3 billion in Q3 2025, compared to $458.9 billion in Q2 2025 and $462.9 billion in Q1 2025.