KPIs & Operating Metrics(New)
Balance Sheet
Accounts PayablesAccumulated ExpensesAssetsCash & Current InvestmentsCash & EquivalentsCommon EquityGoodwillGoodwill & IntangiblesIntangiblesLiabilities and Shareholders EquityLoans - NetNon-Current DebtNotes PayablesOther Non-Current AssetsPayablesPreferred SharesProperty, Plant & Equipment (Net)Receivables - AccuredReceivables - AffiliatesReceivables - CustomersRetained EarningsSecurities - Held-to-maturitySecurities - TradableShareholder's EquityShort term DebtTotal DebtTotal LiabilitiesTreasury Shares
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Others
Ratios

Schwab Charles (SCHW) Assets (2016 - 2025)

Schwab Charles (SCHW) has 17 years of Assets data on record, last reported at $491.0 billion in Q4 2025.

  • For Q4 2025, Assets rose 2.32% year-over-year to $491.0 billion; the TTM value through Dec 2025 reached $491.0 billion, up 2.32%, while the annual FY2025 figure was $491.0 billion, 2.32% up from the prior year.
  • Assets reached $491.0 billion in Q4 2025 per SCHW's latest filing, up from $465.3 billion in the prior quarter.
  • Across five years, Assets topped out at $681.0 billion in Q1 2022 and bottomed at $449.7 billion in Q2 2024.
  • Average Assets over 5 years is $530.9 billion, with a median of $502.3 billion recorded in 2023.
  • Peak YoY movement for Assets: skyrocketed 51.97% in 2021, then dropped 21.35% in 2023.
  • A 5-year view of Assets shows it stood at $667.3 billion in 2021, then dropped by 17.31% to $551.8 billion in 2022, then dropped by 10.62% to $493.2 billion in 2023, then decreased by 2.7% to $479.8 billion in 2024, then rose by 2.32% to $491.0 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Assets were $491.0 billion in Q4 2025, $465.3 billion in Q3 2025, and $458.9 billion in Q2 2025.