Schwab Charles (SCHW) Assets (2009 - 2026)

Schwab Charles' Assets history runs 18 years deep, the most recent figure standing at $493.3 billion for Q1 2026.

• In Q1 2026, Assets rose 6.57% year-over-year to $493.3 billion; the TTM figure through Mar 2026 stood at $493.3 billion (up 6.57% YoY), while the FY2025 annual figure was $491.0 billion, up 2.32% from the prior year.
• Assets for Q1 2026 stood at $493.3 billion, roughly flat from $491.0 billion in the prior quarter.
• The five-year high for Assets was $681.0 billion in Q1 2022, with the low at $449.7 billion in Q2 2024.
• The 5-year median for Assets is $491.0 billion (2025), against an average of $511.7 billion.
• The sharpest annual moves came in 2022 and 2023: Assets advanced 20.85% in 2022, then slipped 21.35% in 2023.
• Schwab Charles' Assets stood at $551.8 billion in 2022, then slipped by 10.62% to $493.2 billion in 2023, then dropped by 2.7% to $479.8 billion in 2024, then advanced by 2.32% to $491.0 billion in 2025, then increased by 0.47% to $493.3 billion in 2026.
• Business Quant data shows SCHW's Assets at $493.3 billion in Q1 2026, $491.0 billion in Q4 2025, and $465.3 billion in Q3 2025.