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Schwab Charles (SCHW) Assets: 2009-2025

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

  • Schwab Charles' Assets fell 0.17% 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 0.17%. This contributed to the annual value of $479.8 billion for FY2024, which is 2.70% down from last year.
  • As of Q3 2025, Schwab Charles' Assets stood at $465.3 billion, which was up 1.38% from $458.9 billion recorded in Q2 2025.
  • Schwab Charles' Assets' 5-year high stood at $681.0 billion during Q1 2022, with a 5-year trough of $449.7 billion in Q2 2024.
  • In the last 3 years, Schwab Charles' Assets had a median value of $468.8 billion in 2024 and averaged $478.8 billion.
  • Per our database at Business Quant, Schwab Charles' Assets surged by 51.97% in 2021 and then dropped by 21.35% in 2023.
  • Schwab Charles' Assets (Quarterly) stood at $667.3 billion in 2021, then decreased by 17.31% to $551.8 billion in 2022, then dropped by 10.62% to $493.2 billion in 2023, then fell by 2.70% to $479.8 billion in 2024, then declined by 0.17% to $465.3 billion in 2025.
  • Its Assets stands at $465.3 billion for Q3 2025, versus $458.9 billion for Q2 2025 and $462.9 billion for Q1 2025.