Schwab Charles (SCHW) Assets (2009 - 2026)

Schwab Charles has reported Assets for 18 years, with the latest figure at $517.3 billion in Q2 2026.

• On a quarterly basis, Assets rose 12.71% year-over-year to $517.3 billion in Q2 2026; TTM through Jun 2026 was $517.3 billion, a 12.71% increase from a year earlier, with the FY2025 full-year figure at $491.0 billion, up 2.32% from the prior year.
• Assets was $517.3 billion for Q2 2026 at Schwab Charles, up from $493.3 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.
• Average Assets over 5 years is $512.0 billion, with a median of $492.1 billion recorded in 2023.
• The sharpest annual moves came in 2022 and 2023: Assets grew 20.85% in 2022, then declined 21.35% in 2023.
• Over 5 years, Assets stood at $551.8 billion in 2022, then declined 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, then climbed by 5.35% to $517.3 billion in 2026.
• The last three Assets figures came in at $517.3 billion (Q2 2026), $493.3 billion (Q1 2026), and $491.0 billion (Q4 2025), per Business Quant data.