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Schwab Charles (SCHW) Assets: 2009-2024

Historic Assets for Schwab Charles (SCHW) over the last 16 years, with Dec 2024 value amounting to $479.8 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.
  • Per Schwab Charles' latest filing, its Assets stood at $479.8 billion for FY2024, which was down 2.70% from $493.2 billion recorded in FY2023.
  • In the past 5 years, Schwab Charles' Assets ranged from a high of $667.3 billion in FY2021 and a low of $479.8 billion during FY2024.
  • Over the past 3 years, Schwab Charles' median Assets value was $493.2 billion (recorded in 2023), while the average stood at $508.3 billion.
  • As far as peak fluctuations go, Schwab Charles' Assets surged by 86.74% in 2020, and later decreased by 17.31% in 2022.
  • Yearly analysis of 5 years shows Schwab Charles' Assets stood at $549.0 billion in 2020, then climbed by 21.54% to $667.3 billion in 2021, then decreased by 17.31% to $551.8 billion in 2022, then fell by 10.62% to $493.2 billion in 2023, then dropped by 2.70% to $479.8 billion in 2024.