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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Schwab Charles (SCHW) Assets Average (2016 - 2025)

Schwab Charles (SCHW) has 17 years of Assets Average data on record, last reported at $478.1 billion in Q4 2025.

  • For Q4 2025, Assets Average rose 1.09% year-over-year to $478.1 billion; the TTM value through Dec 2025 reached $478.1 billion, up 1.09%, while the annual FY2025 figure was $485.4 billion, 0.22% changed from the prior year.
  • Assets Average reached $478.1 billion in Q4 2025 per SCHW's latest filing, up from $462.1 billion in the prior quarter.
  • Across five years, Assets Average topped out at $674.1 billion in Q1 2022 and bottomed at $457.9 billion in Q3 2024.
  • Average Assets Average over 5 years is $532.4 billion, with a median of $508.4 billion recorded in 2023.
  • Peak YoY movement for Assets Average: soared 67.34% in 2021, then decreased 20.59% in 2023.
  • A 5-year view of Assets Average shows it stood at $637.4 billion in 2021, then dropped by 11.41% to $564.7 billion in 2022, then decreased by 14.25% to $484.2 billion in 2023, then dropped by 2.32% to $472.9 billion in 2024, then rose by 1.09% to $478.1 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Assets Average were $478.1 billion in Q4 2025, $462.1 billion in Q3 2025, and $460.9 billion in Q2 2025.