Schwab Charles (SCHW) Assets (2009 - 2026)
Schwab Charles' Assets was $517.27 billion in Q2 2026, up 12.7% from $458.94 billion a year earlier and up 4.9% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Assets (2009 - 2026) Analysis & Trends
At the end of FY2025, Assets at Schwab Charles came in at $491 billion, up 2.3% from FY2024.
- Assets shows a five-year compound annual growth rate of -2.2% (FY2020 to FY2025).
- In earlier years, Assets was $479.84 billion in FY2024 (-2.7%), $493.18 billion in FY2023 (-10.6%), $551.77 billion in FY2022 (-17.3%) and $667.27 billion in FY2021 (+21.5%).
- The Q2 2026 figure marks the highest quarterly Assets since Q1 2023.
- Compared with a year earlier, Assets has increased for three straight quarters, with growth averaging 2.2% over the last eight quarters.
- The best year-over-year quarter for Assets over five years was Q3 2021 (growth of 44.9%); the worst was Q1 2023 (a decline of 21.4%).
- Per Business Quant data, SCHW's Assets in the three quarters before Q2 2026 was $493.32 billion (Q1 2026), $491 billion (Q4 2025) and $465.26 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 5,015.07 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 68,147.28 Bn |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 3,499.19 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | 438.87 Bn |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 1,675.06 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 1,792.15 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 2,722.33 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 2,127.71 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 2,282.20 Bn |
| 10 | Schwab Charles | 167.23 Bn | 5.07 Bn | - | 517.27 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 517.27 Bn |
| Mar 31, 2026 | 493.32 Bn |
| Dec 31, 2025 | 491.00 Bn |
| Sep 30, 2025 | 465.26 Bn |
| Jun 30, 2025 | 458.94 Bn |
| Mar 31, 2025 | 462.90 Bn |
| Dec 31, 2024 | 479.84 Bn |
| Sep 30, 2024 | 466.06 Bn |
| Jun 30, 2024 | 449.68 Bn |
| Mar 31, 2024 | 468.78 Bn |
| Dec 31, 2023 | 493.18 Bn |
| Sep 30, 2023 | 475.20 Bn |
| Jun 30, 2023 | 511.51 Bn |
| Mar 31, 2023 | 535.55 Bn |
| Dec 31, 2022 | 551.77 Bn |
| Sep 30, 2022 | 577.56 Bn |
| Jun 30, 2022 | 637.56 Bn |
| Mar 31, 2022 | 680.95 Bn |
| Dec 31, 2021 | 667.27 Bn |
| Sep 30, 2021 | 607.55 Bn |
API Access
Schwab Charles Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();