KPIs & Operating Metrics(New)
Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Others
Ratios
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 - 2026)

Schwab Charles has reported Assets Average over the past 13 years, most recently at $478.1 billion for 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 for Q4 2025 was $478.1 billion at Schwab Charles, up from $462.1 billion in the prior quarter.
  • Over five years, Assets Average peaked at $674.1 billion in Q1 2022 and troughed at $457.9 billion in Q3 2024.
  • A 5-year average of $532.4 billion and a median of $508.4 billion in 2023 define the central range for Assets Average.
  • Biggest five-year swings in Assets Average: soared 67.34% in 2021 and later decreased 20.59% in 2023.
  • Year by year, Assets Average stood at $637.4 billion in 2021, then fell by 11.41% to $564.7 billion in 2022, then dropped by 14.25% to $484.2 billion in 2023, then fell by 2.32% to $472.9 billion in 2024, then increased by 1.09% to $478.1 billion in 2025.
  • Business Quant data shows Assets Average for SCHW at $478.1 billion in Q4 2025, $462.1 billion in Q3 2025, and $460.9 billion in Q2 2025.