Schwab Charles (SCHW) Assets Average (2013 - 2026)

Schwab Charles' Assets Average history runs 14 years deep, the most recent figure standing at $492.2 billion for Q1 2026.

• In Q1 2026, Assets Average rose 4.41% year-over-year to $492.2 billion; the TTM figure through Mar 2026 stood at $492.2 billion (up 4.41% YoY), while the FY2025 annual figure was $485.4 billion, changed 0.22% from the prior year.
• Assets Average for Q1 2026 stood at $492.2 billion, up from $478.1 billion in the prior quarter.
• The five-year high for Assets Average was $674.1 billion in Q1 2022, with the low at $457.9 billion in Q3 2024.
• The 5-year median for Assets Average is $484.2 billion (2023), against an average of $516.8 billion.
• The sharpest annual moves came in 2022 and 2023: Assets Average grew 21.19% in 2022, then retreated 20.59% in 2023.
• Schwab Charles' Assets Average stood at $564.7 billion in 2022, then retreated 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, then advanced by 2.93% to $492.2 billion in 2026.
• Business Quant data shows SCHW's Assets Average at $492.2 billion in Q1 2026, $478.1 billion in Q4 2025, and $462.1 billion in Q3 2025.