KPIs & Operating Metrics(New)

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

Schwab Charles has reported Assets Average over the past 13 years, most recently at $478.1 billion for Q4 2025.

  • Quarterly results put Assets Average at $478.1 billion for Q4 2025, up 1.09% from a year ago — trailing twelve months through Dec 2025 was $478.1 billion (up 1.09% YoY), and the annual figure for FY2025 was $485.4 billion, changed 0.22%.
  • Assets Average for Q4 2025 was $478.1 billion at Schwab Charles, up from $462.1 billion in the prior quarter.
  • Over the last five years, Assets Average for SCHW hit a ceiling of $674.1 billion in Q1 2022 and a floor of $457.9 billion in Q3 2024.
  • Median Assets Average over the past 5 years was $508.4 billion (2023), compared with a mean of $532.4 billion.
  • Biggest five-year swings in Assets Average: surged 67.34% in 2021 and later dropped 20.59% in 2023.
  • Schwab Charles' Assets Average stood at $637.4 billion in 2021, then decreased by 11.41% to $564.7 billion in 2022, then fell by 14.25% to $484.2 billion in 2023, then decreased by 2.32% to $472.9 billion in 2024, then grew by 1.09% to $478.1 billion in 2025.
  • The last three reported values for Assets Average were $478.1 billion (Q4 2025), $462.1 billion (Q3 2025), and $460.9 billion (Q2 2025) per Business Quant data.