Schwab Charles (SCHW) Change in Net Loans (2012 - 2026)
Schwab Charles (SCHW) posted quarterly Change in Net Loans of $3.0 billion for Q1 2026, up 56.69% year-over-year from $1.9 billion in Q1 2025, and down 31.04% quarter-over-quarter from $4.4 billion in Q4 2025.
Schwab Charles (SCHW) Change in Net Loans (2012 - 2026) Analysis & Trends
Schwab Charles' Change in Net Loans history runs 13 years deep, the most recent figure standing at $3.0 billion for Q1 2026.
- In Q1 2026, Change in Net Loans rose 56.69% year-over-year to $3.0 billion; the TTM figure through Mar 2026 stood at $13.9 billion (up 118.35% YoY), while the FY2025 annual figure was $12.8 billion, up 167.54% from the prior year.
- Change in Net Loans for Q1 2026 stood at $3.0 billion, down from $4.4 billion in the prior quarter.
- The five-year high for Change in Net Loans was $4.4 billion in Q4 2025, with the low at -$521.0 million in Q1 2023.
- The 5-year median for Change in Net Loans is $1.4 billion (2024), against an average of $1.5 billion.
- The sharpest annual moves came in 2023 and 2024: Change in Net Loans slumped 120.9% in 2023, then surged 1849.47% in 2024.
- Schwab Charles' Change in Net Loans stood at $135.0 million in 2022, then retreated by 29.63% to $95.0 million in 2023, then soared by 1849.47% to $1.9 billion in 2024, then surged by 136.56% to $4.4 billion in 2025, then plunged by 31.04% to $3.0 billion in 2026.
- Business Quant data shows SCHW's Change in Net Loans at $3.0 billion in Q1 2026, $4.4 billion in Q4 2025, and $3.2 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Net Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 12.69 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 7.29 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 6.04 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 6.04 Bn |
| Mar 31, 2026 | 3.02 Bn |
| Dec 31, 2025 | 4.38 Bn |
| Sep 30, 2025 | 3.20 Bn |
| Jun 30, 2025 | 3.30 Bn |
| Mar 31, 2025 | 1.93 Bn |
| Dec 31, 2024 | 1.85 Bn |
| Sep 30, 2024 | 1.18 Bn |
| Jun 30, 2024 | 1.41 Bn |
| Mar 31, 2024 | 349.00 Mn |
| Dec 31, 2023 | 95.00 Mn |
| Sep 30, 2023 | 219.00 Mn |
| Jun 30, 2023 | 108.00 Mn |
| Mar 31, 2023 | -521.00 Mn |
| Dec 31, 2022 | 135.00 Mn |
| Sep 30, 2022 | 823.00 Mn |
| Jun 30, 2022 | 2.34 Bn |
| Mar 31, 2022 | 2.49 Bn |
| Mar 31, 2019 | -81.00 Mn |
| Dec 31, 2018 | 43.00 Mn |