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 338.83 Bn 205.30 Bn - 12.69 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 7.29 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 3.02 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -

Historic Data

Download Data
DateValue
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
Sep 30, 2018 -24.00 Mn