Schwab Charles (SCHW) Common Equity (2010 - 2026)

Schwab Charles (SCHW) posted quarterly Common Equity of $49.2 billion for Q1 2026, down 0.56% year-over-year from $49.5 billion in Q1 2025, and little changed quarter-over-quarter from $49.4 billion in Q4 2025.

Schwab Charles (SCHW) Common Equity (2010 - 2026) Analysis & Trends

Schwab Charles' Common Equity history runs 17 years deep, the most recent figure standing at $49.2 billion for Q1 2026.

  • In Q1 2026, Common Equity fell 0.56% year-over-year to $49.2 billion; the TTM figure through Mar 2026 stood at $49.2 billion (down 0.56% YoY), while the FY2025 annual figure was $49.4 billion, up 2.17% from the prior year.
  • Common Equity for Q1 2026 stood at $49.2 billion, roughly flat from $49.4 billion in the prior quarter.
  • The five-year high for Common Equity was $49.5 billion in Q1 2025, with the low at $36.3 billion in Q1 2023.
  • The 5-year median for Common Equity is $44.5 billion (2022), against an average of $44.0 billion.
  • The sharpest annual moves came in 2022 and 2024: Common Equity plunged 35.52% in 2022, then grew 24.96% in 2024.
  • Schwab Charles' Common Equity stood at $36.6 billion in 2022, then rose by 11.88% to $41.0 billion in 2023, then increased by 18.11% to $48.4 billion in 2024, then gained by 2.17% to $49.4 billion in 2025, then decreased by 0.39% to $49.2 billion in 2026.
  • Business Quant data shows SCHW's Common Equity at $49.2 billion in Q1 2026, $49.4 billion in Q4 2025, and $49.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Common Equity (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 117.44 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 122.74 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 49.23 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 5.18 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 9.54 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 2.66 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 38.70 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 21.26 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 5.76 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 7.34 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 49.23 Bn
Dec 31, 2025 49.43 Bn
Sep 30, 2025 49.38 Bn
Jun 30, 2025 49.45 Bn
Mar 31, 2025 49.51 Bn
Dec 31, 2024 48.38 Bn
Sep 30, 2024 47.22 Bn
Jun 30, 2024 43.95 Bn
Mar 31, 2024 42.41 Bn
Dec 31, 2023 40.96 Bn
Sep 30, 2023 37.78 Bn
Jun 30, 2023 37.15 Bn
Mar 31, 2023 36.35 Bn
Dec 31, 2022 36.61 Bn
Sep 30, 2022 37.04 Bn
Jun 30, 2022 44.51 Bn
Mar 31, 2022 48.10 Bn
Dec 31, 2021 56.26 Bn
Sep 30, 2021 57.44 Bn
Jun 30, 2021 57.45 Bn