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Schwab Charles (SCHW) Common Equity (2016 - 2025)

Schwab Charles (SCHW) has 17 years of Common Equity data on record, last reported at $49.4 billion in Q3 2025.

  • For Q3 2025, Common Equity rose 4.59% year-over-year to $49.4 billion; the TTM value through Sep 2025 reached $49.4 billion, up 4.59%, while the annual FY2024 figure was $48.4 billion, 18.11% up from the prior year.
  • Common Equity reached $49.4 billion in Q3 2025 per SCHW's latest filing, roughly flat from $49.5 billion in the prior quarter.
  • Across five years, Common Equity topped out at $57.4 billion in Q2 2021 and bottomed at $36.3 billion in Q1 2023.
  • Average Common Equity over 5 years is $46.1 billion, with a median of $47.2 billion recorded in 2024.
  • Peak YoY movement for Common Equity: skyrocketed 111.63% in 2021, then tumbled 35.52% in 2022.
  • A 5-year view of Common Equity shows it stood at $56.3 billion in 2021, then plummeted by 34.93% to $36.6 billion in 2022, then grew by 11.88% to $41.0 billion in 2023, then rose by 18.11% to $48.4 billion in 2024, then rose by 2.09% to $49.4 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Common Equity were $49.4 billion in Q3 2025, $49.5 billion in Q2 2025, and $49.5 billion in Q1 2025.