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.
Analysis
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 Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 329.44 Bn | 169.31 Bn | - | 117.44 Bn |
| 2 | Goldman Sachs | 300.90 Bn | -675.44 Bn | - | 122.74 Bn |
| 3 | Schwab Charles | 188.46 Bn | 114.86 Bn | - | 50.15 Bn |
| 4 | Robinhood Markets | 95.87 Bn | 78.49 Bn | 1.20 Bn | 9.54 Bn |
| 5 | Interactive Brokers | 39.89 Bn | -24.41 Bn | - | 22.25 Bn |
| 6 | LPL Financial Holdings | 28.30 Bn | 25.60 Bn | - | 5.76 Bn |
| 7 | Circle Internet | 22.04 Bn | 20.31 Bn | 288.85 Mn | 3.51 Bn |
| 8 | Tradeweb Markets | 22.00 Bn | 19.94 Bn | - | 7.34 Bn |
| 9 | Futu Holdings | 16.48 Bn | -19,683,684.71 Bn | 792.50 Mn | 4.96 Bn |
| 10 | UP Fintech Holding | 12.74 Bn | 12.74 Bn | - | 886.89 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 50.15 Bn |
| 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 |