KPIs & Operating Metrics(New)

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

Historic Equity Average for Schwab Charles (SCHW) over the last 17 years, with Q3 2025 value amounting to $49.4 billion.

  • Schwab Charles' Equity Average rose 840.97% to $49.4 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $49.4 billion, marking a year-over-year increase of 840.97%. This contributed to the annual value of $44.7 billion for FY2024, which is 1517.03% up from last year.
  • As of Q3 2025, Schwab Charles' Equity Average stood at $49.4 billion, which was up 840.97% from $49.5 billion recorded in Q2 2025.
  • In the past 5 years, Schwab Charles' Equity Average registered a high of $57.4 billion during Q3 2021, and its lowest value of $36.5 billion during Q1 2023.
  • Moreover, its 5-year median value for Equity Average was $46.3 billion (2022), whereas its average is $46.3 billion.
  • As far as peak fluctuations go, Schwab Charles' Equity Average soared by 13253.98% in 2021, and later tumbled by 3522.69% in 2022.
  • Over the past 5 years, Schwab Charles' Equity Average (Quarter) stood at $56.9 billion in 2021, then tumbled by 35.23% to $36.8 billion in 2022, then increased by 6.92% to $39.4 billion in 2023, then grew by 21.4% to $47.8 billion in 2024, then grew by 3.39% to $49.4 billion in 2025.
  • Its Equity Average stands at $49.4 billion for Q3 2025, versus $49.5 billion for Q2 2025 and $48.9 billion for Q1 2025.