KPIs & Operating Metrics(New)
Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Others
Ratios
Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Schwab Charles (SCHW) Equity Average (2016 - 2026)

Schwab Charles has reported Equity Average over the past 13 years, most recently at $49.4 billion for Q4 2025.

  • For Q4 2025, Equity Average rose 3.37% year-over-year to $49.4 billion; the TTM value through Dec 2025 reached $49.4 billion, up 3.37%, while the annual FY2025 figure was $48.9 billion, 9.48% up from the prior year.
  • Equity Average for Q4 2025 was $49.4 billion at Schwab Charles, roughly flat from $49.4 billion in the prior quarter.
  • Over five years, Equity Average peaked at $57.4 billion in Q3 2021 and troughed at $36.5 billion in Q1 2023.
  • A 5-year average of $46.4 billion and a median of $47.1 billion in 2022 define the central range for Equity Average.
  • Biggest five-year swings in Equity Average: soared 132.54% in 2021 and later plummeted 35.23% in 2022.
  • Year by year, Equity Average stood at $56.9 billion in 2021, then plummeted by 35.23% to $36.8 billion in 2022, then grew by 6.92% to $39.4 billion in 2023, then increased by 21.4% to $47.8 billion in 2024, then increased by 3.37% to $49.4 billion in 2025.
  • Business Quant data shows Equity Average for SCHW at $49.4 billion in Q4 2025, $49.4 billion in Q3 2025, and $49.5 billion in Q2 2025.