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Schwab Charles (SCHW) Equity Average: 2009-2025

Historic Equity Average for Schwab Charles (SCHW) over the last 16 years, with Sep 2025 value amounting to $49.4 billion.

  • Schwab Charles' Equity Average rose 8.41% 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 8.41%. This contributed to the annual value of $44.7 billion for FY2024, which is 15.17% up from last year.
  • Latest data reveals that Schwab Charles reported Equity Average of $49.4 billion as of Q3 2025, which was down 0.13% from $49.5 billion recorded in Q2 2025.
  • Schwab Charles' Equity Average's 5-year high stood at $57.4 billion during Q3 2021, with a 5-year trough of $36.5 billion in Q1 2023.
  • Over the past 3 years, Schwab Charles' median Equity Average value was $43.2 billion (recorded in 2024), while the average stood at $43.3 billion.
  • Per our database at Business Quant, Schwab Charles' Equity Average soared by 132.54% in 2021 and then plummeted by 35.23% in 2022.
  • Over the past 5 years, Schwab Charles' Equity Average (Quarterly) stood at $56.9 billion in 2021, then crashed by 35.23% to $36.8 billion in 2022, then rose by 6.92% to $39.4 billion in 2023, then climbed by 21.40% to $47.8 billion in 2024, then climbed by 8.41% to $49.4 billion in 2025.
  • Its Equity Average was $49.4 billion in Q3 2025, compared to $49.5 billion in Q2 2025 and $48.9 billion in Q1 2025.