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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 - 2025)

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

  • For Q3 2025, Equity Average rose 8.41% year-over-year to $49.4 billion; the TTM value through Sep 2025 reached $49.4 billion, up 8.41%, while the annual FY2024 figure was $44.7 billion, 15.17% up from the prior year.
  • Equity Average 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, Equity Average topped out at $57.4 billion in Q3 2021 and bottomed at $36.5 billion in Q1 2023.
  • Average Equity Average over 5 years is $46.3 billion, with a median of $46.3 billion recorded in 2022.
  • Peak YoY movement for Equity Average: soared 132.54% in 2021, then plummeted 35.23% in 2022.
  • A 5-year view of Equity Average shows it 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 rose by 21.4% to $47.8 billion in 2024, then rose by 3.39% to $49.4 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Equity Average were $49.4 billion in Q3 2025, $49.5 billion in Q2 2025, and $48.9 billion in Q1 2025.