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

  • Quarterly results put Equity Average at $49.4 billion for Q4 2025, up 3.37% from a year ago — trailing twelve months through Dec 2025 was $49.4 billion (up 3.37% YoY), and the annual figure for FY2025 was $48.9 billion, up 9.48%.
  • Equity Average for Q4 2025 was $49.4 billion at Schwab Charles, roughly flat from $49.4 billion in the prior quarter.
  • Over the last five years, Equity Average for SCHW hit a ceiling of $57.4 billion in Q3 2021 and a floor of $36.5 billion in Q1 2023.
  • Median Equity Average over the past 5 years was $47.1 billion (2022), compared with a mean of $46.4 billion.
  • Biggest five-year swings in Equity Average: surged 132.54% in 2021 and later crashed 35.23% in 2022.
  • Schwab Charles' Equity Average 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 grew by 21.4% to $47.8 billion in 2024, then grew by 3.37% to $49.4 billion in 2025.
  • The last three reported values for Equity Average were $49.4 billion (Q4 2025), $49.4 billion (Q3 2025), and $49.5 billion (Q2 2025) per Business Quant data.