Schwab Charles (SCHW) Equity Ratio (2010 - 2026)
Schwab Charles (SCHW) posted quarterly Equity Ratio of 0.1 for Q1 2026, down 6.69% year-over-year from 0.11 in Q1 2025, and down 0.86% on a QoQ basis from 0.1 in Q4 2025.
Schwab Charles (SCHW) Equity Ratio (2010 - 2026) Analysis & Trends
Schwab Charles (SCHW) has reported Equity Ratio for 17 consecutive years, with 0.1 the latest figure, recorded in Q1 2026.
- In Q1 2026, Equity Ratio fell 6.69% year-over-year to 0.1; the TTM figure through Mar 2026 stood at 0.1 (down 6.69% YoY), while the FY2025 annual figure was 0.1, changed 0.15% from the prior year.
- Equity Ratio came in at 0.1 for Q1 2026 at Schwab Charles, down from 0.1 in the prior quarter.
- The five-year high for Equity Ratio was 0.11 in Q2 2025, with the low at 0.06 in Q3 2022.
- Average Equity Ratio over 5 years is 0.09, with a median of 0.09 recorded in 2024.
- Across the five-year window, Equity Ratio plunged 32.17% in 2022 and surged 34.59% in 2024, its largest moves.
- Year by year, Equity Ratio stood at 0.07 in 2022, then grew by 25.18% to 0.08 in 2023, then grew by 21.39% to 0.1 in 2024, then fell by 0.15% to 0.1 in 2025, then dropped by 0.86% to 0.1 in 2026.
- According to Business Quant data, Equity Ratio over the past three periods registered 0.1, 0.1, and 0.11 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 0.07 |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 0.06 |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 0.10 |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 0.18 |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 0.21 |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 0.30 |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 0.88 |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 0.04 |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 0.37 |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 0.41 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.10 |
| Dec 31, 2025 | 0.10 |
| Sep 30, 2025 | 0.11 |
| Jun 30, 2025 | 0.11 |
| Mar 31, 2025 | 0.11 |
| Dec 31, 2024 | 0.10 |
| Sep 30, 2024 | 0.10 |
| Jun 30, 2024 | 0.10 |
| Mar 31, 2024 | 0.09 |
| Dec 31, 2023 | 0.08 |
| Sep 30, 2023 | 0.08 |
| Jun 30, 2023 | 0.07 |
| Mar 31, 2023 | 0.07 |
| Dec 31, 2022 | 0.07 |
| Sep 30, 2022 | 0.06 |
| Jun 30, 2022 | 0.07 |
| Mar 31, 2022 | 0.07 |
| Dec 31, 2021 | 0.08 |
| Sep 30, 2021 | 0.09 |
| Jun 30, 2021 | 0.10 |