Schwab Charles (SCHW) Equity Ratio (2016 - 2025)
Schwab Charles (SCHW) has 17 years of Equity Ratio data on record, last reported at 0.11 in Q3 2025.
- For Q3 2025, Equity Ratio rose 4.77% year-over-year to 0.11; the TTM value through Sep 2025 reached 0.11, up 4.77%, while the annual FY2024 figure was 0.1, 21.39% up from the prior year.
- Equity Ratio reached 0.11 in Q3 2025 per SCHW's latest filing, down from 0.11 in the prior quarter.
- Across five years, Equity Ratio topped out at 0.11 in Q2 2025 and bottomed at 0.06 in Q3 2022.
- Average Equity Ratio over 5 years is 0.09, with a median of 0.09 recorded in 2024.
- Peak YoY movement for Equity Ratio: surged 39.26% in 2021, then tumbled 32.17% in 2022.
- A 5-year view of Equity Ratio shows it stood at 0.08 in 2021, then fell by 21.31% to 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 increased by 5.29% to 0.11 in 2025.
- Per Business Quant database, its latest 3 readings for Equity Ratio were 0.11 in Q3 2025, 0.11 in Q2 2025, and 0.11 in Q1 2025.