KPIs & Operating Metrics(New)

Schwab Charles (SCHW) Equity Ratio (2016 - 2026)

Schwab Charles has reported Equity Ratio over the past 16 years, most recently at 0.1 for Q4 2025.

  • For Q4 2025, Equity Ratio changed 0.15% year-over-year to 0.1; the TTM value through Dec 2025 reached 0.1, changed 0.15%, while the annual FY2025 figure was 0.1, 0.15% changed from the prior year.
  • Equity Ratio for Q4 2025 was 0.1 at Schwab Charles, down from 0.11 in the prior quarter.
  • Over five years, Equity Ratio peaked at 0.11 in Q2 2025 and troughed at 0.06 in Q3 2022.
  • A 5-year average of 0.09 and a median of 0.09 in 2021 define the central range for Equity Ratio.
  • Biggest five-year swings in Equity Ratio: surged 39.26% in 2021 and later tumbled 32.17% in 2022.
  • Year by year, Equity Ratio stood at 0.08 in 2021, then decreased by 21.31% to 0.07 in 2022, then rose by 25.18% to 0.08 in 2023, then rose by 21.39% to 0.1 in 2024, then decreased by 0.15% to 0.1 in 2025.
  • Business Quant data shows Equity Ratio for SCHW at 0.1 in Q4 2025, 0.11 in Q3 2025, and 0.11 in Q2 2025.