Schwab Charles (SCHW) Equity Ratio: 2009-2025

Historic Equity Ratio for Schwab Charles (SCHW) over the last 17 years, with Sep 2025 value amounting to 0.11.

  • Schwab Charles' Equity Ratio rose 4.77% to 0.11 in Q3 2025 from the same period last year, while for Sep 2025 it was 0.11, marking a year-over-year increase of 4.77%. This contributed to the annual value of 0.10 for FY2024, which is 21.39% up from last year.
  • According to the latest figures from Q3 2025, Schwab Charles' Equity Ratio is 0.11, which was down 1.49% from 0.11 recorded in Q2 2025.
  • Schwab Charles' 5-year Equity Ratio high stood at 0.11 for Q2 2025, and its period low was 0.06 during Q3 2022.
  • In the last 3 years, Schwab Charles' Equity Ratio had a median value of 0.10 in 2024 and averaged 0.09.
  • In the last 5 years, Schwab Charles' Equity Ratio surged by 39.26% in 2021 and then tumbled by 32.17% in 2022.
  • Quarterly analysis of 5 years shows Schwab Charles' Equity Ratio stood at 0.08 in 2021, then declined by 21.31% to 0.07 in 2022, then rose by 25.18% to 0.08 in 2023, then rose by 21.39% to 0.10 in 2024, then climbed by 4.77% to 0.11 in 2025.
  • Its Equity Ratio was 0.11 in Q3 2025, compared to 0.11 in Q2 2025 and 0.11 in Q1 2025.