Schwab Charles (SCHW) Liabilities and Shareholders Equity (2009 - 2026)
Schwab Charles (SCHW) posted Liabilities and Shareholders Equity of $517.3 billion for Q2 2026, up 4.85% on a QoQ basis from $493.3 billion in Q1 2026, and up 12.71% year-over-year from $458.9 billion in Q2 2025.
Analysis
Schwab Charles (SCHW) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Schwab Charles has reported Liabilities and Shareholders Equity for 18 years, with the latest figure at $517.3 billion in Q2 2026.
- On a quarterly basis, Liabilities and Shareholders Equity rose 12.71% year-over-year to $517.3 billion in Q2 2026; TTM through Jun 2026 was $1966.8 billion, a 5.31% increase from a year earlier, with the FY2025 full-year figure at $491.0 billion, up 2.32% from the prior year.
- Liabilities and Shareholders Equity was $517.3 billion for Q2 2026 at Schwab Charles, up from $493.3 billion in the prior quarter.
- The five-year high for Liabilities and Shareholders Equity was $681.0 billion in Q1 2022, with the low at $449.7 billion in Q2 2024.
- Average Liabilities and Shareholders Equity over 5 years is $512.0 billion, with a median of $492.1 billion recorded in 2023.
- The sharpest annual moves came in 2022 and 2023: Liabilities and Shareholders Equity grew 20.85% in 2022, then declined 21.35% in 2023.
- Over 5 years, Liabilities and Shareholders Equity stood at $551.8 billion in 2022, then declined by 10.62% to $493.2 billion in 2023, then fell by 2.7% to $479.8 billion in 2024, then grew by 2.32% to $491.0 billion in 2025, then climbed by 5.35% to $517.3 billion in 2026.
- The last three Liabilities and Shareholders Equity figures came in at $517.3 billion (Q2 2026), $493.3 billion (Q1 2026), and $491.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 439.96 Bn | -148.54 Bn | 30.39 Bn | 3,499.19 Bn |
| 2 | Morgan Stanley | 336.99 Bn | 176.86 Bn | - | 1,675.06 Bn |
| 3 | Goldman Sachs | 299.92 Bn | -676.43 Bn | - | 2,127.71 Bn |
| 4 | Royal Bank Of Canada | 288.24 Bn | 61.39 Bn | - | 1,792.15 Bn |
| 5 | Mitsubishi Ufj Financial | 283.40 Bn | -100.92 Bn | 10.89 Bn | 2,722.33 Bn |
| 6 | Wells Fargo & Company | 273.32 Bn | 71.49 Bn | - | 2,282.20 Bn |
| 7 | Banco Santander | 219.61 Bn | 227.22 Bn | 28.01 Bn | 2,271.80 Bn |
| 8 | American Express | 219.16 Bn | 169.84 Bn | 17.99 Bn | 308.20 Bn |
| 9 | Toronto Dominion Bank | 204.38 Bn | 43.05 Bn | - | 1,514.63 Bn |
| 10 | Schwab Charles | 185.52 Bn | 111.93 Bn | - | 517.27 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 517.27 Bn |
| Mar 31, 2026 | 493.32 Bn |
| Dec 31, 2025 | 491.00 Bn |
| Sep 30, 2025 | 465.26 Bn |
| Jun 30, 2025 | 458.94 Bn |
| Mar 31, 2025 | 462.90 Bn |
| Dec 31, 2024 | 479.84 Bn |
| Sep 30, 2024 | 466.06 Bn |
| Jun 30, 2024 | 449.68 Bn |
| Mar 31, 2024 | 468.78 Bn |
| Dec 31, 2023 | 493.18 Bn |
| Sep 30, 2023 | 475.20 Bn |
| Jun 30, 2023 | 511.51 Bn |
| Mar 31, 2023 | 535.55 Bn |
| Dec 31, 2022 | 551.77 Bn |
| Sep 30, 2022 | 577.56 Bn |
| Jun 30, 2022 | 637.56 Bn |
| Mar 31, 2022 | 680.95 Bn |
| Dec 31, 2021 | 667.27 Bn |
| Sep 30, 2021 | 607.55 Bn |