Schwab Charles (SCHW) Liabilities and Shareholders Equity (2009 - 2026)
Schwab Charles' Liabilities and Shareholders Equity came in at $517.27 billion for Q2 2026, up 12.7% from $458.94 billion a year earlier and up 4.9% from the prior quarter.
Powered by 
Analysis
Schwab Charles (SCHW) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
At the end of FY2025, Schwab Charles' Liabilities and Shareholders Equity was $491 billion, up 2.3% from FY2024.
- Liabilities and Shareholders Equity carries a five-year compound annual growth rate of -2.2% (FY2020 to FY2025).
- Going back by year, Liabilities and Shareholders Equity was $479.84 billion in FY2024 (-2.7%), $493.18 billion in FY2023 (-10.6%), $551.77 billion in FY2022 (-17.3%) and $667.27 billion in FY2021 (+21.5%).
- The Q2 2026 figure represents the highest quarterly Liabilities and Shareholders Equity since Q1 2023.
- Year-over-year, Liabilities and Shareholders Equity has increased for three consecutive quarters, with growth averaging 2.2% over the last eight quarters.
- The fastest year-over-year change in Liabilities and Shareholders Equity over five years came in Q3 2021 (growth of 44.9%), and the weakest in Q1 2023 (a decline of 21.4%).
- Business Quant data shows SCHW's Liabilities and Shareholders Equity at $493.32 billion (Q1 2026), $491 billion (Q4 2025) and $465.26 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 5,015.07 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 68,147.28 Bn |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 3,499.19 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | 438.87 Bn |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 1,675.06 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 1,792.15 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 2,722.33 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 2,127.71 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 2,282.20 Bn |
| 10 | Schwab Charles | 167.23 Bn | 5.07 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 |
API Access
Schwab Charles Liabilities and Shareholders Equity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();