Schwab Charles (SCHW) Liabilities and Shareholders Equity (2009 - 2026)

Schwab Charles (SCHW) posted quarterly Liabilities and Shareholders Equity of $493.3 billion for Q1 2026, up 6.57% year-over-year from $462.9 billion in Q1 2025, and little changed quarter-over-quarter from $491.0 billion in Q4 2025.

Schwab Charles (SCHW) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends

Schwab Charles' Liabilities and Shareholders Equity history runs 18 years deep, the most recent figure standing at $493.3 billion for Q1 2026.

  • In Q1 2026, Liabilities and Shareholders Equity rose 6.57% year-over-year to $493.3 billion; the TTM figure through Mar 2026 stood at $1908.5 billion (up 2.69% YoY), while the FY2025 annual figure was $491.0 billion, up 2.32% from the prior year.
  • Liabilities and Shareholders Equity for Q1 2026 stood at $493.3 billion, roughly flat from $491.0 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.
  • The 5-year median for Liabilities and Shareholders Equity is $491.0 billion (2025), against an average of $511.7 billion.
  • The sharpest annual moves came in 2022 and 2023: Liabilities and Shareholders Equity advanced 20.85% in 2022, then slipped 21.35% in 2023.
  • Schwab Charles' Liabilities and Shareholders Equity stood at $551.8 billion in 2022, then slipped by 10.62% to $493.2 billion in 2023, then dropped by 2.7% to $479.8 billion in 2024, then advanced by 2.32% to $491.0 billion in 2025, then increased by 0.47% to $493.3 billion in 2026.
  • Business Quant data shows SCHW's Liabilities and Shareholders Equity at $493.3 billion in Q1 2026, $491.0 billion in Q4 2025, and $465.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Liabilities and Shareholders Equity (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 1,675.06 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 2,127.71 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 493.32 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 29.37 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 56.55 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 7.26 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 40.41 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 218.75 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 19.79 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 8.25 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 574.53 Bn