Schwab Charles (SCHW) Loans - Net (2009 - 2026)

Schwab Charles (SCHW) posted quarterly Loans - Net of $60.9 billion for Q1 2026, up 29.18% year-over-year from $47.1 billion in Q1 2025, and up 5.03% quarter-over-quarter from $58.0 billion in Q4 2025.

Schwab Charles (SCHW) Loans - Net (2009 - 2026) Analysis & Trends

Schwab Charles' Loans - Net history runs 18 years deep, the most recent figure standing at $60.9 billion for Q1 2026.

  • In Q1 2026, Loans - Net rose 29.18% year-over-year to $60.9 billion; the TTM figure through Mar 2026 stood at $60.9 billion (up 29.18% YoY), while the FY2025 annual figure was $58.0 billion, up 28.18% from the prior year.
  • Loans - Net for Q1 2026 stood at $60.9 billion, up from $58.0 billion in the prior quarter.
  • The five-year high for Loans - Net was $60.9 billion in Q1 2026, with the low at $37.2 billion in Q1 2022.
  • The 5-year median for Loans - Net is $40.8 billion (2024), against an average of $44.7 billion.
  • The sharpest annual moves came in 2022 and 2023: Loans - Net soared 46.36% in 2022, then dropped 0.16% in 2023.
  • Schwab Charles' Loans - Net stood at $40.5 billion in 2022, then retreated by 0.16% to $40.4 billion in 2023, then advanced by 11.81% to $45.2 billion in 2024, then grew by 28.18% to $58.0 billion in 2025, then gained by 5.03% to $60.9 billion in 2026.
  • Business Quant data shows SCHW's Loans - Net at $60.9 billion in Q1 2026, $58.0 billion in Q4 2025, and $53.6 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Loans - Net (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 289.32 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 260.89 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 60.87 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -

Historic Data

Download Data
DateValue
Mar 31, 2026 60.87 Bn
Mar 31, 2026 60.87 Bn
Dec 31, 2025 57.96 Bn
Dec 31, 2025 57.96 Bn
Sep 30, 2025 53.57 Bn
Sep 30, 2025 53.57 Bn
Jun 30, 2025 50.41 Bn
Jun 30, 2025 50.41 Bn
Mar 31, 2025 47.12 Bn
Mar 31, 2025 47.12 Bn
Dec 31, 2024 45.22 Bn
Dec 31, 2024 45.22 Bn
Sep 30, 2024 43.31 Bn
Sep 30, 2024 43.31 Bn
Jun 30, 2024 42.18 Bn
Jun 30, 2024 42.18 Bn
Mar 31, 2024 40.78 Bn
Mar 31, 2024 40.78 Bn
Dec 31, 2023 40.44 Bn
Dec 31, 2023 40.44 Bn