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 | 333.21 Bn | 173.07 Bn | - | 289.32 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 260.89 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 67.00 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 67.00 Bn |
| Jun 30, 2026 | 67.00 Bn |
| 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 |