Schwab Charles (SCHW) Preferred Shares (2012 - 2026)

Schwab Charles (SCHW) posted quarterly Preferred Shares of $6.8 billion for Q1 2026, down 26.42% year-over-year from $9.2 billion in Q1 2025, and little changed quarter-over-quarter from $6.8 billion in Q4 2025.

Schwab Charles (SCHW) Preferred Shares (2012 - 2026) Analysis & Trends

Schwab Charles' Preferred Shares history runs 15 years deep, the most recent figure standing at $6.8 billion for Q1 2026.

  • In Q1 2026, Preferred Shares fell 26.42% year-over-year to $6.8 billion; the TTM figure through Mar 2026 stood at $6.8 billion (down 26.42% YoY), while the FY2025 annual figure was $6.8 billion, down 26.42% from the prior year.
  • Preferred Shares for Q1 2026 stood at $6.8 billion, roughly flat from $6.8 billion in the prior quarter.
  • The five-year high for Preferred Shares was $10.7 billion in Q1 2022, with the low at $6.8 billion in Q2 2025.
  • The 5-year median for Preferred Shares is $9.2 billion (2023), against an average of $8.9 billion.
  • The sharpest annual moves came in 2022 and 2025: Preferred Shares advanced 7.43% in 2022, then slipped 26.42% in 2025.
  • Schwab Charles' Preferred Shares stood at $9.7 billion in 2022, then slipped by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then decreased by 26.42% to $6.8 billion in 2025, then changed by 0.0% to $6.8 billion in 2026.
  • Business Quant data shows SCHW's Preferred Shares at $6.8 billion in Q1 2026, $6.8 billion in Q4 2025, and $6.8 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Preferred Shares (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 9.75 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 13.03 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 6.76 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 6.76 Bn
Dec 31, 2025 6.76 Bn
Sep 30, 2025 6.76 Bn
Jun 30, 2025 6.76 Bn
Mar 31, 2025 9.19 Bn
Dec 31, 2024 9.19 Bn
Sep 30, 2024 9.19 Bn
Jun 30, 2024 9.19 Bn
Mar 31, 2024 9.19 Bn
Dec 31, 2023 9.19 Bn
Sep 30, 2023 9.19 Bn
Jun 30, 2023 9.19 Bn
Mar 31, 2023 9.19 Bn
Dec 31, 2022 9.71 Bn
Sep 30, 2022 10.30 Bn
Jun 30, 2022 10.69 Bn
Mar 31, 2022 10.69 Bn
Dec 31, 2021 9.95 Bn
Sep 30, 2021 9.95 Bn
Jun 30, 2021 9.95 Bn