Schwab Charles (SCHW) Preferred Shares (2012 - 2026)
Schwab Charles' Preferred Shares came in at $6.21 billion for Q2 2026, down 8.1% from $6.76 billion a year earlier and down 8.1% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Preferred Shares (2012 - 2026) Analysis & Trends
At the end of FY2025, Schwab Charles' Preferred Shares was $6.76 billion, down 26.4% from FY2024.
- Preferred Shares carries a five-year compound annual growth rate of -2.6% (FY2020 to FY2025).
- Going back by year, Preferred Shares was $9.19 billion in FY2024 (unchanged), $9.19 billion in FY2023 (-5.3%), $9.71 billion in FY2022 (-2.5%) and $9.95 billion in FY2021 (+28.7%).
- The Q2 2026 figure represents the lowest quarterly Preferred Shares since Q3 2020.
- Year-over-year, Preferred Shares has declined for five consecutive quarters, with an average decline of 14.2% over the last eight quarters.
- The fastest year-over-year change in Preferred Shares over five years came in Q3 2021 (growth of 89.1%), and the weakest in Q2 2025 (a decline of 26.4%).
- Business Quant data shows SCHW's Preferred Shares at $6.76 billion (Q1 2026), $6.76 billion (Q4 2025) and $6.76 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 21.04 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 25.00 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 9.75 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 13.03 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 15.35 Bn |
| 10 | Schwab Charles | 167.23 Bn | 5.07 Bn | - | 6.21 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.21 Bn |
| 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 |
API Access
Schwab Charles Preferred Shares 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=preferred-shares&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "preferred-shares", "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=preferred-shares&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();