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.
Analysis
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 Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 329.44 Bn | 169.31 Bn | - | 9.75 Bn |
| 2 | Goldman Sachs | 300.90 Bn | -675.44 Bn | - | 13.03 Bn |
| 3 | Schwab Charles | 188.46 Bn | 114.86 Bn | - | 6.21 Bn |
| 4 | Robinhood Markets | 95.87 Bn | 78.49 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 39.89 Bn | -24.41 Bn | - | - |
| 6 | LPL Financial Holdings | 28.30 Bn | 25.60 Bn | - | - |
| 7 | Circle Internet | 22.04 Bn | 20.31 Bn | 288.85 Mn | - |
| 8 | Tradeweb Markets | 22.00 Bn | 19.94 Bn | - | - |
| 9 | Futu Holdings | 16.48 Bn | -19,683,684.71 Bn | 792.50 Mn | - |
| 10 | UP Fintech Holding | 12.74 Bn | 12.74 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 |