KPIs & Operating Metrics(New)

Schwab Charles (SCHW) Preferred Shares (2016 - 2026)

Schwab Charles has reported Preferred Shares over the past 14 years, most recently at $6.8 billion for Q4 2025.

  • For Q4 2025, Preferred Shares fell 26.42% year-over-year to $6.8 billion; the TTM value through Dec 2025 reached $6.8 billion, down 26.42%, while the annual FY2025 figure was $6.8 billion, 26.42% down from the prior year.
  • Preferred Shares for Q4 2025 was $6.8 billion at Schwab Charles, roughly flat from $6.8 billion in the prior quarter.
  • Over five years, Preferred Shares peaked at $10.7 billion in Q1 2022 and troughed at $6.8 billion in Q2 2025.
  • A 5-year average of $9.2 billion and a median of $9.2 billion in 2023 define the central range for Preferred Shares.
  • Biggest five-year swings in Preferred Shares: surged 277.34% in 2021 and later dropped 26.42% in 2025.
  • Year by year, Preferred Shares stood at $10.0 billion in 2021, then dropped by 2.49% to $9.7 billion in 2022, then fell 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.
  • Business Quant data shows Preferred Shares for SCHW at $6.8 billion in Q4 2025, $6.8 billion in Q3 2025, and $6.8 billion in Q2 2025.