KPIs & Operating Metrics(New)

Schwab Charles (SCHW) Preferred Shares (2016 - 2025)

Schwab Charles (SCHW) has 13 years of Preferred Shares data on record, last reported at $9.2 billion in Q4 2024.

  • For Q4 2024, Preferred Shares changed 0.0% year-over-year to $9.2 billion; the TTM value through Dec 2024 reached $9.2 billion, changed 0.0%, while the annual FY2024 figure was $9.2 billion, 0.0% changed from the prior year.
  • Preferred Shares reached $9.2 billion in Q4 2024 per SCHW's latest filing, roughly flat from $9.2 billion in the prior quarter.
  • Across five years, Preferred Shares topped out at $10.7 billion in Q2 2022 and bottomed at $7.7 billion in Q4 2020.
  • Average Preferred Shares over 5 years is $9.4 billion, with a median of $9.2 billion recorded in 2023.
  • Peak YoY movement for Preferred Shares: surged 176.87% in 2020, then fell 5.31% in 2023.
  • A 5-year view of Preferred Shares shows it stood at $7.7 billion in 2020, then increased by 28.72% to $10.0 billion in 2021, then decreased by 2.49% to $9.7 billion in 2022, then dropped by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024.
  • Per Business Quant database, its latest 3 readings for Preferred Shares were $9.2 billion in Q4 2024, $9.2 billion in Q2 2024, and $9.2 billion in Q1 2024.