KPIs & Operating Metrics(New)

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

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

  • Quarterly results put Preferred Shares at $6.8 billion for Q4 2025, down 26.42% from a year ago — trailing twelve months through Dec 2025 was $6.8 billion (down 26.42% YoY), and the annual figure for FY2025 was $6.8 billion, down 26.42%.
  • Preferred Shares for Q4 2025 was $6.8 billion at Schwab Charles, roughly flat from $6.8 billion in the prior quarter.
  • Over the last five years, Preferred Shares for SCHW hit a ceiling of $10.7 billion in Q1 2022 and a floor of $6.8 billion in Q2 2025.
  • Median Preferred Shares over the past 5 years was $9.2 billion (2023), compared with a mean of $9.2 billion.
  • Biggest five-year swings in Preferred Shares: skyrocketed 277.34% in 2021 and later fell 26.42% in 2025.
  • Schwab Charles' Preferred Shares stood at $10.0 billion in 2021, then fell by 2.49% to $9.7 billion in 2022, then decreased by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then dropped by 26.42% to $6.8 billion in 2025.
  • The last three reported values for Preferred Shares were $6.8 billion (Q4 2025), $6.8 billion (Q3 2025), and $6.8 billion (Q2 2025) per Business Quant data.