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 on a QoQ basis from $6.8 billion in Q4 2025.

Schwab Charles (SCHW) Preferred Shares (2012 - 2026) Analysis & Trends

Schwab Charles (SCHW) has reported Preferred Shares for 15 consecutive years, with $6.8 billion the latest figure, recorded in 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 came in at $6.8 billion for Q1 2026 at Schwab Charles, 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.
  • Average Preferred Shares over 5 years is $8.9 billion, with a median of $9.2 billion recorded in 2023.
  • Across the five-year window, Preferred Shares rose 7.43% in 2022 and retreated 26.42% in 2025, its largest moves.
  • Year by year, Preferred Shares stood at $9.7 billion in 2022, then retreated by 5.31% to $9.2 billion in 2023, then changed by 0.0% to $9.2 billion in 2024, then fell by 26.42% to $6.8 billion in 2025, then changed by 0.0% to $6.8 billion in 2026.
  • According to Business Quant data, Preferred Shares over the past three periods registered $6.8 billion, $6.8 billion, and $6.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Preferred Shares (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 9.75 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 13.70 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 6.76 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn -

Historic Data

Download Data
DateValue
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
Jun 30, 2021 9.95 Bn