Schwab Charles (SCHW) Receivables - Affiliates (2009 - 2026)

Schwab Charles (SCHW) recorded quarterly Receivables - Affiliates of $11.8 billion in Q1 2026, up 64.23% quarter-over-quarter from $7.2 billion in Q4 2025, and up 301.91% on a YoY basis from $2.9 billion in Q1 2025.

Schwab Charles (SCHW) Receivables - Affiliates (2009 - 2026) Analysis & Trends

Schwab Charles' Receivables - Affiliates history runs 15 years deep, the most recent figure standing at $11.8 billion for Q1 2026.

  • In Q1 2026, Receivables - Affiliates rose 301.91% year-over-year to $11.8 billion; the TTM figure through Mar 2026 stood at $11.8 billion (up 301.91% YoY), while the FY2025 annual figure was $7.2 billion, up 194.67% from the prior year.
  • Receivables - Affiliates was $11.8 billion for Q1 2026 at Schwab Charles, up from $7.2 billion in the prior quarter.
  • In the past five years, Receivables - Affiliates ranged from a high of $11.8 billion in Q1 2026 to a low of $2.4 billion in Q4 2024.
  • Historically, Receivables - Affiliates has averaged $5.2 billion across 4 years, with a median of $4.3 billion in 2025.
  • The sharpest annual moves came in 2024 and 2026: Receivables - Affiliates fell 26.66% in 2024, then soared 301.91% in 2026.
  • A 4-year view of Receivables - Affiliates shows it stood at $3.3 billion in 2023, then dropped by 26.66% to $2.4 billion in 2024, then jumped by 194.67% to $7.2 billion in 2025, then soared by 64.23% to $11.8 billion in 2026.
  • The last three Receivables - Affiliates figures came in at $11.8 billion (Q1 2026), $7.2 billion (Q4 2025), and $4.7 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Receivables - Affiliates (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - -
3 Goldman Sachs 333.85 Bn -603.70 Bn - -
4 Schwab Charles 160.31 Bn 115.33 Bn - 11.81 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn -
6 Interactive Brokers 42.79 Bn 53.38 Bn - 5.41 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - -
8 Tradeweb Markets 21.20 Bn 19.96 Bn - -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn -
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 11.81 Bn
Mar 31, 2026 11.81 Bn
Dec 31, 2025 7.19 Bn
Dec 31, 2025 7.19 Bn
Sep 30, 2025 4.73 Bn
Sep 30, 2025 4.73 Bn
Jun 30, 2025 4.30 Bn
Jun 30, 2025 4.30 Bn
Mar 31, 2025 2.94 Bn
Mar 31, 2025 2.94 Bn
Dec 31, 2024 2.44 Bn
Dec 31, 2024 2.44 Bn
Dec 31, 2023 3.33 Bn
Dec 31, 2023 3.33 Bn
Sep 30, 2019 1.32 Bn
Sep 30, 2019 1.32 Bn
Jun 30, 2019 463.00 Mn
Jun 30, 2019 463.00 Mn
Mar 31, 2019 616.00 Mn
Mar 31, 2019 616.00 Mn