Schwab Charles (SCHW) Receivables - Affiliates (2009 - 2026)
Schwab Charles (SCHW) posted quarterly Receivables - Affiliates of $11.8 billion for Q1 2026, up 301.91% year-over-year from $2.9 billion in Q1 2025, and up 64.23% quarter-over-quarter from $7.2 billion in Q4 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 for Q1 2026 stood at $11.8 billion, up from $7.2 billion in the prior quarter.
- The five-year high for Receivables - Affiliates was $11.8 billion in Q1 2026, with the low at $2.4 billion in Q4 2024.
- The 4-year median for Receivables - Affiliates is $4.3 billion (2025), against an average of $5.2 billion.
- The sharpest annual moves came in 2024 and 2026: Receivables - Affiliates declined 26.66% in 2024, then surged 301.91% in 2026.
- Schwab Charles' Receivables - Affiliates stood at $3.3 billion in 2023, then slipped by 26.66% to $2.4 billion in 2024, then soared by 194.67% to $7.2 billion in 2025, then surged by 64.23% to $11.8 billion in 2026.
- Business Quant data shows SCHW's Receivables - Affiliates at $11.8 billion in Q1 2026, $7.2 billion in Q4 2025, and $4.7 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Receivables - Affiliates (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 22.00 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 5.12 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 2.19 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 22.00 Bn |
| Jun 30, 2026 | 22.00 Bn |
| 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 |