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 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - -
3 Schwab Charles 220.55 Bn 135.80 Bn - 11.81 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - 5.41 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -

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