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| Date | Value |
|---|---|
| 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 |