Schwab Charles (SCHW) Securities - Tradable (2009 - 2026)
Schwab Charles (SCHW) posted quarterly Securities - Tradable of $61.1 billion for Q1 2026, down 18.36% year-over-year from $74.8 billion in Q1 2025, and down 2.03% quarter-over-quarter from $62.4 billion in Q4 2025.
Schwab Charles (SCHW) Securities - Tradable (2009 - 2026) Analysis & Trends
Schwab Charles' Securities - Tradable history runs 18 years deep, the most recent figure standing at $61.1 billion for Q1 2026.
- In Q1 2026, Securities - Tradable fell 18.36% year-over-year to $61.1 billion; the TTM figure through Mar 2026 stood at $61.1 billion (down 18.36% YoY), while the FY2025 annual figure was $62.4 billion, down 24.87% from the prior year.
- Securities - Tradable for Q1 2026 stood at $61.1 billion, down from $62.4 billion in the prior quarter.
- The five-year high for Securities - Tradable was $272.0 billion in Q1 2022, with the low at $61.1 billion in Q1 2026.
- The 5-year median for Securities - Tradable is $101.1 billion (2024), against an average of $123.7 billion.
- The sharpest annual moves came in 2022 and 2026: Securities - Tradable plunged 62.09% in 2022, then slipped 18.36% in 2026.
- Schwab Charles' Securities - Tradable stood at $147.9 billion in 2022, then slipped by 27.2% to $107.6 billion in 2023, then dropped by 22.9% to $83.0 billion in 2024, then fell by 24.87% to $62.4 billion in 2025, then declined by 2.03% to $61.1 billion in 2026.
- Business Quant data shows SCHW's Securities - Tradable at $61.1 billion in Q1 2026, $62.4 billion in Q4 2025, and $62.3 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 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 | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 62.47 Bn |
| Mar 31, 2026 | 61.09 Bn |
| Dec 31, 2025 | 62.36 Bn |
| Sep 30, 2025 | 62.31 Bn |
| Jun 30, 2025 | 67.61 Bn |
| Mar 31, 2025 | 74.83 Bn |
| Dec 31, 2024 | 82.99 Bn |
| Sep 30, 2024 | 90.02 Bn |
| Jun 30, 2024 | 93.56 Bn |
| Mar 31, 2024 | 101.09 Bn |
| Dec 31, 2023 | 107.65 Bn |
| Sep 30, 2023 | 110.27 Bn |
| Jun 30, 2023 | 125.77 Bn |
| Mar 31, 2023 | 141.33 Bn |
| Dec 31, 2022 | 147.87 Bn |
| Sep 30, 2022 | 236.52 Bn |
| Jun 30, 2022 | 265.28 Bn |
| Mar 31, 2022 | 272.05 Bn |
| Dec 31, 2021 | 390.05 Bn |
| Sep 30, 2021 | 376.97 Bn |