Schwab Charles SCHW
NYSE SCHW
$96.70 -1.71 (-1.74%)
At close: Oct 2, 2026 · 4:00 PM EDT

Schwab Charles (SCHW) Securities - Tradable (2009 - 2026)

Updated

Schwab Charles (SCHW) recorded Securities - Tradable of $62.47 billion in Q2 2026, down 7.6% from $67.61 billion a year earlier but up 2.3% from the prior quarter.

Analysis

Schwab Charles (SCHW) Securities - Tradable (2009 - 2026) Analysis & Trends

At the end of FY2025, Schwab Charles reported Securities - Tradable of $62.36 billion, down 24.9% from FY2024.

  • Annual Securities - Tradable has declined for four straight years, with a five-year compound annual growth rate of -28.7% (FY2020 to FY2025).
  • Across earlier years, Securities - Tradable came in at $82.99 billion in FY2024 (-22.9%), $107.65 billion in FY2023 (-27.2%), $147.87 billion in FY2022 (-62.1%) and $390.05 billion in FY2021 (+15.6%).
  • Quarterly Securities - Tradable has ranged from $61.09 billion in Q1 2026 to $390.05 billion in Q4 2021 over the past five years.
  • On a year-over-year basis, Securities - Tradable has declined for 18 consecutive quarters, with an average decline of 22.1% over the last eight quarters.
  • Peak year-over-year performance for Securities - Tradable in the last five years was growth of 24.1% in Q3 2021, against a decline of 62.1% in Q4 2022 at the low end.
  • Per Business Quant, the preceding three quarters came in at $61.09 billion (Q1 2026), $62.36 billion (Q4 2025) and $62.31 billion (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Jpmorgan Chase 883.45 Bn 912.92 Bn -
2 Banco Santander Chile 401.52 Bn 521.46 Bn -
3 Bank Of America 377.43 Bn -1,998.64 Bn -
4 Hsbc Holdings 330.31 Bn 330.37 Bn -
5 Morgan Stanley 299.17 Bn -209.92 Bn -
6 Royal Bank Of Canada 274.08 Bn 124.82 Bn -
7 Mitsubishi Ufj Financial 270.70 Bn -1,317.79 Bn 10.89 Bn
8 Goldman Sachs 263.13 Bn -3,293.98 Bn -
9 Wells Fargo & Company 243.64 Bn 245.78 Bn -
10 Schwab Charles 167.23 Bn 5.07 Bn -
Historic Data

Historic Data

Download Data
DateValue
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
API Access

Schwab Charles Securities - Tradable API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=securities-tradable&ticker=SCHW&period=max&api_key=YOUR_API_KEY