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 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 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 -
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 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
Jun 30, 2021 359.62 Bn