Charles Schwab Total Assets 2012-2026 | SCHW
Charles Schwab total assets from 2012 to 2026. Total assets can be defined as the sum of all assets on a company's balance sheet.
- Charles Schwab total assets for the quarter ending June 30, 2026 were $517.266B, a 12.71% increase year-over-year.
- Charles Schwab total assets for 2025 were $490.995B, a 2.32% increase from 2024.
- Charles Schwab total assets for 2024 were $479.843B, a 2.7% decline from 2023.
- Charles Schwab total assets for 2023 were $493.178B, a 10.62% decline from 2022.
|
Charles Schwab Annual Total Assets (Millions of US $) |
|
|---|---|
| 2025 | $490,995 |
| 2024 | $479,843 |
| 2023 | $493,178 |
| 2022 | $551,772 |
| 2021 | $667,270 |
| 2020 | $549,009 |
| 2019 | $294,005 |
| 2018 | $296,482 |
| 2017 | $243,274 |
| 2016 | $223,383 |
| 2015 | $183,705 |
| 2014 | $154,642 |
| 2013 | $143,642 |
| 2012 | $133,637 |
| 2011 | $108,553 |
|
Charles Schwab Quarterly Total Assets (Millions of US $) |
|
|---|---|
| 2026-06-30 | $517,266 |
| 2026-03-31 | $493,319 |
| 2025-12-31 | $490,995 |
| 2025-09-30 | $465,255 |
| 2025-06-30 | $458,936 |
| 2025-03-31 | $462,903 |
| 2024-12-31 | $479,843 |
| 2024-09-30 | $466,055 |
| 2024-06-30 | $449,675 |
| 2024-03-31 | $468,784 |
| 2023-12-31 | $493,178 |
| 2023-09-30 | $475,204 |
| 2023-06-30 | $511,505 |
| 2023-03-31 | $535,552 |
| 2022-12-31 | $551,772 |
| 2022-09-30 | $577,563 |
| 2022-06-30 | $637,557 |
| 2022-03-31 | $680,950 |
| 2021-12-31 | $667,270 |
| 2021-09-30 | $607,548 |
| 2021-06-30 | $574,532 |
| 2021-03-31 | $563,457 |
| 2020-12-31 | $549,009 |
| 2020-09-30 | $419,355 |
| 2020-06-30 | $400,484 |
| 2020-03-31 | $370,779 |
| 2019-12-31 | $294,005 |
| 2019-09-30 | $278,987 |
| 2019-06-30 | $276,321 |
| 2019-03-31 | $282,815 |
| 2018-12-31 | $296,482 |
| 2018-09-30 | $272,102 |
| 2018-06-30 | $261,882 |
| 2018-03-31 | $248,320 |
| 2017-12-31 | $243,274 |
| 2017-09-30 | $230,714 |
| 2017-06-30 | $220,601 |
| 2017-03-31 | $227,061 |
| 2016-12-31 | $223,383 |
| 2016-09-30 | $209,337 |
| 2016-06-30 | $198,052 |
| 2016-03-31 | $190,998 |
| 2015-12-31 | $183,705 |
| 2015-09-30 | $170,402 |
| 2015-06-30 | $163,627 |
| 2015-03-31 | $160,169 |
| 2014-12-31 | $154,642 |
| 2014-09-30 | $147,444 |
| 2014-06-30 | $143,401 |
| 2014-03-31 | $144,066 |
| 2013-12-31 | $143,642 |
| 2013-09-30 | $140,211 |
| 2013-06-30 | $135,907 |
| 2013-03-31 | $133,324 |
| 2012-12-31 | $133,637 |
| 2012-09-30 | $117,658 |
| 2012-06-30 | $111,816 |
| 2012-03-31 | $111,482 |
| 2011-12-31 | $108,553 |
| 2011-09-30 | $102,906 |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Banks | $185.575B | $23.921B |
| The Charles Schwab Corporation is a savings and loan holding company, providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services. The company's main subsidiaries include Charles Schwab & Co. (securities broker-dealer), Charles Schwab Investment Management (an investment advisor? for Schwab's proprietary mutual funds and Schwab's exchange-traded funds) and Charles Schwab Bank (a federal savings bank). Schwab provides financial services to individuals and institutions through two reportable segments: Investor Services and Advisor Services. The Investor Services segment offers retail brokerage, investment advisory, and banking and trust services as well as retirement plan and corporate brokerage services. The Advisor Services segment offers custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and record-keepers. | |||
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| JPMorgan Chase (JPM) | United States | $930.711B | 15.65 |
| Bank Of America (BAC) | United States | $415.859B | 13.64 |
| Morgan Stanley (MS) | United States | $325.836B | 16.70 |
| Goldman Sachs (GS) | United States | $287.808B | 15.26 |
| Wells Fargo (WFC) | United States | $268.259B | 12.65 |
| Citigroup (C) | United States | $232.265B | 13.27 |
| Interactive Brokers (IBKR) | United States | $154.403B | 36.15 |
| Robinhood Markets (HOOD) | United States | $102.792B | 50.37 |
| PNC Financial Services (PNC) | United States | $96.832B | 13.19 |
| Raymond James Financial (RJF) | United States | $32.855B | 14.31 |
| Nomura Holdings Inc ADR (NMR) | Japan | $31.480B | 12.48 |
| LPL Financial Holdings (LPLA) | United States | $27.218B | 15.81 |
| Tradeweb Markets (TW) | United States | $24.386B | 27.49 |
| Stifel Financial (SF) | United States | $11.774B | 13.16 |
| Evercore Inc (EVR) | United States | $10.657B | 14.46 |
| SBI Holdings (SBHGF) | Japan | $7.085B | 3.69 |
| BGC (BGC) | United States | $5.782B | 8.94 |
| MarketAxess Holdings (MKTX) | United States | $5.740B | 21.13 |
| Moelis (MC) | United States | $4.908B | 21.33 |
| TOP Financial Group (TOP) | Singapore | $1.811B | 0.00 |
| Oppenheimer Holdings (OPY) | United States | $1.279B | 7.20 |
| UP Fintech Holding (TIGR) | Singapore | $0.920B | 8.22 |
| Sky Constant Century (SKYC) | Hong Kong, SAR China | $0.565B | 0.00 |
| Diamond Hill Investment (DHIL) | United States | $0.465B | 14.86 |
| Siebert Financial (SIEB) | United States | $0.104B | 0.00 |