Net Assets for Charles Schwab (SCHW)
According to Charles Schwab's latest reported financial statements, the company's latest reported net assets is $49.20B USD. Net assets — also called stockholders' equity — equal total assets minus total liabilities. They represent the residual claim of shareholders on the company's assets and roughly track book value over time.
Headline figure above is from the reporting period ending (reported ). Chart and table below cover the full reported history back to .
SCHW
Currently viewingNet AssetsSwitch metric
Latest period
$49.20B
YoY change
+2.2%
5Y CAGR
-2.5%
Peak year (2021)
$56.26B
Latest annual
$49.42B
Net Assets history chart for Charles Schwab (SCHW) from 1986 to 2025
Net Assets history table for Charles Schwab (SCHW) from 1986 to 2025
| Fiscal year | Period ended | Reported | Net Assets | YoY |
|---|---|---|---|---|
| 2025 | $49.42B | +2.2% | ||
| 2024 | $48.38B | +18.1% | ||
| 2023 | $40.96B | +11.9% | ||
| 2022 | $36.61B | -34.9% | ||
| 2021 | $56.26B | +0.4% | ||
| 2020 | $56.06B | +157.8% | ||
| 2019 | $21.75B | +5.2% | ||
| 2018 | $20.67B | +11.6% | ||
| 2017 | $18.52B | +12.8% | ||
| 2016 | $16.42B | +22.5% | ||
| 2015 | $13.40B | +13.5% | ||
| 2014 | $11.80B | +13.7% | ||
| 2013 | $10.38B | +8.3% | ||
| 2012 | $9.59B | +24.3% | ||
| 2011 | $7.71B | +23.9% | ||
| 2010 | $6.23B | +22.7% | ||
| 2009 | $5.07B | +24.9% | ||
| 2008 | $4.06B | +8.8% | ||
| 2007 | $3.73B | -25.5% | ||
| 2006 | $5.01B | +12.5% | ||
| 2005 | $4.45B | +1.5% | ||
| 2004 | $4.39B | -1.7% | ||
| 2003 | $4.46B | +11.2% | ||
| 2002 | $4.01B | -3.7% | ||
| 2001 | $4.16B | -1.6% | ||
| 2000 | $4.23B | +86.0% | ||
| 1999 | $2.27B | +59.2% | ||
| 1998 | $1.43B | +24.8% | ||
| 1997 | $1.15B | +34.0% | ||
| 1996 | $854.60M | +35.0% | ||
| 1995 | $632.90M | +35.5% | ||
| 1994 | $467.00M | +23.2% | ||
| 1993 | $379.20M | +46.5% | ||
| 1992 | $258.80M | +29.5% | ||
| 1991 | $199.80M | +29.7% | ||
| 1990 | $154.10M | -10.3% | ||
| 1989 | $171.70M | +8.0% | ||
| 1988 | $159.00M | +6.0% | ||
| 1987 | $150.00M | +102.7% | ||
| 1986 | $74.00M | — |
Net Assets values are taken from Charles Schwab's reported balance sheets (10-Q quarterly and 10-K annual filings with the U.S. Securities and Exchange Commission). Each row shows the period end date and the date the filing was reported; YoY compares each figure to the same period one year earlier. Amounts are in USD as filed.
Analysis
As of the 2025 fiscal year, Charles Schwab (SCHW) reported net assets of $49.42B – edged up 2.2% year-over-year.
Over 2020–2025 (5 years), Charles Schwab net assets expanded at a -2.5% compound annual rate, sustaining 3 straight years of year-over-year growth.
Charles Schwab net assets declined from $56.26B in 2021 to $49.42B in 2025, a 12.2% drawdown.
2021 marks the peak net assets at $56.26B, with the historical low of $74.00M recorded in 1986.
Among 8 Financial Services peers, Charles Schwab (SCHW) ranks 7th; the peer median for net assets is $153.04B.
Charles Schwab Net Assets by Year
Charles Schwab Net Assets 2025: $49.42B
Charles Schwab net assets in 2025 was $49.42B, edged up 2.2% from 2024.
Charles Schwab Net Assets 2024: $48.38B
Charles Schwab net assets in 2024 was $48.38B, grew 18.1% from 2023.
Charles Schwab Net Assets 2023: $40.96B
Charles Schwab net assets in 2023 was $40.96B, grew 11.9% from 2022.
Charles Schwab Net Assets 2022: $36.61B
Charles Schwab net assets in 2022 was $36.61B, plunged 34.9% below 2021.
Charles Schwab Net Assets 2021: $56.26B
Charles Schwab net assets in 2021 was $56.26B.
See more financial history for Charles Schwab (SCHW).
Sector peers — Net Assets
Companies in the same sector as Charles Schwab, ranked by their latest net assets.
| Company | Net Assets | Sector |
|---|---|---|
| Berkshire Hathaway Inc. (BRK-B) | $717.42B | Financial Services |
| JPMorgan Chase & Co. (JPM) | $362.44B | Financial Services |
| Bank of America Corporation (BAC) | $303.24B | Financial Services |
| Wells Fargo & Company (WFC) | $181.12B | Financial Services |
| The Goldman Sachs Group, Inc. (GS) | $124.97B | Financial Services |
| Morgan Stanley (MS) | $111.63B | Financial Services |
| Visa Inc. (V) | $37.91B | Financial Services |
| Mastercard Incorporated (MA) | $7.74B | Financial Services |
Frequently asked questions
What is Charles Schwab's net assets?
- Latest reported net assets for Charles Schwab (SCHW) is $49.20B (period ending March 31, 2026).
How has Charles Schwab net assets changed year-over-year?
- Charles Schwab (SCHW) net assets changed +2.2% year-over-year on the latest annual filing.
What is the long-term growth rate of Charles Schwab net assets?
- Charles Schwab (SCHW) net assets compound annual growth rate is -2.5% over the most recent 5 years available.
When did Charles Schwab net assets hit its highest annual value?
- Charles Schwab net assets reached its highest annual value of $56.26B in 2021.
What was Charles Schwab net assets in 2024?
- Charles Schwab (SCHW) net assets in 2024 was $48.38B.
What was Charles Schwab net assets in 2025?
- Charles Schwab (SCHW) net assets in 2025 was $49.42B.
Metrics overview
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