Total Assets for Charles Schwab (SCHW)
According to Charles Schwab's latest reported financial statements, the company's latest reported total assets is $493.30B USD. Total assets sum everything the company reports owning at the end of each reporting period — cash, receivables, inventory, property, plant, equipment, intangibles, and other holdings — as filed on the balance sheet. Compare with total liabilities and net assets for the capital-structure picture.
Headline figure above is from the reporting period ending (reported ). Chart and table below cover the full reported history back to .
SCHW
Currently viewingTotal AssetsSwitch metric
Latest period
$493.30B
YoY change
+2.3%
5Y CAGR
-2.2%
Peak year (2021)
$667.27B
Latest annual
$491.00B
Total Assets history chart for Charles Schwab (SCHW) from 1986 to 2025
Total Assets history table for Charles Schwab (SCHW) from 1986 to 2025
| Fiscal year | Period ended | Reported | Total Assets | YoY |
|---|---|---|---|---|
| 2025 | $491.00B | +2.3% | ||
| 2024 | $479.84B | -2.7% | ||
| 2023 | $493.18B | -10.6% | ||
| 2022 | $551.77B | -17.3% | ||
| 2021 | $667.27B | +21.5% | ||
| 2020 | $549.01B | +86.7% | ||
| 2019 | $294.00B | -0.8% | ||
| 2018 | $296.48B | +21.9% | ||
| 2017 | $243.27B | +8.9% | ||
| 2016 | $223.38B | +21.6% | ||
| 2015 | $183.72B | +18.8% | ||
| 2014 | $154.64B | +7.7% | ||
| 2013 | $143.64B | +7.5% | ||
| 2012 | $133.64B | +22.8% | ||
| 2011 | $108.79B | +17.5% | ||
| 2010 | $92.57B | +22.7% | ||
| 2009 | $75.43B | +46.0% | ||
| 2008 | $51.67B | +22.0% | ||
| 2007 | $42.37B | -13.5% | ||
| 2006 | $48.99B | +3.8% | ||
| 2005 | $47.18B | +0.1% | ||
| 2004 | $47.13B | +2.8% | ||
| 2003 | $45.87B | +15.5% | ||
| 2002 | $39.70B | -1.9% | ||
| 2001 | $40.46B | +6.1% | ||
| 2000 | $38.15B | +30.2% | ||
| 1999 | $29.30B | +31.6% | ||
| 1998 | $22.26B | +35.1% | ||
| 1997 | $16.48B | +19.6% | ||
| 1996 | $13.78B | +30.6% | ||
| 1995 | $10.55B | +33.3% | ||
| 1994 | $7.92B | +14.8% | ||
| 1993 | $6.90B | +16.8% | ||
| 1992 | $5.91B | +17.5% | ||
| 1991 | $5.03B | +20.0% | ||
| 1990 | $4.19B | +20.3% | ||
| 1989 | $3.48B | +37.4% | ||
| 1988 | $2.53B | +25.4% | ||
| 1987 | $2.02B | +28.9% | ||
| 1986 | $1.57B | — |
Total 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
In 2025, Charles Schwab (SCHW) total assets totalled $491.00B – edged up 2.3% year-over-year.
Charles Schwab total assets compound annual growth for the 2020–2025 (5 years) window is -2.2%, with a net decline across the window.
Charles Schwab total assets peaked at $667.27B in 2021; the latest annual figure is $491.00B in 2025 (26.4% below peak).
2021 marks the peak total assets at $667.27B, with the historical low of $1.57B recorded in 1986.
Within Financial Services, Charles Schwab (SCHW) ranks 7th among 8 peers we track. The peer median for total assets is $1.61T.
Charles Schwab Total Assets by Year
Charles Schwab Total Assets 2025: $491.00B
Charles Schwab total assets in 2025 was $491.00B, edged up 2.3% from 2024.
Charles Schwab Total Assets 2024: $479.84B
Charles Schwab total assets in 2024 was $479.84B, edged down 2.7% below 2023.
Charles Schwab Total Assets 2023: $493.18B
Charles Schwab total assets in 2023 was $493.18B, declined 10.6% below 2022.
Charles Schwab Total Assets 2022: $551.77B
Charles Schwab total assets in 2022 was $551.77B, declined 17.3% below 2021.
Charles Schwab Total Assets 2021: $667.27B
Charles Schwab total assets in 2021 was $667.27B.
See more financial history for Charles Schwab (SCHW).
Sector peers — Total Assets
Companies in the same sector as Charles Schwab, ranked by their latest total assets.
| Company | Total Assets | Sector |
|---|---|---|
| JPMorgan Chase & Co. (JPM) | $4.42T | Financial Services |
| Bank of America Corporation (BAC) | $3.41T | Financial Services |
| Wells Fargo & Company (WFC) | $2.15T | Financial Services |
| The Goldman Sachs Group, Inc. (GS) | $1.81T | Financial Services |
| Morgan Stanley (MS) | $1.42T | Financial Services |
| Berkshire Hathaway Inc. (BRK-B) | $1.22T | Financial Services |
| Visa Inc. (V) | $99.63B | Financial Services |
| Mastercard Incorporated (MA) | $54.16B | Financial Services |
Frequently asked questions
What is Charles Schwab's total assets?
- Latest reported total assets for Charles Schwab (SCHW) is $493.30B (period ending March 31, 2026).
How has Charles Schwab total assets changed year-over-year?
- Charles Schwab (SCHW) total assets changed +2.3% year-over-year on the latest annual filing.
What is the long-term growth rate of Charles Schwab total assets?
- Charles Schwab (SCHW) total assets compound annual growth rate is -2.2% over the most recent 5 years available.
When did Charles Schwab total assets hit its highest annual value?
- Charles Schwab total assets reached its highest annual value of $667.27B in 2021.
What was Charles Schwab total assets in 2024?
- Charles Schwab (SCHW) total assets in 2024 was $479.84B.
What was Charles Schwab total assets in 2025?
- Charles Schwab (SCHW) total assets in 2025 was $491.00B.
Metrics overview
Pick a metric for charts, filings, and peers — each row shows the latest TTM or annual value with year-over-year change.
Explore more
SCHW Overview
Company profile, financial tools, and key metrics
SCHW Revenue Counter
Earns $898.18 every second. See per minute, hour, and day.
SCHW Earnings Counter
Earns $298.77 per second net profit. See per minute, hour, and day.
SCHW Economic Scale
Exceeds Albania's GDP. Compare with world economies.
SCHW What If Invested
What if you had invested $1,000? See historical returns from any date.
SCHW How It Makes Money
Discover visual breakdown of $28.32B in revenue — where it comes from and where it goes.
SCHW Stock Seasonality
Best and worst months to invest. Historical monthly returns heatmap.
SCHW Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
SCHW Daily Price Character
Explosive · 47.5% historical win rate (green days). Streaks & record days.
SCHW Buybacks
3.56% TTM buyback yield. Shareholder yield & SBC comparison.
SCHW Stock Split History
8 splits on record. Dates, ratios, and cumulative multiple.
SCHW Dividend Profile
Yield: 1.24%. Safety: 7/8. See full history.
SCHW Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
SCHW Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.