Latest period
$517B
YoY change
+2.3%
5Y CAGR
-2.2%
Peak year (FY2021)
$667B
Latest annual
$491B
Total Assets history chart for Charles Schwab (SCHW) from 2016 to 2025
Latest: $491B
Total Assets growth chart for Charles Schwab (SCHW) from 2016 to 2025
Latest: +2.3%
Total Assets history table for Charles Schwab (SCHW) from 1986 to 2025
| FY2025 | $491B | +2.3% | +$11.2B | ||
| FY2024 | $480B | -2.7% | -$13.3B | ||
| FY2023 | $493B | -10.6% | -$58.6B | ||
| FY2022 | $552B | -17.3% | -$115B | ||
| FY2021 | $667B | +21.5% | +$118B | ||
| FY2020 | $549B | +86.7% | +$255B | ||
| FY2019 | $294B | -0.8% | -$2.48B | ||
| FY2018 | $296B | +21.9% | +$53.2B | ||
| FY2017 | $243B | +8.9% | +$19.9B | ||
| FY2016 | $223B | +21.6% | +$39.7B | ||
| FY2015 | $184B | +18.8% | +$29.1B | ||
| FY2014 | $155B | +7.7% | +$11B | ||
| FY2013 | $144B | +7.5% | +$10B | ||
| FY2012 | $134B | +22.8% | +$24.8B | ||
| FY2011 | $109B | +17.5% | +$16.2B | ||
| FY2010 | $92.6B | +22.7% | +$17.1B | ||
| FY2009 | $75.4B | +46.0% | +$23.8B | ||
| FY2008 | $51.7B | +22.0% | +$9.3B | ||
| FY2007 | $42.4B | -13.5% | -$6.62B | ||
| FY2006 | $49B | +3.8% | +$1.81B | ||
| FY2005 | $47.2B | +0.1% | +$47M | ||
| FY2004 | $47.1B | +2.8% | +$1.27B | ||
| FY2003 | $45.9B | +15.5% | +$6.16B | ||
| FY2002 | $39.7B | -1.9% | -$759M | ||
| FY2001 | $40.5B | +6.1% | +$2.31B | ||
| FY2000 | $38.2B | +30.2% | +$8.85B | ||
| FY1999 | $29.3B | +31.6% | +$7.03B | ||
| FY1998 | $22.3B | +35.1% | +$5.78B | ||
| FY1997 | $16.5B | +19.6% | +$2.7B | ||
| FY1996 | $13.8B | +30.6% | +$3.23B | ||
| FY1995 | $10.6B | +33.3% | +$2.63B | ||
| FY1994 | $7.92B | +14.8% | +$1.02B | ||
| FY1993 | $6.9B | +16.8% | +$991M | ||
| FY1992 | $5.91B | +17.5% | +$879M | ||
| FY1991 | $5.03B | +20.0% | +$838M | ||
| FY1990 | $4.19B | +20.3% | +$708M | ||
| FY1989 | $3.48B | +37.4% | +$947M | ||
| FY1988 | $2.53B | +25.4% | +$513M | ||
| FY1987 | $2.02B | +28.9% | +$453M | ||
| FY1986 | $1.57B | — | — |
- FY2025$491B+2.3%
- FY2024$480B-2.7%
- FY2023$493B-10.6%
- FY2022$552B-17.3%
- FY2021$667B+21.5%
- FY2020$549B+86.7%
- FY2019$294B-0.8%
- FY2018$296B+21.9%
- FY2017$243B+8.9%
- FY2016$223B+21.6%
- FY2015$184B+18.8%
- FY2014$155B+7.7%
- FY2013$144B+7.5%
- FY2012$134B+22.8%
- FY2011$109B+17.5%
- FY2010$92.6B+22.7%
- FY2009$75.4B+46.0%
- FY2008$51.7B+22.0%
- FY2007$42.4B-13.5%
- FY2006$49B+3.8%
- FY2005$47.2B+0.1%
- FY2004$47.1B+2.8%
- FY2003$45.9B+15.5%
- FY2002$39.7B-1.9%
- FY2001$40.5B+6.1%
- FY2000$38.2B+30.2%
- FY1999$29.3B+31.6%
- FY1998$22.3B+35.1%
- FY1997$16.5B+19.6%
- FY1996$13.8B+30.6%
- FY1995$10.6B+33.3%
- FY1994$7.92B+14.8%
- FY1993$6.9B+16.8%
- FY1992$5.91B+17.5%
- FY1991$5.03B+20.0%
- FY1990$4.19B+20.3%
- FY1989$3.48B+37.4%
- FY1988$2.53B+25.4%
- FY1987$2.02B+28.9%
- FY1986$1.57B—
Total Assets values are taken from Charles Schwab's reported balance sheets (quarterly 10-Q and annual 10-K filings with the U.S. Securities and Exchange Commission). Each row shows the period end date and the filing date. YoY compares each figure to the same period one year earlier. Amounts are in USD as filed.
About Total Assets at Charles Schwab (SCHW)
According to Charles Schwab's latest reported financial statements, the company's latest reported total assets is $517B. 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 total equity 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 .
In 2025, Charles Schwab (SCHW) total assets totalled $491B – 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 $667B in 2021; the latest annual figure is $491B in 2025 (26.4% below peak).
2021 marks the peak total assets at $667B, with the historical low of $1.57B recorded in 1986.
Charles Schwab Total Assets by Year
Charles Schwab Total Assets 2025: $491B
In 2025, Charles Schwab reported total assets of $491B, edged up 2.3% from 2024.
Charles Schwab Total Assets 2024: $480B
Charles Schwab total assets in 2024 was $480B, edged down 2.7% below 2023.
Charles Schwab Total Assets 2023: $493B
2023's total assets for Charles Schwab came in at $493B, declined 10.6% below 2022.
Charles Schwab Total Assets 2022: $552B
Charles Schwab posted total assets of $552B in 2022, declined 17.3% below 2021.
Charles Schwab Total Assets 2021: $667B
Charles Schwab total assets in 2021 was $667B.
See more financial history for Charles Schwab (SCHW).
Sector peers by Total Assets
Financial Services peers of Charles Schwab (SCHW), ranked by their latest total assets
| $4.42T | |
| $3.41T | |
| $2.15T | |
| $1.81T | |
| $1.42T | |
| $1.22T | |
| $99.6B | |
| $54.2B |
- $4.42T
- $3.41T
- $2.15T
- $1.81T
- $1.42T
- $99.6B
- $54.2B
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Charles Schwab (SCHW) Key Financials
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