Latest period
$3.09B
YoY change
+2.2%
5Y CAGR
-2.5%
Peak year (FY2021)
$56.3B
Latest annual
$49.4B
Total Equity history chart for Charles Schwab (SCHW) from 2016 to 2025
Latest: $49.4B
Total Equity growth chart for Charles Schwab (SCHW) from 2016 to 2025
Latest: +2.2%
Total Equity history table for Charles Schwab (SCHW) from 1986 to 2025
| FY2025 | $49.4B | +2.2% | +$1.05B | ||
| FY2024 | $48.4B | +18.1% | +$7.42B | ||
| FY2023 | $41B | +11.9% | +$4.35B | ||
| FY2022 | $36.6B | -34.9% | -$19.7B | ||
| FY2021 | $56.3B | +0.4% | +$201M | ||
| FY2020 | $56.1B | +157.8% | +$34.3B | ||
| FY2019 | $21.7B | +5.2% | +$1.08B | ||
| FY2018 | $20.7B | +11.6% | +$2.15B | ||
| FY2017 | $18.5B | +12.8% | +$2.1B | ||
| FY2016 | $16.4B | +22.5% | +$3.02B | ||
| FY2015 | $13.4B | +13.5% | +$1.6B | ||
| FY2014 | $11.8B | +13.7% | +$1.42B | ||
| FY2013 | $10.4B | +8.3% | +$792M | ||
| FY2012 | $9.59B | +24.3% | +$1.88B | ||
| FY2011 | $7.71B | +23.9% | +$1.49B | ||
| FY2010 | $6.23B | +22.7% | +$1.15B | ||
| FY2009 | $5.07B | +24.9% | +$1.01B | ||
| FY2008 | $4.06B | +8.8% | +$329M | ||
| FY2007 | $3.73B | -25.5% | -$1.28B | ||
| FY2006 | $5.01B | +12.5% | +$558M | ||
| FY2005 | $4.45B | +1.5% | +$64M | ||
| FY2004 | $4.39B | -1.7% | -$75M | ||
| FY2003 | $4.46B | +11.2% | +$450M | ||
| FY2002 | $4.01B | -3.7% | -$152M | ||
| FY2001 | $4.16B | -1.6% | -$67M | ||
| FY2000 | $4.23B | +86.0% | +$1.96B | ||
| FY1999 | $2.27B | +59.2% | +$845M | ||
| FY1998 | $1.43B | +24.8% | +$284M | ||
| FY1997 | $1.15B | +34.0% | +$291M | ||
| FY1996 | $855M | +35.0% | +$222M | ||
| FY1995 | $633M | +35.5% | +$166M | ||
| FY1994 | $467M | +23.2% | +$87.8M | ||
| FY1993 | $379M | +46.5% | +$120M | ||
| FY1992 | $259M | +29.5% | +$59M | ||
| FY1991 | $200M | +29.7% | +$45.7M | ||
| FY1990 | $154M | -10.3% | -$17.6M | ||
| FY1989 | $172M | +8.0% | +$12.7M | ||
| FY1988 | $159M | +6.0% | +$9M | ||
| FY1987 | $150M | +102.7% | +$76M | ||
| FY1986 | $74M | — | — |
- FY2025$49.4B+2.2%
- FY2024$48.4B+18.1%
- FY2023$41B+11.9%
- FY2022$36.6B-34.9%
- FY2021$56.3B+0.4%
- FY2020$56.1B+157.8%
- FY2019$21.7B+5.2%
- FY2018$20.7B+11.6%
- FY2017$18.5B+12.8%
- FY2016$16.4B+22.5%
- FY2015$13.4B+13.5%
- FY2014$11.8B+13.7%
- FY2013$10.4B+8.3%
- FY2012$9.59B+24.3%
- FY2011$7.71B+23.9%
- FY2010$6.23B+22.7%
- FY2009$5.07B+24.9%
- FY2008$4.06B+8.8%
- FY2007$3.73B-25.5%
- FY2006$5.01B+12.5%
- FY2005$4.45B+1.5%
- FY2004$4.39B-1.7%
- FY2003$4.46B+11.2%
- FY2002$4.01B-3.7%
- FY2001$4.16B-1.6%
- FY2000$4.23B+86.0%
- FY1999$2.27B+59.2%
- FY1998$1.43B+24.8%
- FY1997$1.15B+34.0%
- FY1996$855M+35.0%
- FY1995$633M+35.5%
- FY1994$467M+23.2%
- FY1993$379M+46.5%
- FY1992$259M+29.5%
- FY1991$200M+29.7%
- FY1990$154M-10.3%
- FY1989$172M+8.0%
- FY1988$159M+6.0%
- FY1987$150M+102.7%
- FY1986$74M—
Total Equity 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 Equity at Charles Schwab (SCHW)
According to Charles Schwab's latest reported financial statements, the company's latest reported total equity is $3.09B. 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 .
The 2025 reading of Charles Schwab (SCHW) total equity is $49.4B – edged up 2.2% year-over-year.
Across 2020–2025 (5 years), Charles Schwab total equity produced a CAGR of -2.5% – sustaining 3 straight years of year-over-year growth.
Charles Schwab total equity peaked at $56.3B in 2021; the latest annual figure is $49.4B in 2025 (12.2% below peak).
The highest annual total equity of $56.3B was reported in 2021. The lowest in the available history was $74M in 1986.
Charles Schwab Total Equity by Year
Charles Schwab Total Equity 2025: $49.4B
2025's total equity for Charles Schwab came in at $49.4B, edged up 2.2% from 2024.
Charles Schwab Total Equity 2024: $48.4B
Charles Schwab posted total equity of $48.4B in 2024, grew 18.1% from 2023.
Charles Schwab Total Equity 2023: $41B
In 2023, Charles Schwab reported total equity of $41B, grew 11.9% from 2022.
Charles Schwab Total Equity 2022: $36.6B
Charles Schwab total equity in 2022 was $36.6B, plunged 34.9% below 2021.
Charles Schwab Total Equity 2021: $56.3B
Charles Schwab total equity in 2021 was $56.3B.
See more financial history for Charles Schwab (SCHW).
Sector peers by Total Equity
Financial Services peers of Charles Schwab (SCHW), ranked by their latest total equity
| $717B | |
| $362B | |
| $303B | |
| $181B | |
| $125B | |
| $112B | |
| $37.9B | |
| $7.74B |
- $362B
- $181B
- $125B
- $112B
- $37.9B
- $7.74B
Frequently asked questions
Charles Schwab (SCHW) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks4.93% TTM
- Dividend Profile1.17% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History8 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.