Charles Schwab Total Assets

The latest total assets for SCHW is $3.9B as of June 2026. That compares with $420B in the prior-year period — down 99.1% year over year. Investors often review this figure alongside Charles Schwab's historical trend and sector peers before judging valuation or financial health.

Over the past year, SCHW's total assets moved from $420B to $3.9B — a 99.1% year-over-year decrease. If the trend continues in the same direction for several quarters, it can signal a meaningful shift in Charles Schwab's operating scale or balance-sheet position.

A total assets figure of $3.9B for SCHW is a snapshot of scale on that line item. On its own it does not say whether the business is healthy — you also want growth rate, margins, and how the number compares with similar companies. Explore the charts below for those layers of context.

After noting SCHW's total assets ($3.9B), review year-over-year change from $420B, peer averages, and a few neighboring metrics such as revenue, margins, or valuation multiples. That combination usually beats staring at a single figure. The navigation links on this page jump you to those related views.

This page's peer comparison chart is the fastest way to stack Charles Schwab's total assets against similar Finance names. You can also browse sector and industry screens on Stockcircle for a broader set of Finance companies and their key multiples and fundamentals.