Other

Ending IDA Balance

Charles Schwab Corporation Ending IDA Balance decreased by 3.5% to $73.60B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 12.1%, from $83.70B to $73.60B. Over 3 years (FY 2022 to FY 2025), Ending IDA Balance shows a downward trend with a -14.6% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ4 2022
Last reportedQ1 2026May 8, 2026
Metric ID: ida_balance_ending

Historical Data

14 periods
 Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$122.60B$106.50B$102.70B$99.60B$97.50B$90.30B$84.50B$84.00B$87.60B$83.70B$82.20B$78.60B$76.30B$73.60B
QoQ Change—-13.1%-3.6%-3.0%-2.1%-7.4%-6.4%-0.6%+4.3%-4.5%-1.8%-4.4%-2.9%-3.5%
YoY Change————-20.5%-15.2%-17.7%-15.7%-10.2%-7.3%-2.7%-6.4%-12.9%-12.1%
Range$73.60B – $122.60B
CAGR-14.5%
Avg YoY Growth-12.1%
Median YoY Growth-12.5%
Current Streak5 quarters decline

Frequently Asked Questions

What is Charles Schwab Corporation's ending ida balance?
Charles Schwab Corporation (SCHW) reported ending ida balance of $73.60B in Q1 2026.
How has Charles Schwab Corporation's ending ida balance changed year-over-year?
Charles Schwab Corporation's ending ida balance decreased by 12.1% year-over-year, from $83.70B to $73.60B.
What is the long-term trend for Charles Schwab Corporation's ending ida balance?
Over 3 years (2022 to 2025), Charles Schwab Corporation's ending ida balance has grown at a -14.6% compound annual growth rate (CAGR), from $122.60B to $76.30B.