Other
Ending IDA Balance
Charles Schwab Corporation Ending IDA Balance decreased by 3.5% to $73.6B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 12.1%, from $83.7B to $73.6B. 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_endingHistorical Data
14 periods
| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $122.6B | $106.5B | $102.7B | $99.6B | $97.5B | $90.3B | $84.5B | $84B | $87.6B | $83.7B | $82.2B | $78.6B | $76.3B | $73.6B |
| 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$73.6B – $122.6B
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 $73.6B 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 $83.7B to $73.6B.
- 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 $122.6B to $76.3B.