Equity
Total Equity
Charles Schwab Corporation Total Equity decreased by 0.4% to $49.23B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 0.6%, from $49.51B to $49.23B. Over 5 years (FY 2020 to FY 2025), Total Equity shows a downward trend with a -2.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryCapital Allocation
SignalHigher is better
VolatilityStable
First reportedQ4 2012
Last reportedQ1 2026May 8, 2026
How to read this metric
A growing equity base indicates strong financial health, profitability, and value creation for shareholders.
Detailed definition
The residual interest in the assets of the company after deducting all liabilities, representing the net worth attributa...
Peer comparison
The primary metric for assessing book value; compared against peers using return on equity (ROE) benchmarks.
Metric ID:
total_stockholders_equityHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | 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 | $57.45B | $57.44B | $56.26B | $48.10B | $44.51B | $37.04B | $36.61B | $36.35B | $37.15B | $37.78B | $40.96B | $42.41B | $43.95B | $47.22B | $48.38B | $49.51B | $49.45B | $49.38B | $49.43B | $49.23B |
| QoQ Change | — | -0.0% | -2.1% | -14.5% | -7.5% | -16.8% | -1.2% | -0.7% | +2.2% | +1.7% | +8.4% | +3.5% | +3.6% | +7.4% | +2.5% | +2.3% | -0.1% | -0.1% | +0.1% | -0.4% |
| YoY Change | — | — | — | — | -22.5% | -35.5% | -34.9% | -24.4% | -16.5% | +2.0% | +11.9% | +16.7% | +18.3% | +25.0% | +18.1% | +16.7% | +12.5% | +4.6% | +2.2% | -0.6% |
Range$36.35B – $57.45B
CAGR-3.2%
Avg YoY Growth-0.4%
Median YoY Growth+3.4%
Total Equity at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's total equity?
- Charles Schwab Corporation (SCHW) reported total equity of $49.23B in Q1 2026.
- How has Charles Schwab Corporation's total equity changed year-over-year?
- Charles Schwab Corporation's total equity decreased by 0.6% year-over-year, from $49.51B to $49.23B.
- What is the long-term trend for Charles Schwab Corporation's total equity?
- Over 5 years (2020 to 2025), Charles Schwab Corporation's total equity has grown at a -2.5% compound annual growth rate (CAGR), from $56.06B to $49.43B.
- What does total equity mean?
- The total net value of the company belonging to its shareholders.