Charles Schwab Corp (SCHW) — Net Asset Momentum
Charles Schwab Corp (SCHW) recorded a net asset momentum of 913.4% as of December 2025, with net assets of $490.24 Billion USD. Net Asset Momentum measures the year-over-year percentage change in net assets (total assets minus total liabilities), indicating how rapidly the company is building or eroding its equity base. For live market cap and overall valuation, see SCHW company net worth.
YoY Momentum
Current Net Assets
Years of Data
Country
Charles Schwab Corp Net Asset Momentum (1986–2025)
This chart tracks Charles Schwab Corp's year-over-year net asset growth across 40 annual reporting periods from 1986 to 2025. The most recent momentum reading is +913.4%, with net assets of $490.24 Billion USD as of December 2025. Check Charles Schwab Corp strategic asset allocation index to assess the company's strategic physical and investment asset allocation.
Annual Net Asset History for Charles Schwab Corp (1986–2025)
The table below shows the complete annual net asset history for Charles Schwab Corp from 1986 to 2025, covering 40 yearly periods. Each row includes total assets, total liabilities, net assets, and the year-over-year momentum figure for that period. Check Charles Schwab Corp tangible book value ratio to evaluate the tangible quality of the company's equity base.
| Year | Net Assets (USD) | Total Assets | Total Liabilities | YoY Momentum |
|---|---|---|---|---|
| 2025 | $490.24 Billion | $491.00 Billion | $765.00 Million | ▲ +913.4% |
| 2024 | $48.38 Billion | $479.84 Billion | $431.47 Billion | ▲ +18.1% |
| 2023 | $40.96 Billion | $493.18 Billion | $452.22 Billion | ▲ +11.9% |
| 2022 | $36.61 Billion | $551.77 Billion | $515.16 Billion | ▼ -34.9% |
| 2021 | $56.26 Billion | $667.27 Billion | $611.01 Billion | ▲ +0.4% |
| 2020 | $56.06 Billion | $549.01 Billion | $492.95 Billion | ▲ +158.3% |
| 2019 | $21.70 Billion | $294.00 Billion | $272.30 Billion | ▲ +5.0% |
| 2018 | $20.67 Billion | $296.48 Billion | $275.81 Billion | ▲ +11.6% |
| 2017 | $18.52 Billion | $243.27 Billion | $224.75 Billion | ▲ +12.8% |
| 2016 | $16.42 Billion | $223.38 Billion | $206.96 Billion | ▲ +22.5% |
| 2015 | $13.40 Billion | $183.72 Billion | $170.32 Billion | ▲ +13.5% |
| 2014 | $11.80 Billion | $154.64 Billion | $142.84 Billion | ▲ +13.7% |
| 2013 | $10.38 Billion | $143.64 Billion | $133.26 Billion | ▲ +8.3% |
| 2012 | $9.59 Billion | $133.64 Billion | $124.05 Billion | ▲ +20.6% |
| 2011 | $7.95 Billion | $108.79 Billion | $100.84 Billion | ▲ +27.8% |
| 2010 | $6.23 Billion | $92.57 Billion | $86.34 Billion | ▲ +22.7% |
| 2009 | $5.07 Billion | $75.43 Billion | $70.36 Billion | ▲ +24.9% |
| 2008 | $4.06 Billion | $51.67 Billion | $47.61 Billion | ▲ +6.4% |
| 2007 | $3.82 Billion | $42.37 Billion | $38.55 Billion | ▼ -23.8% |
| 2006 | $5.01 Billion | $48.99 Billion | $43.98 Billion | ▲ +17.0% |
| 2005 | $4.28 Billion | $47.18 Billion | $42.90 Billion | ▼ -2.4% |
| 2004 | $4.39 Billion | $47.13 Billion | $42.75 Billion | ▼ -1.7% |
| 2003 | $4.46 Billion | $45.87 Billion | $41.41 Billion | ▲ +11.2% |
| 2002 | $4.01 Billion | $39.70 Billion | $35.69 Billion | ▼ -3.7% |
| 2001 | $4.16 Billion | $40.46 Billion | $36.30 Billion | ▼ -1.6% |
| 2000 | $4.23 Billion | $38.15 Billion | $33.92 Billion | ▲ +272.9% |
| 1999 | $-2.45 Billion | $29.30 Billion | $31.75 Billion | ▼ -271.3% |
| 1998 | $1.43 Billion | $22.26 Billion | $20.84 Billion | ▲ +24.8% |
| 1997 | $1.15 Billion | $16.48 Billion | $15.34 Billion | ▲ +34.0% |
| 1996 | $854.60 Million | $13.78 Billion | $12.92 Billion | ▲ +35.0% |
| 1995 | $632.90 Million | $10.55 Billion | $9.92 Billion | ▲ +35.5% |
| 1994 | $467.00 Million | $7.92 Billion | $7.45 Billion | ▲ +23.2% |
| 1993 | $379.20 Million | $6.90 Billion | $6.52 Billion | ▲ +46.5% |
| 1992 | $258.80 Million | $5.91 Billion | $5.65 Billion | ▲ +29.5% |
| 1991 | $199.80 Million | $5.03 Billion | $4.83 Billion | ▲ +29.7% |
| 1990 | $154.10 Million | $4.19 Billion | $4.03 Billion | ▼ -10.3% |
| 1989 | $171.70 Million | $3.48 Billion | $3.31 Billion | ▲ +8.0% |
| 1988 | $159.00 Million | $2.53 Billion | $2.37 Billion | ▲ +6.0% |
| 1987 | $150.00 Million | $2.02 Billion | $1.87 Billion | ▲ +102.7% |
| 1986 | $74.00 Million | $1.57 Billion | $1.49 Billion | — |