Charles Schwab Corp (SCHW) — Strategic Asset Allocation Index
Charles Schwab Corp (SCHW) has a Strategic Asset Allocation Index of 398.2% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $196.64 Billion) total $196.64 Billion, measured against net assets of $49.38 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Charles Schwab Corp Strategic Asset Allocation Index (2000–2024)
This chart shows how Charles Schwab Corp's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 398.2%, representing strategic assets of $196.64 Billion against net assets of $49.38 Billion USD. Explore Charles Schwab Corp cash conversion from operations to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Charles Schwab Corp (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Charles Schwab Corp from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Charles Schwab Corp stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 470.5% | $227.61 Billion | $- | $227.61 Billion | $48.38 Billion | ▼ -180.7 pp |
| 2023 | 651.2% | $266.72 Billion | $- | $266.72 Billion | $40.96 Billion | ▼ -247.8 pp |
| 2022 | 899.0% | $329.12 Billion | $4.61 Billion | $324.51 Billion | $36.61 Billion | ▲ +192.6 pp |
| 2021 | 706.4% | $397.45 Billion | $4.28 Billion | $393.16 Billion | $56.26 Billion | ▲ +99.4 pp |
| 2020 | 607.0% | $340.28 Billion | $2.88 Billion | $337.40 Billion | $56.06 Billion | ▼ -390.6 pp |
| 2019 | 997.5% | $216.47 Billion | $2.13 Billion | $214.34 Billion | $21.70 Billion | ▼ -112.8 pp |
| 2018 | 1110.3% | $229.50 Billion | $1.77 Billion | $227.74 Billion | $20.67 Billion | ▲ +87.9 pp |
| 2017 | 1022.5% | $189.41 Billion | $1.47 Billion | $187.94 Billion | $18.52 Billion | ▼ -11.1 pp |
| 2016 | 1033.5% | $169.72 Billion | $1.30 Billion | $168.42 Billion | $16.42 Billion | ▲ +51.1 pp |
| 2015 | 982.4% | $131.66 Billion | $1.15 Billion | $130.52 Billion | $13.40 Billion | ▲ +100.2 pp |
| 2014 | 882.2% | $104.13 Billion | $1.04 Billion | $103.09 Billion | $11.80 Billion | ▼ -39.3 pp |
| 2013 | 921.5% | $95.66 Billion | $790.00 Million | $94.87 Billion | $10.38 Billion | ▲ +606.2 pp |
| 2012 | 315.3% | $30.23 Billion | $675.00 Million | $29.56 Billion | $9.59 Billion | ▼ -15.0 pp |
| 2011 | 330.2% | $26.27 Billion | $685.00 Million | $25.58 Billion | $7.95 Billion | ▼ -113.6 pp |
| 2010 | 443.8% | $27.63 Billion | $624.00 Million | $27.01 Billion | $6.23 Billion | ▲ +431.2 pp |
| 2009 | 12.6% | $641.00 Million | $641.00 Million | $- | $5.07 Billion | ▼ -3.6 pp |
| 2008 | 16.3% | $661.00 Million | $661.00 Million | $- | $4.06 Billion | ▲ +0.1 pp |
| 2007 | 16.2% | $617.00 Million | $617.00 Million | $- | $3.82 Billion | ▲ +4.1 pp |
| 2006 | 12.0% | $602.00 Million | $602.00 Million | $- | $5.01 Billion | ▼ -6.6 pp |
| 2005 | 18.6% | $797.00 Million | $797.00 Million | $- | $4.28 Billion | ▼ -2.0 pp |
| 2004 | 20.6% | $903.00 Million | $903.00 Million | $- | $4.39 Billion | ▼ -0.8 pp |
| 2003 | 21.4% | $956.00 Million | $956.00 Million | $- | $4.46 Billion | ▼ -0.2 pp |
| 2002 | 21.6% | $868.00 Million | $868.00 Million | $- | $4.01 Billion | ▼ -3.8 pp |
| 2001 | 25.4% | $1.06 Billion | $1.06 Billion | $- | $4.16 Billion | ▼ -1.4 pp |
| 2000 | 26.8% | $1.13 Billion | $1.13 Billion | $- | $4.23 Billion | — |