Company / Shareholders' Equity
Charles Schwab Corporation Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$49.4B
FY2025
5-year range
$36.6B / $56.3B
FY2021-FY2025
Trend
+2.2%
vs FY2024
Sector context
#14 of 395
Financials
What the data says
Among 395 Financials companies, Charles Schwab Corporation is in the top 4% for shareholders' equity. Shareholders' Equity has increased for 3 consecutive years, from $36.6B in FY2022 to $49.4B in FY2025.
Based on SEC 10-K filings.
$49.4B in FY2025 with a 5-year CAGR of -2.5%. Top quartile in the Financials sector.
Improved from $41.0B to $49.4B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +10.5%
- 5-Year CAGR
- -2.5%
- 10-Year CAGR
- -
Sector benchmark
Top 4% in FinancialsTop 4% of 395This company $49.4B Sector average $11.5B
▼
+331.7% above sector average
Key checks
Key Insights
- Charles Schwab Corporation's shareholders' equity has grown for 3 consecutive years.
- 5-year CAGR of -2.5%, indicating a declining trend.
- In FY2025, shareholders' equity increased 2.2% year-over-year.
- Ranks #14 out of 395 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 0.17 (distress zone, below 1.8 threshold)
- Strong profit margin: 35.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $49.4B | +2.2% |
| FY2024 | $48.4B | +18.1% |
| FY2023 | $41.0B | +11.9% |
| FY2022 | $36.6B | -34.9% |
| FY2021 | $56.3B | +0.4% |
| FY2020 | $56.1B | +202.6% |
| FY2019 | $18.5B | -10.4% |
| FY2018 | $20.7B | +11.6% |
| FY2017 | $18.5B | +12.8% |
| FY2016 | $16.4B | +22.5% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026