Company / Assets per Share
Charles Schwab Corporation Assets per Share History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Assets per Share
$271.42
FY2025
5-year range
$261.64 / $505.51
FY2021-FY2025
Trend
+3.7%
vs FY2024
Sector context
#158 of 377
Financials
What the data says
At $271.42, Charles Schwab Corporation's assets per share ranks #158 of 377 in the Financials sector. Assets per Share returned to growth in FY2025 after 3 years of decline, reaching $271.42.
Based on SEC 10-K filings.
271.42 in FY2025 with a 5-year CAGR of -6.6%.
Remained stable around $271.42 over the past 2 years.
Financials sector context is included.
Assets per Share over time
Growth rates
- 3-Year CAGR
- -2.3%
- 5-Year CAGR
- -6.6%
- 10-Year CAGR
- -
Sector benchmark
#158 of 377 in FinancialsTop 42% of 377This company $271.42 Sector average $9796.90
▼
-97.2% below sector average
Key checks
Key Insights
- In FY2025, assets per share increased 3.7% year-over-year.
- Ranks #158 out of 377 companies in the Financials sector.
- Peak assets per share was recorded in FY2021.
- Lowest assets per share in the period was in FY2016.
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 | Assets per ShareValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $271.42 | +3.7% |
| FY2024 | $261.64 | -2.9% |
| FY2023 | $269.35 | -7.5% |
| FY2022 | $291.33 | -42.4% |
| FY2021 | $505.51 | +32.1% |
| FY2020 | $382.58 | +76.1% |
| FY2019 | $217.30 | -0.2% |
| FY2018 | $217.84 | +21.2% |
| FY2017 | $179.80 | +7.4% |
| FY2016 | $167.45 | +17.9% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026