FinObservatory

US bank holding companies / RSSD 1026632

CHARLES SCHWAB CORP

CHARLES SCHWAB CORPORATION, THE | CUSIP issuer 808513

67 FR Y-9C filings, Q2 2000 through Q1 2021 (report dates Jun 30, 2000 to Mar 31, 2021). Consolidated assets peak at $563.46B at Q1 2021. At its last filing the balance sheet is $563.46B of assets against $507.86B of liabilities and $55.59B of equity capital, which ranks 7 of 349 filers at Q1 2021 and is 2.25% of everything they consolidate. That is the last quarter of the panel, so this entity was still filing when the source ends.

$563.46B
consolidated assets
Q1 2021
9.87%
equity capital / assets
excludes minority interests
6.18%
Tier 1 / assets
Q1 2021
10.1x
assets / equity capital
book leverage

Consolidated balance sheet

Assets and liabilities as filed, every quarter this entity reported. Thousands of US dollars, nominal.

$0$200B$400B$600B2002200420062008201020122014201620182020Q1 2006total assetstotal liabilities

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies TOTAL_ASSETS_THOUSANDS_USD and TOTAL_LIABILITIES_THOUSANDS_USD for RSSD 1026632. Where the rule is drawn, it marks Q1 2006. Methodology

Capital ratios

Equity capital over assets, and Tier 1 over assets. Tier 1 is reported in 55 of this entity’s 67 filings; quarters where it is not reported are left out of the line rather than plotted as zero.

4%6%8%10%12%14%2002200420062008201020122014201620182020equity capital / assetsTier 1 / assets

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies Both ratios use reported values only; a null Tier 1 means the form did not collect it, not that capital was zero. Methodology

Every filing

QuarterAssetsLiabilitiesEquity capitalTier 1Assets / equity
Q2 2000$34.93B$31.13B$3.80B$3.25B9.2x
Q3 2000$35.51B$31.47B$4.04B$3.50B8.8x
Q4 2000$38.15B$33.93B$4.23B$3.68B9.0x
Q1 2001$37.23B$32.85B$4.30B$3.79B8.6x
Q2 2001$35.91B$31.51B$4.32B$3.79B8.3x
Q3 2001$37.13B$32.88B$4.18B$3.66B8.9x
Q4 2001$40.46B$36.24B$4.16B$3.61B9.7x
Q1 2002$38.82B$34.49B$4.27B$3.72B9.1x
Q2 2002$37.64B$33.24B$4.35B$3.78B8.7x
Q3 2002$37.57B$33.37B$4.14B$3.57B9.1x
Q4 2002$39.70B$35.63B$4.01B$3.48B9.9x
Q1 2003$40.44B$36.31B$4.06B$3.53B10.0x
Q2 2003$41.84B$37.58B$4.18B$3.65B10.0x
Q3 2003$43.76B$39.37B$4.31B$3.78B10.1x
Q4 2003$45.87B$41.33B$4.46B$3.57B10.3x
Q1 2004$46.28B$41.60B$4.66B$3.53B9.9x
Q2 2004$47.32B$42.57B$4.73B$3.63B10.0x
Q3 2004$45.93B$41.38B$4.56B$3.51B10.1x
Q4 2004$47.13B$42.75B$4.39B$3.48B10.7x
Q1 2005$46.40B$42.13B$4.28B$3.39B10.9x
Q2 2005$46.47B$42.16B$4.32B$3.43B10.8x
Q3 2005$45.37B$41.02B$4.35B$3.48B10.4x
Q4 2005$47.35B$42.90B$4.45B$3.59B10.6x
Q1 2006$47.62B$42.99B$4.63B$3.76B10.3x
Q2 2006$46.87B$42.26B$4.60B$3.75B10.2x
Q3 2006$47.14B$42.51B$4.63B$3.76B10.2x
Q4 2006$48.99B$43.98B$5.01B$4.14B9.8x
Q1 2007$47.28B$42.34B$4.94B$3.89B9.6x
Q2 2007$49.00B$43.93B$5.07B$4.06B9.7x
Q3 2007$39.31B$35.92B$3.39B$2.86B11.6x
Q1 2012$111.48B$103.14B$8.34Bn/a13.4x
Q2 2012$111.82B$102.71B$9.11Bn/a12.3x
Q3 2012$117.66B$108.19B$9.46Bn/a12.4x
Q4 2012$133.64B$124.05B$9.59Bn/a13.9x
Q1 2013$133.32B$123.55B$9.78Bn/a13.6x
Q2 2013$135.91B$126.19B$9.72Bn/a14.0x
Q3 2013$140.21B$130.16B$10.05Bn/a13.9x
Q4 2013$143.64B$133.26B$10.38Bn/a13.8x
Q1 2014$144.07B$133.25B$10.81Bn/a13.3x
Q2 2014$143.40B$132.23B$11.17Bn/a12.8x
Q3 2014$147.44B$135.97B$11.47Bn/a12.9x
Q4 2014$154.64B$142.84B$11.80Bn/a13.1x
Q1 2015$160.17B$148.01B$12.16B$10.69B13.2x
Q2 2015$163.63B$151.20B$12.42B$11.01B13.2x
Q3 2015$170.40B$157.21B$13.20B$11.95B12.9x
Q4 2015$183.72B$170.32B$13.40B$12.31B13.7x
Q1 2016$191.00B$176.49B$14.51B$13.39B13.2x
Q2 2016$198.05B$183.06B$14.99B$13.77B13.2x
Q3 2016$209.34B$193.87B$15.47B$14.21B13.5x
Q4 2016$223.38B$206.96B$16.42B$15.36B13.6x
Q1 2017$227.06B$210.08B$16.98B$15.88B13.4x
Q2 2017$220.60B$203.11B$17.49B$16.37B12.6x
Q3 2017$230.71B$212.69B$18.03B$16.91B12.8x
Q4 2017$243.27B$224.75B$18.52B$17.42B13.1x
Q1 2018$248.32B$228.99B$19.33B$18.33B12.8x
Q2 2018$261.88B$241.78B$20.10B$19.12B13.0x
Q3 2018$272.10B$251.27B$20.83B$19.82B13.1x
Q4 2018$296.48B$275.81B$20.67B$19.61B14.3x
Q1 2019$282.81B$261.19B$21.63B$20.32B13.1x
Q2 2019$276.32B$255.00B$21.32B$20.02B13.0x
Q3 2019$278.99B$257.63B$21.35B$20.06B13.1x
Q4 2019$294.00B$272.26B$21.75B$20.45B13.5x
Q1 2020$370.78B$344.51B$26.27B$20.99B14.1x
Q2 2020$400.48B$369.67B$30.82B$22.25B13.0x
Q3 2020$419.36B$388.02B$31.33B$22.70B13.4x
Q4 2020$549.01B$492.95B$56.06B$30.65B9.8x
Q1 2021$563.46B$507.86B$55.59B$34.84B10.1x

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies All 67 filings for RSSD 1026632, as reported. Assets / equity is n/a where equity capital is not positive. Methodology

This page cannot show the bank inside this holding company; see methodology. For FDIC-insured banks on their own terms, use /banks.