Charles Schwab (FRA:SWG) Gross Loan: €52,679 Mil (As of Mar. 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FRA:SWG Charles Schwab Corp FRA:SWG
74 GF Score
Price €89.44
GF Value €92.67
Valuation Fairly Valued
! 2 Warning Signs
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What is Charles Schwab Gross Loan?

Charles Schwab FRA:SWG +0.04% 74 Gross Loan is €52,679 Mil as of Mar. 2026. GuruFocus rates FRA:SWG with a GF Score™ of 74/100 and a GF Value™ of €92.67 (Fairly Valued). The stock has 2 warning signs investors should review.

Charles Schwab's Gross Loan for the quarter that ended in Mar. 2026 was €52,679 Mil.

Charles Schwab's quarterly Gross Loan increased from Sep. 2025 (€45,660 Mil) to Dec. 2025 (€49,524 Mil) and increased from Dec. 2025 (€49,524 Mil) to Mar. 2026 (€52,679 Mil).

Charles Schwab's annual Gross Loan increased from Dec. 2023 (€37,117 Mil) to Dec. 2024 (€43,200 Mil) and increased from Dec. 2024 (€43,200 Mil) to Dec. 2025 (€49,524 Mil).

Charles Schwab Gross Loan Related Terms

Charles Schwab Gross Loan Historical Data

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The historical data trend for Charles Schwab's Gross Loan can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Charles Schwab Gross Loan Chart

Charles Schwab Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Gross Loan
Get a 7-Day Free Trial Premium Member Only Premium Member Only 30,668.79 38,305.63 37,117.41 43,200.38 49,524.31

Charles Schwab Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Gross Loan Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 43,720.21 45,660.38 49,524.31 52,678.50 58,156.00
FRA:SWG
74GF Score
Charles Schwab Corp FRA:SWG
Gross Loan is just one metric. See GF Score™, valuation, warning signs, and more.
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Charles Schwab Gross Loan Calculation

Gross Loan represents the sum of all loans (commercial, consumer, mortgage, etc.) as well as leases before any provisions for loan losses or unearned discounts.

Frequently Asked Questions Learn more about Gross Loan →
What does a Gross Loan of €52,679 Mil mean?
Charles Schwab (FRA:SWG) has a Gross Loan of €52,679 Mil as of Mar. 2026. Gross Loan is the sum of all loans as well as leases before any provisions for loan losses or unearned discounts. View historical data on Charles Schwab and its competitors.
Is Charles Schwab's Gross Loan too high?
Charles Schwab's current Gross Loan is €52,679 Mil. Overall, Charles Schwab has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Charles Schwab's Gross Loan compare to HOOD and GS?
Charles Schwab's Gross Loan of €52,679 Mil can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Gross Loan for a Capital Markets company?
A good Gross Loan depends on the Capital Markets industry context. However, Gross Loan should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Gross Loan mean?
A high Gross Loan can signal that a stock is expensive relative to its fundamentals. Gross Loan is the sum of all loans as well as leases before any provisions for loan losses or unearned discounts. View historical data on Charles Schwab and its competitors. Charles Schwab's current Gross Loan is €52,679 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charles Schwab stock overvalued right now?
Based on GuruFocus' analysis, Charles Schwab (FRA:SWG) is currently considered Fairly Valued. The stock's GF Value™ is €92.67, compared to a current price of €89.44 — trading 3.5% below its estimated fair value. The current Gross Loan is €52,679 Mil. Charles Schwab's overall GF Score™ is 74/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Loan calculated?
Gross Loan is calculated from a company's financial statements. For Charles Schwab (FRA:SWG), the current Gross Loan is €52,679 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Charles Schwab (FRA:SWG) Overvalued in 2026?

Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued. The current stock price of €89.44 is trading 3.5% below its estimated GF Value™ of €92.67. GuruFocus considers Charles Schwab to be Fairly Valued.

Key valuation signals for FRA:SWG:

  • Gross Loan: €52,679 Mil
  • GF Value™: €92.67 vs. price of €89.44 (3.5% below fair value)
  • GF Score™: 74/100 with 2 warning signs

No single metric tells the full story. See the FRA:SWG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Charles Schwab Business Description

Address 3000 Schwab Way, Westlake, TX, USA, 76262
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
74GF Score

Get the complete analysis for FRA:SWG

Gross Loan is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€89.44
Price
€92.67
GF Value