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Charles Schwab (Charles Schwab) Equity-to-Asset

: 0.08 (As of Dec. 2023)
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Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Charles Schwab's Total Stockholders Equity for the quarter that ended in Dec. 2023 was $40,958 Mil. Charles Schwab's Total Assets for the quarter that ended in Dec. 2023 was $493,178 Mil. Therefore, Charles Schwab's Equity to Asset Ratio for the quarter that ended in Dec. 2023 was 0.08.

The historical rank and industry rank for Charles Schwab's Equity-to-Asset or its related term are showing as below:

SCHW' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.07   Med: 0.08   Max: 0.1
Current: 0.08

During the past 13 years, the highest Equity to Asset Ratio of Charles Schwab was 0.10. The lowest was 0.07. And the median was 0.08.

SCHW's Equity-to-Asset is ranked worse than
89.08% of 806 companies
in the Capital Markets industry
Industry Median: 0.5 vs SCHW: 0.08

Charles Schwab Equity-to-Asset Historical Data

The historical data trend for Charles Schwab's Equity-to-Asset 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.

* Premium members only.

Charles Schwab Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Equity-to-Asset
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.07 0.10 0.08 0.07 0.08

Charles Schwab Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Equity-to-Asset 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 Premium Member Only Premium Member Only Premium Member Only 0.07 0.07 0.08 0.08 -

Competitive Comparison

For the Capital Markets subindustry, Charles Schwab's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Charles Schwab Equity-to-Asset Distribution

For the Capital Markets industry and Financial Services sector, Charles Schwab's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Charles Schwab's Equity-to-Asset falls into.



Charles Schwab Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Charles Schwab's Equity to Asset Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Equity to Asset (A: Dec. 2023 )=Total Stockholders Equity/Total Assets
=40958/493178
=0.08

Charles Schwab's Equity to Asset Ratio for the quarter that ended in Dec. 2023 is calculated as

Equity to Asset (Q: Dec. 2023 )=Total Stockholders Equity/Total Assets
=40958/493178
=0.08

* 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  (NYSE:SCHW) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Charles Schwab Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Charles Schwab's Equity-to-Asset provided by GuruFocus.com. Please click on the following links to see related term pages.


Charles Schwab (Charles Schwab) Business Description

Address
3000 Schwab Way, Westlake, TX, USA, 76262
Charles Schwab operates in brokerage, wealth management, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $7 trillion of client assets at the end of December 2022. Nearly all of its revenue is from the United States.
Executives
Carolyn Schwab-pomerantz director 3000 SCHWAB WAY, WESTLAKE TX 76262
Morgan Peter J. Iii officer: General Counsel 211 MAIN STREET, SAN FRANCISCO CA 94105
Peter B. Crawford officer: CFO 211 MAIN STREET, SAN FRANCISCO CA 94105
Charles R. Schwab director, officer: Co-Chairman PO BOX 2226, PALM BEACH FL 33480
Paula A Sneed director THREE LAKES DRIVE, NORTHFIELD IL 60093
Charles A. Ruffel director 3000 SCHWAB WAY, WESTLAKE TX 76262
Arun Sarin director C/O SAFEWAY INC., 5918 STONERIDGE MALL ROAD, PLEASANTON CA 94588
Joan Dea director 229 BRANNAN ST. #18G, SAN FRANCISCO CA 94107
Brian M Levitt director C/O DOMTAR CORPORATION, 234 KINGSLEY PARK DRIVE, FORT MILL SC 29715
Marianne Catherine Brown director 4094 TIMUQUANA ROAD, JACKSONVILLE FL 33210-8571
Richard A Wurster officer: President 3000 SCHWAB WAY, WESTLAKE TX 76262
Bernard J. Clark officer: MD, Head of Adivsor Services C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105
Gerri Martin-flickinger director C/O TABLEAU SOFTWARE, INC., 1621 N 34TH ST, SEATTLE WA 98103
Mark A Goldfarb director C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105
Stephen A Ellis director C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105

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