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Schwab Charles Corp  (SCHW)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial

Schwab Charles's Leverage Ratio

SCHW's quarterly Leverage Ratio and Total Liabilities, Equity growth


Despite a net increase in borrowings by 2.91%, Schwab Charles managed to enhance Leverage Ratio in the forth quarter 2023 to 18.73, surpassing the average for Schwab Charles's Leverage Ratio.

Within Investment Services industry in the forth quarter 2023, 39 other companies have achieved lower Leverage Ratio than Schwab Charles in the IV Quarter 2023. While Leverage Ratio total ranking has improved so far in the forth quarter 2023 to 1970, from total ranking in the third quarter 2023 at 2155 .

Explain Leverage Ratio?
Who are SCHW Customers?
What are SCHW´s Total Liabilities?


SCHW Leverage Ratio (Dec 31 2023)
IV. Quarter
(Sep 30 2023)
III. Quarter
(Jun 30 2023)
II. Quarter
(Mar 31 2023)
I. Quarter
(Dec 31 2022)
IV. Quarter
Y / Y Equity Change 11.88 % 2.01 % -16.55 % -24.43 % -34.93 %
Y / Y Total Liabilities Change -15.89 % -21.55 % 34.97 % 33.56 % 49.27 %
Leverage Ratio MRQ 18.73 19.73 21.55 23.25 24.91
SCHW's Total Ranking # 1970 # 2155 # 2166 # 1784 # 1561
Seq. Equity Change 8.4 % 1.71 % 2.2 % -0.71 % -1.17 %
Seq. Total Liabilities Change 2.91 % -6.87 % -5.3 % -7.33 % -4.01 %



Leverage Ratio forth quarter 2023 Company Ranking
Within: No.
Investment Services Industry # 40
Financial Sector # 372
Overall Market # 1970


Leverage Ratio Statistics
High Average Low
25.65 12.38 8.58
(Sep 30 2022)   (March 28, 2007)




Financial Statements
Schwab Charles's Equity $ 40,958 Millions Visit SCHW's Balance sheet
Schwab Charles's Total Liabilities $ 767,126 Millions Visit SCHW's Balance sheet
Source of SCHW's Sales Visit SCHW's Sales by Geography


Cumulative Schwab Charles's Leverage Ratio

SCHW's Leverage Ratio for the trailling 12 Months

SCHW Leverage Ratio

(Dec 31 2023)
IV. Quarter
(Sep 30 2023)
III. Quarter
(Jun 30 2023)
II. Quarter
(Mar 31 2023)
I. Quarter
(Dec 31 2022)
IV. Quarter
Y / Y Equity TTM Growth 11.88 % 2.01 % -16.55 % -24.43 % -34.93 %
Y / Y Total Liabilities TTM Growth -15.89 % -21.55 % 34.97 % 33.56 % 49.27 %
Leverage Ratio TTM 20.75 22.34 23.84 21.36 18.57
Total Ranking TTM # 2331 # 3866 # 4044 # 4177 # 4725
Seq. Equity TTM Growth 8.4 % 1.71 % 2.2 % -0.71 % -1.17 %
Seq. Total Liabilities TTM Growth 2.91 % -6.87 % -5.3 % -7.33 % -4.01 %


On the trailing twelve months basis Despite of the net new borrowings of 2.91% during the twelve months period ending in IV Quarter 2023 Schwab Charles has managed to decrease Leverage Ratio in the IV Quarter 2023 to 20.75, above the SCHW's average Leverage Ratio.
Leverage Ratio is the average cumulative value over the last four quarters.

Among companies in the Investment Services industry SCHW recorded the lowest Leverage Ratio. While Leverage Ratio total ranking has improved so far to 43, from total ranking in previous 12 month period at 3926.

Explain Leverage Ratio?
Who are SCHW Customers?
What are SCHW´s Total Liabilities?

TTM Leverage Ratio Company Ranking
Within: No.
Within the Investment Services Industry # 1
Financial Sector # 4
Within the Market # 1970


trailing twelve months Leverage Ratio Statistics
High Average Low
13.9 11.86 8.79
(Mar 31 2023)   (June 30, 2007)




Companies with similar Leverage Ratio in the quarter ending Dec 31 2023, within Investment Services Industry Leverage RatioDec 31 2023 MRQ Total LiabilitiesDec 31 2023 MRQ Equity
Stonex Group Inc   26.56 $ 39,390.200  Millions$ 1,482.800  Millions
The Goldman Sachs Group Inc   20.67 $ 2,416,542.000  Millions$ 116,905.000  Millions
Schwab Charles Corp  18.73 $ 767,126.000  Millions$ 40,958.000  Millions
Interactive Brokers Group inc   16.95 $ 238,481.000  Millions$ 14,067.000  Millions
Morgan Stanley  15.50 $ 1,549,916.000  Millions$ 99,982.000  Millions
Apollo Global Management Inc   14.11 $ 356,057.000  Millions$ 25,233.000  Millions
Cohen and Co Inc   13.62 $ 1,250.367  Millions$ 91.797  Millions
Virtu Financial inc   12.51 $ 17,580.038  Millions$ 1,405.356  Millions
Raymond James Financial Inc   11.82 $ 127,468.000  Millions$ 10,781.000  Millions
Freedom Holding Corp   11.14 $ 11,577.773  Millions$ 1,039.250  Millions
Lazard Inc   10.23 $ 4,934.969  Millions$ 482.187  Millions
Jefferies Financial Group Inc   6.20 $ 60,776.318  Millions$ 9,802.135  Millions
Lpl Financial Holdings Inc   5.40 $ 11,221.977  Millions$ 2,078.979  Millions
Ares Management Corporation  4.47 $ 20,020.508  Millions$ 4,474.313  Millions
Intercontinental Exchange Inc   4.11 $ 105,988.000  Millions$ 25,786.000  Millions
Robinhood Markets Inc   3.83 $ 25,636.000  Millions$ 6,696.000  Millions

Date modified: 2024-02-24T17:12:45+00:00



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