Schwab Charles (SCHW-PD) Enterprise Value (2009 - 2026)
Schwab Charles' quarterly Enterprise Value came in at -$45.0 billion in Q1 2026, down 28.47% year-on-year from -$62.9 billion in Q1 2025, and up 2.29% quarter-over-quarter from -$46.0 billion in Q4 2025.
Schwab Charles has reported Enterprise Value for 18 years, with the latest figure at -$45.0 billion in Q1 2026.
- For the quarter ending Q1 2026, Enterprise Value fell 28.47% year-over-year to -$45.0 billion; the trailing twelve-month figure through Mar 2026 stood at -$45.0 billion (down 28.47% YoY), and the FY2025 full-year result was -$46.0 billion, down 9.38% from the prior year.
- Enterprise Value for Q1 2026 stood at -$45.0 billion, up from -$46.0 billion in the prior quarter.
- The five-year high for Enterprise Value was -$25.4 billion in Q2 2024, with the low at -$91.1 billion in Q1 2022.
- Average Enterprise Value over 5 years is -$43.4 billion, with a median of -$42.1 billion recorded in 2024.
- Year-over-year, Enterprise Value plunged 112.78% in 2022 and jumped 46.8% in 2024.
- Tracing SCHW-PD's Enterprise Value over 5 years: stood at -$40.2 billion in 2022, then slipped by 7.82% to -$43.3 billion in 2023, then increased by 2.89% to -$42.1 billion in 2024, then declined by 9.38% to -$46.0 billion in 2025, then advanced by 2.29% to -$45.0 billion in 2026.
- The last three Enterprise Value figures came in at -$45.0 billion (Q1 2026), -$46.0 billion (Q4 2025), and -$30.6 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | -133.53 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | -937.55 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | -44.98 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | -4.64 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 10.59 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | -1.52 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | -1.02 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | -2.21 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | -1.25 Bn |
| 10 | Schwab Charles | - | - | - | -44.98 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -44.98 Bn |
| Dec 31, 2025 | -46.03 Bn |
| Sep 30, 2025 | -30.57 Bn |
| Jun 30, 2025 | -32.20 Bn |
| Mar 31, 2025 | -35.01 Bn |
| Dec 31, 2024 | -42.08 Bn |
| Sep 30, 2024 | -34.85 Bn |
| Jun 30, 2024 | -25.35 Bn |
| Mar 31, 2024 | -31.75 Bn |
| Dec 31, 2023 | -43.34 Bn |
| Sep 30, 2023 | -33.25 Bn |
| Jun 30, 2023 | -47.65 Bn |
| Mar 31, 2023 | -49.16 Bn |
| Dec 31, 2022 | -40.20 Bn |
| Sep 30, 2022 | -46.49 Bn |
| Jun 30, 2022 | -64.55 Bn |
| Mar 31, 2022 | -91.13 Bn |
| Dec 31, 2021 | -62.98 Bn |
| Sep 30, 2021 | -34.32 Bn |
| Jun 30, 2021 | -30.34 Bn |
| Mar 31, 2021 | -48.18 Bn |
| Dec 31, 2020 | -40.35 Bn |
| Sep 30, 2020 | -27.47 Bn |
| Jun 30, 2020 | -33.57 Bn |
| Mar 31, 2020 | -68.46 Bn |
| Dec 31, 2019 | -29.35 Bn |
| Sep 30, 2019 | -20.25 Bn |
| Jun 30, 2019 | -24.20 Bn |
| Mar 31, 2019 | -32.56 Bn |
| Dec 31, 2018 | -27.94 Bn |
| Sep 30, 2018 | -21.83 Bn |
| Jun 30, 2018 | -13.25 Bn |
| Mar 31, 2018 | -14.15 Bn |
| Dec 31, 2017 | -14.22 Bn |
| Sep 30, 2017 | -12.25 Bn |
| Jun 30, 2017 | -9.58 Bn |
| Mar 31, 2017 | -9.48 Bn |
| Dec 31, 2016 | -1.19 Bn |
| Sep 30, 2016 | -10.43 Bn |
| Jun 30, 2016 | -12.98 Bn |
| Mar 31, 2016 | -10.46 Bn |
| Dec 31, 2015 | -1.01 Bn |
| Sep 30, 2015 | -10.37 Bn |
| Jun 30, 2015 | -9.02 Bn |
| Mar 31, 2015 | -9.01 Bn |
| Dec 31, 2014 | -25.66 Bn |
| Sep 30, 2014 | -8.59 Bn |
| Jun 30, 2014 | -6.83 Bn |
| Mar 31, 2014 | -60.08 Bn |
| Dec 31, 2013 | -20.53 Bn |
| Sep 30, 2013 | -59.15 Bn |
| Jun 30, 2013 | -6.23 Bn |
| Mar 31, 2013 | -55.26 Bn |
| Dec 31, 2012 | -24.26 Bn |
| Sep 30, 2012 | -50.47 Bn |
| Jun 30, 2012 | -47.89 Bn |
| Mar 31, 2012 | -38.31 Bn |
| Dec 31, 2011 | -42.63 Bn |
| Sep 30, 2011 | -29.55 Bn |
| Jun 30, 2011 | -29.06 Bn |
| Dec 31, 2010 | -28.90 Bn |
| Sep 30, 2010 | -5.44 Bn |
| Jun 30, 2010 | -5.71 Bn |
| Dec 31, 2009 | -15.25 Bn |