Schwab Charles (SCHW-PD) Enterprise Value (2009 - 2026)

Schwab Charles (SCHW-PD) recorded quarterly Enterprise Value of -$45.0 billion in Q1 2026, up 2.29% quarter-over-quarter from -$46.0 billion in Q4 2025, and down 28.47% on a YoY basis from -$62.9 billion in Q1 2025.

Schwab Charles (SCHW-PD) Enterprise Value (2009 - 2026) Analysis & Trends

Schwab Charles' Enterprise Value history runs 18 years deep, the most recent figure standing at -$45.0 billion for Q1 2026.

  • In Q1 2026, Enterprise Value fell 28.47% year-over-year to -$45.0 billion; the TTM figure through Mar 2026 stood at -$45.0 billion (down 28.47% YoY), while the FY2025 annual figure was -$46.0 billion, down 9.38% from the prior year.
  • Enterprise Value was -$45.0 billion for Q1 2026 at Schwab Charles, up from -$46.0 billion in the prior quarter.
  • In the past five years, Enterprise Value ranged from a high of -$25.4 billion in Q2 2024 to a low of -$91.1 billion in Q1 2022.
  • Historically, Enterprise Value has averaged -$43.4 billion across 5 years, with a median of -$42.1 billion in 2024.
  • The sharpest annual moves came in 2022 and 2024: Enterprise Value plunged 112.78% in 2022, then surged 46.8% in 2024.
  • A 5-year view of Enterprise Value shows it stood at -$40.2 billion in 2022, then decreased by 7.82% to -$43.3 billion in 2023, then grew by 2.89% to -$42.1 billion in 2024, then dropped by 9.38% to -$46.0 billion in 2025, then gained 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 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -268,003.51
2 Morgan Stanley 349.82 Bn 216.29 Bn - -133.53 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - -937.55 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - -44.98 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn -4.64 Bn
6 Interactive Brokers 42.79 Bn 53.38 Bn - 10.59 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - -1.02 Bn
8 Tradeweb Markets 21.20 Bn 19.96 Bn - -1.25 Bn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn -2.21 Bn
10 Schwab Charles - - - -44.98 Bn

Historic Data

Download Data
DateValue
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