Schwab Charles (SCHW-PD) Gains from Investment Securities (2012 - 2026)

Schwab Charles (SCHW-PD) posted quarterly Gains from Investment Securities of $229.0 million for Q1 2026, up 163.22% year-over-year from $87.0 million in Q1 2025, and up 113.6% on a QoQ basis from -$1.7 billion in Q4 2025.

Schwab Charles (SCHW-PD) Gains from Investment Securities (2012 - 2026) Analysis & Trends

Schwab Charles (SCHW-PD) has reported Gains from Investment Securities for 15 consecutive years, with $229.0 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Gains from Investment Securities rose 163.22% year-over-year to $229.0 million; the TTM figure through Mar 2026 stood at -$587.0 million (down 264.89% YoY), while the FY2025 annual figure was -$729.0 million, down 576.47% from the prior year.
  • Gains from Investment Securities came in at $229.0 million for Q1 2026 at Schwab Charles, up from -$1.7 billion in the prior quarter.
  • The five-year high for Gains from Investment Securities was $1.6 billion in Q3 2024, with the low at -$1.7 billion in Q4 2025.
  • Average Gains from Investment Securities over 5 years is -$13.2 million, with a median of $28.0 million recorded in 2023.
  • The largest YoY upside for Gains from Investment Securities was 1083.97% in 2024 against a maximum downside of 2088.68% in 2024.
  • Year by year, Gains from Investment Securities stood at -$222.0 million in 2022, then surged by 76.13% to -$53.0 million in 2023, then sank by 2088.68% to -$1.2 billion in 2024, then plunged by 45.17% to -$1.7 billion in 2025, then soared by 113.6% to $229.0 million in 2026.
  • According to Business Quant data, Gains from Investment Securities over the past three periods registered $229.0 million, -$1.7 billion, and $137.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Schwab Charles - - -

Historic Data

Download Data
DateValue
Mar 31, 2026 229.00 Mn
Mar 31, 2026 229.00 Mn
Dec 31, 2025 -1.68 Bn
Dec 31, 2025 -1.68 Bn
Sep 30, 2025 137.00 Mn
Sep 30, 2025 137.00 Mn
Jun 30, 2025 731.00 Mn
Jun 30, 2025 731.00 Mn
Mar 31, 2025 87.00 Mn
Mar 31, 2025 87.00 Mn
Dec 31, 2024 -1.16 Bn
Dec 31, 2024 -1.16 Bn
Sep 30, 2024 1.55 Bn
Sep 30, 2024 1.55 Bn
Jun 30, 2024 -122.00 Mn
Jun 30, 2024 -122.00 Mn
Mar 31, 2024 -116.00 Mn
Mar 31, 2024 -116.00 Mn
Dec 31, 2023 -53.00 Mn
Dec 31, 2023 -53.00 Mn