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| Date | Value |
|---|---|
| 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 |