Schwab Charles (SCHW-PD) Long-Term Investments (2009 - 2016)
Schwab Charles (SCHW-PD) recorded quarterly Long-Term Investments of $324.0 million in Q4 2016, up 80.0% quarter-over-quarter from $180.0 million in Q4 2015, and up 80.0% on a YoY basis from $180.0 million in Q1 2016.
Schwab Charles (SCHW-PD) Long-Term Investments (2009 - 2016) Analysis & Trends
Schwab Charles' Long-Term Investments history runs 8 years deep, the most recent figure standing at $324.0 million for Q4 2016.
- In Q4 2016, Long-Term Investments rose 80.0% year-over-year to $324.0 million; the TTM figure through Dec 2016 stood at $324.0 million (up 80.0% YoY), while the FY2016 annual figure was $324.0 million, up 80.0% from the prior year.
- Long-Term Investments was $324.0 million for Q4 2016 at Schwab Charles, up from $180.0 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $4.5 billion in Q1 2012 to a low of $59.0 million in Q4 2012.
- Historically, Long-Term Investments has averaged $1.7 billion across 5 years, with a median of $324.0 million in 2016.
- The sharpest annual moves came in 2013 and 2015: Long-Term Investments retreated 2.94% in 2013, then soared 150.0% in 2015.
- A 5-year view of Long-Term Investments shows it stood at $59.0 million in 2012, then changed by 0.0% to $59.0 million in 2013, then climbed by 22.03% to $72.0 million in 2014, then jumped by 150.0% to $180.0 million in 2015, then jumped by 80.0% to $324.0 million in 2016.
- The last three Long-Term Investments figures came in at $324.0 million (Q4 2016), $180.0 million (Q4 2015), and $72.0 million (Q4 2014), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | 356,421.89 |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | - |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 25.73 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | - |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | - |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | - |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | - |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 296.16 Mn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | 192.00 Mn |
| 10 | Schwab Charles | - | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2016 | 324.00 Mn |
| Dec 31, 2015 | 180.00 Mn |
| Dec 31, 2014 | 72.00 Mn |
| Dec 31, 2013 | 59.00 Mn |
| Mar 31, 2013 | 4.39 Bn |
| Dec 31, 2012 | 59.00 Mn |
| Sep 30, 2012 | 3.21 Bn |
| Jun 30, 2012 | 2.62 Bn |
| Mar 31, 2012 | 4.53 Bn |
| Dec 31, 2011 | 57.00 Mn |
| Sep 30, 2011 | 1.95 Bn |
| Jun 30, 2011 | 1.39 Bn |
| Dec 31, 2010 | 56.00 Mn |
| Dec 31, 2009 | 59.00 Mn |