Schwab Charles (SCHW-PD) Long-Term Investments (2009 - 2016)
Schwab Charles (SCHW-PD) posted quarterly Long-Term Investments of $324.0 million for Q4 2016, up 80.0% year-over-year from $180.0 million in Q1 2016, and up 80.0% on a QoQ basis from $180.0 million in Q4 2015.
Schwab Charles (SCHW-PD) Long-Term Investments (2009 - 2016) Analysis & Trends
Schwab Charles (SCHW-PD) has reported Long-Term Investments for 8 consecutive years, with $324.0 million the latest figure, recorded in 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 came in at $324.0 million for Q4 2016 at Schwab Charles, up from $180.0 million in the prior quarter.
- The five-year high for Long-Term Investments was $4.5 billion in Q1 2012, with the low at $59.0 million in Q4 2012.
- Average Long-Term Investments over 5 years is $1.7 billion, with a median of $324.0 million recorded in 2016.
- Across the five-year window, Long-Term Investments dropped 2.94% in 2013 and soared 150.0% in 2015, its largest moves.
- Year by year, Long-Term Investments stood at $59.0 million in 2012, then changed by 0.0% to $59.0 million in 2013, then rose 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.
- According to Business Quant data, Long-Term Investments over the past three periods registered $324.0 million, $180.0 million, and $72.0 million for Q4 2016, Q4 2015, and Q4 2014 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 78.39 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 | - | 296.16 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 100.10 Mn |
| 9 | Iren | 14.46 Bn | 12.24 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 |