Schwab Charles (SCHW-PD) Principal Transactions (2014 - 2018)
Schwab Charles (SCHW-PD) posted quarterly Principal Transactions of $176.0 million for Q3 2018, up 16.56% year-over-year from $151.0 million in Q3 2017, and down 2.22% on a QoQ basis from $180.0 million in Q2 2018.
Schwab Charles (SCHW-PD) Principal Transactions (2014 - 2018) Analysis & Trends
Schwab Charles (SCHW-PD) has reported Principal Transactions for 5 consecutive years, with $176.0 million the latest figure, recorded in Q3 2018.
- In Q3 2018, Principal Transactions rose 16.56% year-over-year to $176.0 million; the TTM figure through Sep 2018 stood at $711.0 million (up 1.28% YoY), while the FY2017 annual figure was $654.0 million, down 20.73% from the prior year.
- Principal Transactions came in at $176.0 million for Q3 2018 at Schwab Charles, down from $180.0 million in the prior quarter.
- The five-year high for Principal Transactions was $239.0 million in Q4 2014, with the low at $151.0 million in Q3 2017.
- Average Principal Transactions over 5 years is $197.9 million, with a median of $201.5 million recorded in 2016.
- Across the five-year window, Principal Transactions retreated 23.76% in 2017 and grew 16.56% in 2018, its largest moves.
- Year by year, Principal Transactions stood at $239.0 million in 2014, then fell by 12.97% to $208.0 million in 2015, then declined by 2.88% to $202.0 million in 2016, then declined by 23.76% to $154.0 million in 2017, then climbed by 14.29% to $176.0 million in 2018.
- According to Business Quant data, Principal Transactions over the past three periods registered $176.0 million, $180.0 million, and $201.0 million for Q3 2018, Q2 2018, and Q1 2018 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 |
|---|---|
| Sep 30, 2018 | 176.00 Mn |
| Jun 30, 2018 | 180.00 Mn |
| Mar 31, 2018 | 201.00 Mn |
| Dec 31, 2017 | 154.00 Mn |
| Sep 30, 2017 | 151.00 Mn |
| Jun 30, 2017 | 157.00 Mn |
| Mar 31, 2017 | 192.00 Mn |
| Dec 31, 2016 | 202.00 Mn |
| Sep 30, 2016 | 190.00 Mn |
| Jun 30, 2016 | 201.00 Mn |
| Mar 31, 2016 | 232.00 Mn |
| Dec 31, 2015 | 208.00 Mn |
| Sep 30, 2015 | 228.00 Mn |
| Jun 30, 2015 | 203.00 Mn |
| Mar 31, 2015 | 227.00 Mn |
| Dec 31, 2014 | 239.00 Mn |
| Sep 30, 2014 | 209.00 Mn |
| Jun 30, 2014 | 212.00 Mn |