Schwab Charles (SCHW-PD) Tax Provisions (2009 - 2026)
Schwab Charles (SCHW-PD) recorded quarterly Tax Provisions of $709.0 million in Q1 2026, down 1.66% quarter-over-quarter from $721.0 million in Q4 2025, and up 29.85% on a YoY basis from $546.0 million in Q1 2025.
Schwab Charles (SCHW-PD) Tax Provisions (2009 - 2026) Analysis & Trends
Schwab Charles' Tax Provisions history runs 18 years deep, the most recent figure standing at $709.0 million for Q1 2026.
- In Q1 2026, Tax Provisions rose 29.85% year-over-year to $709.0 million; the TTM figure through Mar 2026 stood at $2.8 billion (up 48.92% YoY), while the FY2025 annual figure was $2.6 billion, up 48.97% from the prior year.
- Tax Provisions was $709.0 million for Q1 2026 at Schwab Charles, down from $721.0 million in the prior quarter.
- In the past five years, Tax Provisions ranged from a high of $721.0 million in Q4 2025 to a low of $149.0 million in Q4 2023.
- Historically, Tax Provisions has averaged $504.8 million across 5 years, with a median of $481.0 million in 2022.
- The sharpest annual moves came in 2023 and 2024: Tax Provisions slumped 76.35% in 2023, then jumped 212.08% in 2024.
- A 5-year view of Tax Provisions shows it stood at $630.0 million in 2022, then plunged by 76.35% to $149.0 million in 2023, then surged by 212.08% to $465.0 million in 2024, then surged by 55.05% to $721.0 million in 2025, then retreated by 1.66% to $709.0 million in 2026.
- The last three Tax Provisions figures came in at $709.0 million (Q1 2026), $721.0 million (Q4 2025), and $663.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 1.37 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 856.00 Mn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 709.00 Mn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 65.00 Mn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 117.00 Mn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 128.18 Mn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 69.76 Mn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | -6.26 Mn |
| 10 | Schwab Charles | - | - | - | 709.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 709.00 Mn |
| Dec 31, 2025 | 721.00 Mn |
| Sep 30, 2025 | 663.00 Mn |
| Jun 30, 2025 | 677.00 Mn |
| Mar 31, 2025 | 546.00 Mn |
| Dec 31, 2024 | 465.00 Mn |
| Sep 30, 2024 | 434.00 Mn |
| Jun 30, 2024 | 415.00 Mn |
| Mar 31, 2024 | 436.00 Mn |
| Dec 31, 2023 | 149.00 Mn |
| Sep 30, 2023 | 258.00 Mn |
| Jun 30, 2023 | 397.00 Mn |
| Mar 31, 2023 | 507.00 Mn |
| Dec 31, 2022 | 630.00 Mn |
| Sep 30, 2022 | 657.00 Mn |
| Jun 30, 2022 | 481.00 Mn |
| Mar 31, 2022 | 437.00 Mn |
| Dec 31, 2021 | 443.00 Mn |
| Sep 30, 2021 | 485.00 Mn |
| Jun 30, 2021 | 454.00 Mn |