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
DateValue
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