Schwab Charles (SCHW-PJ) Gains from Investment Securities (2012 - 2026)
Schwab Charles' quarterly Gains from Investment Securities came in at $229.0 million in Q1 2026, up 163.22% year-on-year from $87.0 million in Q1 2025, and up 113.6% quarter-over-quarter from -$1.7 billion in Q4 2025.
Schwab Charles has reported Gains from Investment Securities for 15 years, with the latest figure at $229.0 million in Q1 2026.
- For the quarter ending Q1 2026, Gains from Investment Securities rose 163.22% year-over-year to $229.0 million; the trailing twelve-month figure through Mar 2026 stood at -$587.0 million (down 264.89% YoY), and the FY2025 full-year result was -$729.0 million, down 576.47% from the prior year.
- Gains from Investment Securities for Q1 2026 stood at $229.0 million, up from -$1.7 billion in the prior quarter.
- The five-year high for Gains from Investment Securities was $1.6 billion in Q3 2024, with the low at -$1.7 billion in Q4 2025.
- Average Gains from Investment Securities over 5 years is -$13.2 million, with a median of $28.0 million recorded in 2023.
- Peak annual rise in Gains from Investment Securities reached 1083.97% in 2024, while the deepest fall reached 2088.68% in 2024.
- Tracing SCHW-PJ's Gains from Investment Securities over 5 years: stood at -$222.0 million in 2022, then soared by 76.13% to -$53.0 million in 2023, then tumbled by 2088.68% to -$1.2 billion in 2024, then slumped by 45.17% to -$1.7 billion in 2025, then jumped by 113.6% to $229.0 million in 2026.
- The last three Gains from Investment Securities figures came in at $229.0 million (Q1 2026), -$1.7 billion (Q4 2025), and $137.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - |
| 10 | Schwab Charles | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 229.00 Mn |
| Mar 31, 2026 | 229.00 Mn |
| Dec 31, 2025 | -1.68 Bn |
| Dec 31, 2025 | -1.68 Bn |
| Sep 30, 2025 | 137.00 Mn |
| Sep 30, 2025 | 137.00 Mn |
| Jun 30, 2025 | 731.00 Mn |
| Jun 30, 2025 | 731.00 Mn |
| Mar 31, 2025 | 87.00 Mn |
| Mar 31, 2025 | 87.00 Mn |
| Dec 31, 2024 | -1.16 Bn |
| Dec 31, 2024 | -1.16 Bn |
| Sep 30, 2024 | 1.55 Bn |
| Sep 30, 2024 | 1.55 Bn |
| Jun 30, 2024 | -122.00 Mn |
| Jun 30, 2024 | -122.00 Mn |
| Mar 31, 2024 | -116.00 Mn |
| Mar 31, 2024 | -116.00 Mn |
| Dec 31, 2023 | -53.00 Mn |
| Dec 31, 2023 | -53.00 Mn |
| Sep 30, 2023 | 131.00 Mn |
| Sep 30, 2023 | 131.00 Mn |
| Jun 30, 2023 | 28.00 Mn |
| Jun 30, 2023 | 28.00 Mn |
| Mar 31, 2023 | 12.00 Mn |
| Mar 31, 2023 | 12.00 Mn |
| Dec 31, 2022 | -222.00 Mn |
| Dec 31, 2022 | -222.00 Mn |
| Sep 30, 2022 | 221.00 Mn |
| Sep 30, 2022 | 221.00 Mn |
| Jun 30, 2022 | -29.00 Mn |
| Jun 30, 2022 | -29.00 Mn |
| Mar 31, 2022 | 34.00 Mn |
| Mar 31, 2022 | 34.00 Mn |
| Dec 31, 2021 | -19.00 Mn |
| Dec 31, 2021 | -19.00 Mn |
| Sep 30, 2021 | 80.00 Mn |
| Sep 30, 2021 | 80.00 Mn |
| Jun 30, 2021 | -80.00 Mn |
| Jun 30, 2021 | -80.00 Mn |
| Mar 31, 2021 | 108.00 Mn |
| Mar 31, 2021 | 108.00 Mn |
| Dec 31, 2020 | -349.00 Mn |
| Dec 31, 2020 | -349.00 Mn |
| Sep 30, 2020 | -58.00 Mn |
| Sep 30, 2020 | -58.00 Mn |
| Jun 30, 2020 | -6.00 Mn |
| Jun 30, 2020 | -6.00 Mn |
| Mar 31, 2020 | 64.00 Mn |
| Mar 31, 2020 | 64.00 Mn |
| Dec 31, 2019 | 127.00 Mn |
| Dec 31, 2019 | 127.00 Mn |
| Sep 30, 2019 | -192.00 Mn |
| Sep 30, 2019 | -192.00 Mn |
| Jun 30, 2019 | 98.00 Mn |
| Jun 30, 2019 | 98.00 Mn |
| Mar 31, 2019 | -33.00 Mn |
| Mar 31, 2019 | -33.00 Mn |
| Dec 31, 2018 | 204.00 Mn |
| Dec 31, 2018 | 204.00 Mn |
| Sep 30, 2018 | -159.00 Mn |
| Sep 30, 2018 | -159.00 Mn |
| Jun 30, 2018 | 87.00 Mn |
| Jun 30, 2018 | 87.00 Mn |
| Mar 31, 2018 | -36.00 Mn |
| Mar 31, 2018 | -36.00 Mn |
| Dec 31, 2017 | 94.00 Mn |
| Dec 31, 2017 | 94.00 Mn |
| Sep 30, 2017 | -16.00 Mn |
| Sep 30, 2017 | -16.00 Mn |
| Jun 30, 2017 | -25.00 Mn |
| Jun 30, 2017 | -25.00 Mn |
| Mar 31, 2017 | 6.00 Mn |
| Mar 31, 2017 | 6.00 Mn |
| Dec 31, 2016 | 14.00 Mn |
| Dec 31, 2016 | 14.00 Mn |
| Sep 30, 2016 | 11.00 Mn |
| Sep 30, 2016 | 11.00 Mn |
| Jun 30, 2016 | 24.00 Mn |
| Jun 30, 2016 | 24.00 Mn |
| Mar 31, 2016 | -10.00 Mn |
| Mar 31, 2016 | -10.00 Mn |
| Dec 31, 2015 | -14.00 Mn |
| Dec 31, 2015 | -14.00 Mn |
| Sep 30, 2015 | 21.00 Mn |
| Sep 30, 2015 | 21.00 Mn |
| Jun 30, 2015 | -5.00 Mn |
| Jun 30, 2015 | -5.00 Mn |
| Mar 31, 2015 | 2.00 Mn |
| Mar 31, 2015 | 2.00 Mn |
| Dec 31, 2014 | 3.00 Mn |
| Dec 31, 2014 | 3.00 Mn |
| Sep 30, 2014 | 15.00 Mn |
| Sep 30, 2014 | 15.00 Mn |
| Jun 30, 2014 | -15.00 Mn |
| Jun 30, 2014 | -15.00 Mn |
| Mar 31, 2014 | 8.00 Mn |
| Mar 31, 2014 | 8.00 Mn |
| Dec 31, 2013 | 22.00 Mn |
| Dec 31, 2013 | 22.00 Mn |
| Sep 30, 2013 | -21.00 Mn |
| Sep 30, 2013 | -21.00 Mn |
| Jun 30, 2013 | 5.00 Mn |
| Jun 30, 2013 | 5.00 Mn |
| Mar 31, 2013 | -7.00 Mn |
| Mar 31, 2013 | -7.00 Mn |
| Dec 31, 2012 | -22.00 Mn |
| Dec 31, 2012 | -22.00 Mn |
| Sep 30, 2012 | -3.00 Mn |
| Sep 30, 2012 | -3.00 Mn |