Schwab Charles (SCHW-PJ) Long-Term Investments (2009 - 2016)

Schwab Charles (SCHW-PJ) recorded quarterly Long-Term Investments of $324.0 million in Q4 2016, up 80.0% quarter-over-quarter from $180.0 million in Q4 2015, and up 80.0% on a YoY basis from $180.0 million in Q1 2016.

Schwab Charles (SCHW-PJ) Long-Term Investments (2009 - 2016) Analysis & Trends

Schwab Charles' Long-Term Investments history runs 8 years deep, the most recent figure standing at $324.0 million for 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 was $324.0 million for Q4 2016 at Schwab Charles, up from $180.0 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $4.5 billion in Q1 2012 to a low of $59.0 million in Q4 2012.
  • Historically, Long-Term Investments has averaged $1.7 billion across 5 years, with a median of $324.0 million in 2016.
  • The sharpest annual moves came in 2013 and 2015: Long-Term Investments retreated 2.94% in 2013, then soared 150.0% in 2015.
  • A 5-year view of Long-Term Investments shows it stood at $59.0 million in 2012, then changed by 0.0% to $59.0 million in 2013, then climbed 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.
  • The last three Long-Term Investments figures came in at $324.0 million (Q4 2016), $180.0 million (Q4 2015), and $72.0 million (Q4 2014), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - 356,421.89
2 Morgan Stanley 349.82 Bn 216.29 Bn - -
3 Goldman Sachs 333.85 Bn -603.70 Bn - 25.73 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - -
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn -
6 Interactive Brokers 42.79 Bn 53.38 Bn - -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - -
8 Tradeweb Markets 21.20 Bn 19.96 Bn - 296.16 Mn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn 192.00 Mn
10 Schwab Charles - - - -

Historic Data

Download Data
DateValue
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