Schwab Charles (SCHW-PJ) Long-Term Investments (2009 - 2016)
Schwab Charles' quarterly Long-Term Investments came in at $324.0 million in Q4 2016, up 80.0% year-on-year from $180.0 million in Q1 2016, and up 80.0% quarter-over-quarter from $180.0 million in Q4 2015.
Schwab Charles has reported Long-Term Investments for 8 years, with the latest figure at $324.0 million in Q4 2016.
- For the quarter ending Q4 2016, Long-Term Investments rose 80.0% year-over-year to $324.0 million; the trailing twelve-month figure through Dec 2016 stood at $324.0 million (up 80.0% YoY), and the FY2016 full-year result was $324.0 million, up 80.0% from the prior year.
- Long-Term Investments for Q4 2016 stood at $324.0 million, up from $180.0 million in the prior quarter.
- The five-year high for Long-Term Investments was $4.5 billion in Q1 2012, with the low at $59.0 million in Q4 2012.
- Average Long-Term Investments over 5 years is $1.7 billion, with a median of $324.0 million recorded in 2016.
- Year-over-year, Long-Term Investments slipped 2.94% in 2013 and surged 150.0% in 2015.
- Tracing SCHW-PJ's Long-Term Investments over 5 years: stood at $59.0 million in 2012, then changed by 0.0% to $59.0 million in 2013, then grew by 22.03% to $72.0 million in 2014, then surged by 150.0% to $180.0 million in 2015, then surged 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 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | - |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 25.73 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 | 100.10 Mn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 192.00 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 296.16 Mn |
| 10 | Schwab Charles | - | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |