Schwab Charles (SCHW-PJ) Principal Transactions (2014 - 2018)

Schwab Charles (SCHW-PJ) recorded quarterly Principal Transactions of $176.0 million in Q3 2018, down 2.22% quarter-over-quarter from $180.0 million in Q2 2018, and up 16.56% on a YoY basis from $151.0 million in Q3 2017.

Schwab Charles (SCHW-PJ) Principal Transactions (2014 - 2018) Analysis & Trends

Schwab Charles' Principal Transactions history runs 5 years deep, the most recent figure standing at $176.0 million for Q3 2018.

  • In Q3 2018, Principal Transactions rose 16.56% year-over-year to $176.0 million; the TTM figure through Sep 2018 stood at $711.0 million (up 1.28% YoY), while the FY2017 annual figure was $654.0 million, down 20.73% from the prior year.
  • Principal Transactions was $176.0 million for Q3 2018 at Schwab Charles, down from $180.0 million in the prior quarter.
  • In the past five years, Principal Transactions ranged from a high of $239.0 million in Q4 2014 to a low of $151.0 million in Q3 2017.
  • Historically, Principal Transactions has averaged $197.9 million across 5 years, with a median of $201.5 million in 2016.
  • The sharpest annual moves came in 2017 and 2018: Principal Transactions dropped 23.76% in 2017, then gained 16.56% in 2018.
  • A 5-year view of Principal Transactions shows it stood at $239.0 million in 2014, then slipped by 12.97% to $208.0 million in 2015, then decreased by 2.88% to $202.0 million in 2016, then decreased by 23.76% to $154.0 million in 2017, then rose by 14.29% to $176.0 million in 2018.
  • The last three Principal Transactions figures came in at $176.0 million (Q3 2018), $180.0 million (Q2 2018), and $201.0 million (Q1 2018), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn -
2 Morgan Stanley 349.82 Bn 216.29 Bn -
3 Goldman Sachs 333.85 Bn -603.70 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 -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn
10 Schwab Charles - - -

Historic Data

Download Data
DateValue
Sep 30, 2018 176.00 Mn
Jun 30, 2018 180.00 Mn
Mar 31, 2018 201.00 Mn
Dec 31, 2017 154.00 Mn
Sep 30, 2017 151.00 Mn
Jun 30, 2017 157.00 Mn
Mar 31, 2017 192.00 Mn
Dec 31, 2016 202.00 Mn
Sep 30, 2016 190.00 Mn
Jun 30, 2016 201.00 Mn
Mar 31, 2016 232.00 Mn
Dec 31, 2015 208.00 Mn
Sep 30, 2015 228.00 Mn
Jun 30, 2015 203.00 Mn
Mar 31, 2015 227.00 Mn
Dec 31, 2014 239.00 Mn
Sep 30, 2014 209.00 Mn
Jun 30, 2014 212.00 Mn