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

Schwab Charles' quarterly Principal Transactions came in at $176.0 million in Q3 2018, up 16.56% year-on-year from $151.0 million in Q3 2017, and down 2.22% quarter-over-quarter from $180.0 million in Q2 2018.

Schwab Charles has reported Principal Transactions for 5 years, with the latest figure at $176.0 million in Q3 2018.

  • For the quarter ending Q3 2018, Principal Transactions rose 16.56% year-over-year to $176.0 million; the trailing twelve-month figure through Sep 2018 stood at $711.0 million (up 1.28% YoY), and the FY2017 full-year result was $654.0 million, down 20.73% from the prior year.
  • Principal Transactions for Q3 2018 stood at $176.0 million, down from $180.0 million in the prior quarter.
  • The five-year high for Principal Transactions was $239.0 million in Q4 2014, with the low at $151.0 million in Q3 2017.
  • Average Principal Transactions over 5 years is $197.9 million, with a median of $201.5 million recorded in 2016.
  • Year-over-year, Principal Transactions fell 23.76% in 2017 and climbed 16.56% in 2018.
  • Tracing SCHW-PJ's Principal Transactions over 5 years: stood at $239.0 million in 2014, then dropped by 12.97% to $208.0 million in 2015, then slipped by 2.88% to $202.0 million in 2016, then slipped by 23.76% to $154.0 million in 2017, then gained 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 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

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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