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
Download Data| Date | Value |
|---|---|
| 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 |