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

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

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

Schwab Charles (SCHW-PJ) has reported Principal Transactions for 5 consecutive years, with $176.0 million the latest figure, recorded in 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 came in at $176.0 million for Q3 2018 at Schwab Charles, 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.
  • Across the five-year window, Principal Transactions retreated 23.76% in 2017 and grew 16.56% in 2018, its largest moves.
  • Year by year, Principal Transactions stood at $239.0 million in 2014, then fell by 12.97% to $208.0 million in 2015, then declined by 2.88% to $202.0 million in 2016, then declined by 23.76% to $154.0 million in 2017, then climbed by 14.29% to $176.0 million in 2018.
  • According to Business Quant data, Principal Transactions over the past three periods registered $176.0 million, $180.0 million, and $201.0 million for Q3 2018, Q2 2018, and Q1 2018 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 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