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| 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 |