Schwab Charles (SCHW-PJ) Retained Earnings (2010 - 2026)
Schwab Charles' quarterly Retained Earnings came in at -$10.8 billion in Q1 2026, up 21.03% year-on-year from -$8.9 billion in Q1 2025, and down 124.41% quarter-over-quarter from $44.1 billion in Q4 2025.
Schwab Charles has reported Retained Earnings for 17 years, with the latest figure at -$10.8 billion in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings rose 21.03% year-over-year to -$10.8 billion; the trailing twelve-month figure through Mar 2026 stood at -$10.8 billion (up 21.03% YoY), and the FY2025 full-year result was $44.1 billion, up 17.29% from the prior year.
- Retained Earnings for Q1 2026 stood at -$10.8 billion, down from $44.1 billion in the prior quarter.
- The five-year high for Retained Earnings was $44.1 billion in Q4 2025, with the low at -$22.6 billion in Q4 2022.
- Average Retained Earnings over 5 years is $7.3 billion, with a median of -$10.8 billion recorded in 2026.
- Peak annual rise in Retained Earnings reached 2963.21% in 2022, while the deepest fall reached 187.03% in 2022.
- Tracing SCHW-PJ's Retained Earnings over 5 years: stood at -$22.6 billion in 2022, then surged by 249.87% to $33.9 billion in 2023, then increased by 10.82% to $37.6 billion in 2024, then grew by 17.29% to $44.1 billion in 2025, then slumped by 124.41% to -$10.8 billion in 2026.
- The last three Retained Earnings figures came in at -$10.8 billion (Q1 2026), $44.1 billion (Q4 2025), and $42.2 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | -5.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 169.32 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | -10.76 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | -1.80 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 3.60 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | -1.24 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 6.17 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | -39.40 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.93 Mn |
| 10 | Schwab Charles | - | - | - | -10.76 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -10.76 Bn |
| Dec 31, 2025 | 44.07 Bn |
| Sep 30, 2025 | 42.17 Bn |
| Jun 30, 2025 | -12.59 Bn |
| Mar 31, 2025 | -13.62 Bn |
| Dec 31, 2024 | 37.57 Bn |
| Sep 30, 2024 | -14.62 Bn |
| Jun 30, 2024 | -16.94 Bn |
| Mar 31, 2024 | 34.70 Bn |
| Dec 31, 2023 | 33.90 Bn |
| Sep 30, 2023 | -20.75 Bn |
| Jun 30, 2023 | -20.73 Bn |
| Mar 31, 2023 | -20.69 Bn |
| Dec 31, 2022 | -22.62 Bn |
| Sep 30, 2022 | 29.65 Bn |
| Jun 30, 2022 | 28.17 Bn |
| Mar 31, 2022 | 26.90 Bn |
| Dec 31, 2021 | 25.99 Bn |
| Sep 30, 2021 | 24.88 Bn |
| Jun 30, 2021 | 2.41 Bn |
| Mar 31, 2021 | 878.00 Mn |
| Dec 31, 2020 | 5.39 Bn |
| Sep 30, 2020 | 5.69 Bn |
| Jun 30, 2020 | 5.61 Bn |
| Mar 31, 2020 | 4.00 Bn |
| Dec 31, 2019 | 88.00 Mn |
| Sep 30, 2019 | 144.00 Mn |
| Jun 30, 2019 | 99.00 Mn |
| Mar 31, 2019 | -71.00 Mn |
| Dec 31, 2018 | -252.00 Mn |
| Sep 30, 2018 | -304.00 Mn |
| Jun 30, 2018 | -278.00 Mn |
| Mar 31, 2018 | -260.00 Mn |
| Dec 31, 2017 | -152.00 Mn |
| Sep 30, 2017 | -106.00 Mn |
| Jun 30, 2017 | -112.00 Mn |
| Mar 31, 2017 | -132.00 Mn |
| Dec 31, 2016 | -163.00 Mn |
| Sep 30, 2016 | 31.00 Mn |
| Jun 30, 2016 | -17.00 Mn |
| Mar 31, 2016 | -120.00 Mn |
| Dec 31, 2015 | -134.00 Mn |
| Sep 30, 2015 | 19.00 Mn |
| Jun 30, 2015 | 174.00 Mn |
| Mar 31, 2015 | 231.00 Mn |
| Dec 31, 2014 | 165.00 Mn |
| Sep 30, 2014 | 163.00 Mn |
| Jun 30, 2014 | 186.00 Mn |
| Mar 31, 2014 | 108.00 Mn |
| Dec 31, 2013 | 9.00 Mn |
| Sep 30, 2013 | 46.00 Mn |
| Jun 30, 2013 | 3.00 Mn |
| Mar 31, 2013 | 300.00 Mn |
| Dec 31, 2012 | 298.00 Mn |
| Sep 30, 2012 | 312.00 Mn |
| Jun 30, 2012 | 156.00 Mn |
| Dec 31, 2011 | 8.00 Mn |
| Dec 31, 2010 | 16.00 Mn |