Schwab Charles (SCHW-PJ) Retained Earnings (2010 - 2026)
Schwab Charles (SCHW-PJ) recorded quarterly Retained Earnings of -$10.8 billion in Q1 2026, down 124.41% quarter-over-quarter from $44.1 billion in Q4 2025, and up 21.03% on a YoY basis from -$8.9 billion in Q1 2025.
Schwab Charles (SCHW-PJ) Retained Earnings (2010 - 2026) Analysis & Trends
Schwab Charles' Retained Earnings history runs 17 years deep, the most recent figure standing at -$10.8 billion for Q1 2026.
- In Q1 2026, Retained Earnings rose 21.03% year-over-year to -$10.8 billion; the TTM figure through Mar 2026 stood at -$10.8 billion (up 21.03% YoY), while the FY2025 annual figure was $44.1 billion, up 17.29% from the prior year.
- Retained Earnings was -$10.8 billion for Q1 2026 at Schwab Charles, down from $44.1 billion in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $44.1 billion in Q4 2025 to a low of -$22.6 billion in Q4 2022.
- Historically, Retained Earnings has averaged $7.3 billion across 5 years, with a median of -$10.8 billion in 2026.
- Biggest YoY gain for Retained Earnings was 2963.21% in 2022; the steepest drop was 187.03% in 2022.
- A 5-year view of Retained Earnings shows it stood at -$22.6 billion in 2022, then jumped by 249.87% to $33.9 billion in 2023, then grew by 10.82% to $37.6 billion in 2024, then climbed by 17.29% to $44.1 billion in 2025, then tumbled 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 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | -103.29 Mn |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | -5.51 Bn |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 169.32 Bn |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | -10.76 Bn |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | -1.80 Bn |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 3.60 Bn |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 6.17 Bn |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 7.93 Mn |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | -39.40 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 |