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
DateValue
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