Schwab Charles (SCHW-PJ) Retained Earnings (2010 - 2026)

Schwab Charles (SCHW-PJ) posted quarterly Retained Earnings of -$10.8 billion for Q1 2026, up 21.03% year-over-year from -$8.9 billion in Q1 2025, and down 124.41% on a QoQ basis from $44.1 billion in Q4 2025.

Schwab Charles (SCHW-PJ) Retained Earnings (2010 - 2026) Analysis & Trends

Schwab Charles (SCHW-PJ) has reported Retained Earnings for 17 consecutive years, with -$10.8 billion the latest figure, recorded in 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 came in at -$10.8 billion for Q1 2026 at Schwab Charles, 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.
  • The largest YoY upside for Retained Earnings was 2963.21% in 2022 against a maximum downside of 187.03% in 2022.
  • Year by year, Retained Earnings stood at -$22.6 billion in 2022, then jumped by 249.87% to $33.9 billion in 2023, then gained by 10.82% to $37.6 billion in 2024, then rose by 17.29% to $44.1 billion in 2025, then plunged by 124.41% to -$10.8 billion in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered -$10.8 billion, $44.1 billion, and $42.2 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -5.51 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 169.32 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -10.76 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -1.80 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 6.17 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.93 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -1.24 Bn
9 Iren 14.46 Bn 12.24 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