Schwab Charles (SCHW-PJ) Tax Provisions (2009 - 2026)
Schwab Charles' quarterly Tax Provisions came in at $709.0 million in Q1 2026, up 29.85% year-on-year from $546.0 million in Q1 2025, and down 1.66% quarter-over-quarter from $721.0 million in Q4 2025.
Schwab Charles has reported Tax Provisions for 18 years, with the latest figure at $709.0 million in Q1 2026.
- For the quarter ending Q1 2026, Tax Provisions rose 29.85% year-over-year to $709.0 million; the trailing twelve-month figure through Mar 2026 stood at $2.8 billion (up 48.92% YoY), and the FY2025 full-year result was $2.6 billion, up 48.97% from the prior year.
- Tax Provisions for Q1 2026 stood at $709.0 million, down from $721.0 million in the prior quarter.
- The five-year high for Tax Provisions was $721.0 million in Q4 2025, with the low at $149.0 million in Q4 2023.
- Average Tax Provisions over 5 years is $504.8 million, with a median of $481.0 million recorded in 2022.
- Year-over-year, Tax Provisions slumped 76.35% in 2023 and soared 212.08% in 2024.
- Tracing SCHW-PJ's Tax Provisions over 5 years: stood at $630.0 million in 2022, then tumbled by 76.35% to $149.0 million in 2023, then soared by 212.08% to $465.0 million in 2024, then soared by 55.05% to $721.0 million in 2025, then decreased by 1.66% to $709.0 million in 2026.
- The last three Tax Provisions figures came in at $709.0 million (Q1 2026), $721.0 million (Q4 2025), and $663.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 1.37 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 856.00 Mn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 709.00 Mn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 65.00 Mn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 117.00 Mn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 1.40 Mn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 128.18 Mn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | -6.26 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 69.76 Mn |
| 10 | Schwab Charles | - | - | - | 709.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 709.00 Mn |
| Dec 31, 2025 | 721.00 Mn |
| Sep 30, 2025 | 663.00 Mn |
| Jun 30, 2025 | 677.00 Mn |
| Mar 31, 2025 | 546.00 Mn |
| Dec 31, 2024 | 465.00 Mn |
| Sep 30, 2024 | 434.00 Mn |
| Jun 30, 2024 | 415.00 Mn |
| Mar 31, 2024 | 436.00 Mn |
| Dec 31, 2023 | 149.00 Mn |
| Sep 30, 2023 | 258.00 Mn |
| Jun 30, 2023 | 397.00 Mn |
| Mar 31, 2023 | 507.00 Mn |
| Dec 31, 2022 | 630.00 Mn |
| Sep 30, 2022 | 657.00 Mn |
| Jun 30, 2022 | 481.00 Mn |
| Mar 31, 2022 | 437.00 Mn |
| Dec 31, 2021 | 443.00 Mn |
| Sep 30, 2021 | 485.00 Mn |
| Jun 30, 2021 | 454.00 Mn |
| Mar 31, 2021 | 476.00 Mn |
| Dec 31, 2020 | 341.00 Mn |
| Sep 30, 2020 | 191.00 Mn |
| Jun 30, 2020 | 217.00 Mn |
| Mar 31, 2020 | 252.00 Mn |
| Dec 31, 2019 | 260.00 Mn |
| Sep 30, 2019 | 285.00 Mn |
| Jun 30, 2019 | 299.00 Mn |
| Mar 31, 2019 | 300.00 Mn |
| Dec 31, 2018 | 275.00 Mn |
| Sep 30, 2018 | 296.00 Mn |
| Jun 30, 2018 | 265.00 Mn |
| Mar 31, 2018 | 219.00 Mn |
| Dec 31, 2017 | 356.00 Mn |
| Sep 30, 2017 | 327.00 Mn |
| Jun 30, 2017 | 334.00 Mn |
| Mar 31, 2017 | 279.00 Mn |
| Dec 31, 2016 | 302.00 Mn |
| Sep 30, 2016 | 291.00 Mn |
| Jun 30, 2016 | 268.00 Mn |
| Mar 31, 2016 | 243.00 Mn |
| Dec 31, 2015 | 229.00 Mn |
| Sep 30, 2015 | 207.00 Mn |
| Jun 30, 2015 | 214.00 Mn |
| Mar 31, 2015 | 182.00 Mn |
| Dec 31, 2014 | 204.00 Mn |
| Sep 30, 2014 | 197.00 Mn |
| Jun 30, 2014 | 197.00 Mn |
| Mar 31, 2014 | 196.00 Mn |
| Dec 31, 2013 | 179.00 Mn |
| Sep 30, 2013 | 174.00 Mn |
| Jun 30, 2013 | 156.00 Mn |
| Mar 31, 2013 | 125.00 Mn |
| Dec 31, 2012 | 128.00 Mn |
| Sep 30, 2012 | 114.00 Mn |
| Jun 30, 2012 | 157.00 Mn |
| Mar 31, 2012 | 118.00 Mn |
| Dec 31, 2011 | 89.00 Mn |
| Sep 30, 2011 | 140.00 Mn |
| Jun 30, 2011 | 148.00 Mn |
| Mar 31, 2011 | 151.00 Mn |
| Dec 31, 2010 | 161.00 Mn |
| Sep 30, 2010 | 75.00 Mn |
| Jun 30, 2010 | 133.00 Mn |
| Mar 31, 2010 | 7.00 Mn |
| Dec 31, 2009 | 86.00 Mn |
| Sep 30, 2009 | 120.00 Mn |
| Jun 30, 2009 | 130.00 Mn |
| Mar 31, 2009 | 137.00 Mn |