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 🔒
DateValue
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