Schwab Charles (SCHW) Enterprise Value (2009 - 2026)

Schwab Charles (SCHW) posted quarterly Enterprise Value of -$84.8 billion for Q1 2026, down 15.44% year-over-year from -$100.2 billion in Q1 2025, and up 4.73% quarter-over-quarter from -$89.0 billion in Q4 2025.

Schwab Charles (SCHW) Enterprise Value (2009 - 2026) Analysis & Trends

Schwab Charles' Enterprise Value history runs 18 years deep, the most recent figure standing at -$84.8 billion for Q1 2026.

  • In Q1 2026, Enterprise Value fell 15.44% year-over-year to -$84.8 billion; the TTM figure through Mar 2026 stood at -$84.8 billion (down 15.44% YoY), while the FY2025 annual figure was -$89.0 billion, down 10.78% from the prior year.
  • Enterprise Value for Q1 2026 stood at -$84.8 billion, up from -$89.0 billion in the prior quarter.
  • The five-year high for Enterprise Value was -$47.1 billion in Q2 2024, with the low at -$145.6 billion in Q1 2022.
  • The 5-year median for Enterprise Value is -$78.3 billion (2025), against an average of -$80.8 billion.
  • The sharpest annual moves came in 2022 and 2023: Enterprise Value plunged 67.98% in 2022, then surged 44.91% in 2023.
  • Schwab Charles' Enterprise Value stood at -$83.2 billion in 2022, then rose by 9.62% to -$75.2 billion in 2023, then decreased by 6.83% to -$80.3 billion in 2024, then retreated by 10.78% to -$89.0 billion in 2025, then grew by 4.73% to -$84.8 billion in 2026.
  • Business Quant data shows SCHW's Enterprise Value at -$84.8 billion in Q1 2026, -$89.0 billion in Q4 2025, and -$78.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -160.14 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - -976.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -84.75 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -15.88 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -17.32 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -2.21 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -1.52 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - -42.82 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -2.70 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -1.35 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 -84.75 Bn
Dec 31, 2025 -88.96 Bn
Sep 30, 2025 -78.33 Bn
Jun 30, 2025 -77.76 Bn
Mar 31, 2025 -73.42 Bn
Dec 31, 2024 -80.30 Bn
Sep 30, 2024 -68.52 Bn
Jun 30, 2024 -47.09 Bn
Mar 31, 2024 -57.66 Bn
Dec 31, 2023 -75.17 Bn
Sep 30, 2023 -51.83 Bn
Jun 30, 2023 -72.73 Bn
Mar 31, 2023 -80.20 Bn
Dec 31, 2022 -83.18 Bn
Sep 30, 2022 -90.60 Bn
Jun 30, 2022 -118.02 Bn
Mar 31, 2022 -145.57 Bn
Dec 31, 2021 -116.92 Bn
Sep 30, 2021 -76.62 Bn
Jun 30, 2021 -70.26 Bn