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| Date | Value |
|---|---|
| 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 |