Schwab Charles (SCHW) Financial Services Fees (2009 - 2018)
Schwab Charles (SCHW) recorded Financial Services Fees of $809 million in Q3 2018, down 6.0% from $861 million a year earlier and down 0.6% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Financial Services Fees (2009 - 2018) Analysis & Trends
On a TTM basis, Schwab Charles' Financial Services Fees came in at $3.34 billion as of Sep 30, 2018, up 0.2% year-over-year; for FY2017, it was $3.39 billion, up 11.0% from FY2016.
- Annual Financial Services Fees has increased for seven straight years, with a five-year compound annual growth rate of 10.7% (FY2012 to FY2017).
- Across earlier years, Financial Services Fees came in at $3.06 billion in FY2016 (+15.3%), $2.65 billion in FY2015 (+4.6%), $2.53 billion in FY2014 (+9.4%) and $2.32 billion in FY2013 (+13.3%).
- The Q3 2018 figure is the lowest quarterly Financial Services Fees since Q4 2016.
- On a year-over-year basis, Financial Services Fees rose in six of the last eight quarters, with growth averaging 7.2%.
- Peak year-over-year performance for Financial Services Fees in the last five years was growth of 20.4% in Q3 2016, against a decline of 6.0% in Q3 2018 at the low end.
- Per Business Quant, the preceding three quarters came in at $814 million (Q2 2018), $851 million (Q1 2018) and $863 million (Q4 2017).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - |
| 10 | Schwab Charles | 167.23 Bn | 5.07 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2018 | 809.00 Mn |
| Jun 30, 2018 | 814.00 Mn |
| Mar 31, 2018 | 851.00 Mn |
| Dec 31, 2017 | 863.00 Mn |
| Sep 30, 2017 | 861.00 Mn |
| Jun 30, 2017 | 845.00 Mn |
| Mar 31, 2017 | 823.00 Mn |
| Dec 31, 2016 | 801.00 Mn |
| Sep 30, 2016 | 798.00 Mn |
| Jun 30, 2016 | 757.00 Mn |
| Mar 31, 2016 | 699.00 Mn |
| Dec 31, 2015 | 673.00 Mn |
| Sep 30, 2015 | 663.00 Mn |
| Jun 30, 2015 | 670.00 Mn |
| Mar 31, 2015 | 644.00 Mn |
| Dec 31, 2014 | 641.00 Mn |
| Sep 30, 2014 | 649.00 Mn |
| Jun 30, 2014 | 632.00 Mn |
| Mar 31, 2014 | 611.00 Mn |
| Dec 31, 2013 | 608.00 Mn |
API Access
Schwab Charles Financial Services Fees API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=financial-services-fees&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "financial-services-fees", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=financial-services-fees&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();