Schwab Charles (SCHW) Gains from Investment Securities (2012 - 2026)

Schwab Charles (SCHW) recorded quarterly Gains from Investment Securities of $229.0 million in Q1 2026, up 113.6% quarter-over-quarter from -$1.7 billion in Q4 2025, and up 163.22% on a YoY basis from $87.0 million in Q1 2025.

Schwab Charles (SCHW) Gains from Investment Securities (2012 - 2026) Analysis & Trends

Schwab Charles' Gains from Investment Securities history runs 15 years deep, the most recent figure standing at $229.0 million for Q1 2026.

  • In Q1 2026, Gains from Investment Securities rose 163.22% year-over-year to $229.0 million; the TTM figure through Mar 2026 stood at -$587.0 million (down 264.89% YoY), while the FY2025 annual figure was -$729.0 million, down 576.47% from the prior year.
  • Gains from Investment Securities was $229.0 million for Q1 2026 at Schwab Charles, up from -$1.7 billion in the prior quarter.
  • In the past five years, Gains from Investment Securities ranged from a high of $1.6 billion in Q3 2024 to a low of -$1.7 billion in Q4 2025.
  • Historically, Gains from Investment Securities has averaged -$13.2 million across 5 years, with a median of $28.0 million in 2023.
  • Biggest YoY gain for Gains from Investment Securities was 1083.97% in 2024; the steepest drop was 2088.68% in 2024.
  • A 5-year view of Gains from Investment Securities shows it stood at -$222.0 million in 2022, then surged by 76.13% to -$53.0 million in 2023, then plunged by 2088.68% to -$1.2 billion in 2024, then tumbled by 45.17% to -$1.7 billion in 2025, then soared by 113.6% to $229.0 million in 2026.
  • The last three Gains from Investment Securities figures came in at $229.0 million (Q1 2026), -$1.7 billion (Q4 2025), and $137.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 103,154.28 Bn 103,154.28 Bn -
2 Morgan Stanley 334.86 Bn 201.33 Bn -
3 Goldman Sachs 322.95 Bn -614.60 Bn -
4 Schwab Charles 158.90 Bn 113.93 Bn -
5 Robinhood Markets 83.76 Bn 79.11 Bn 960.00 Mn
6 Interactive Brokers 40.42 Bn 51.01 Bn -
7 LPL Financial Holdings 23.70 Bn 22.67 Bn -
8 Tradeweb Markets 21.55 Bn 20.30 Bn -
9 Iren 19.92 Bn 17.71 Bn 144.76 Mn
10 Circle Internet 18.99 Bn 17.48 Bn 35.01 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 229.00 Mn
Mar 31, 2026 229.00 Mn
Dec 31, 2025 -1.68 Bn
Dec 31, 2025 -1.68 Bn
Sep 30, 2025 137.00 Mn
Sep 30, 2025 137.00 Mn
Jun 30, 2025 731.00 Mn
Jun 30, 2025 731.00 Mn
Mar 31, 2025 87.00 Mn
Mar 31, 2025 87.00 Mn
Dec 31, 2024 -1.16 Bn
Dec 31, 2024 -1.16 Bn
Sep 30, 2024 1.55 Bn
Sep 30, 2024 1.55 Bn
Jun 30, 2024 -122.00 Mn
Jun 30, 2024 -122.00 Mn
Mar 31, 2024 -116.00 Mn
Mar 31, 2024 -116.00 Mn
Dec 31, 2023 -53.00 Mn
Dec 31, 2023 -53.00 Mn