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