Schwab Charles (SCHW) Interest income - Investments (2022 - 2026)

Schwab Charles (SCHW) posted quarterly Interest income - Investments of $567.0 million for Q1 2026, down 8.84% year-over-year from $622.0 million in Q1 2025, and down 1.39% quarter-over-quarter from $575.0 million in Q4 2025.

Schwab Charles (SCHW) Interest income - Investments (2022 - 2026) Analysis & Trends

Schwab Charles' Interest income - Investments history runs 5 years deep, the most recent figure standing at $567.0 million for Q1 2026.

  • In Q1 2026, Interest income - Investments fell 8.84% year-over-year to $567.0 million; the TTM figure through Mar 2026 stood at $2.3 billion (down 9.23% YoY), while the FY2025 annual figure was $2.4 billion, down 9.48% from the prior year.
  • Interest income - Investments for Q1 2026 stood at $567.0 million, down from $575.0 million in the prior quarter.
  • The five-year high for Interest income - Investments was $746.0 million in Q1 2023, with the low at $339.0 million in Q2 2022.
  • The 5-year median for Interest income - Investments is $626.0 million (2022), against an average of $597.0 million.
  • The sharpest annual moves came in 2023 and 2025: Interest income - Investments surged 112.39% in 2023, then slipped 9.87% in 2025.
  • Schwab Charles' Interest income - Investments stood at $626.0 million in 2022, then climbed by 11.82% to $700.0 million in 2023, then fell by 8.86% to $638.0 million in 2024, then slipped by 9.87% to $575.0 million in 2025, then declined by 1.39% to $567.0 million in 2026.
  • Business Quant data shows SCHW's Interest income - Investments at $567.0 million in Q1 2026, $575.0 million in Q4 2025, and $587.0 million in Q3 2025.

Peer Comparison

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

Historic Data

Download Data
DateValue
Mar 31, 2026 567.00 Mn
Dec 31, 2025 575.00 Mn
Sep 30, 2025 587.00 Mn
Jun 30, 2025 602.00 Mn
Mar 31, 2025 622.00 Mn
Dec 31, 2024 638.00 Mn
Sep 30, 2024 650.00 Mn
Jun 30, 2024 658.00 Mn
Mar 31, 2024 690.00 Mn
Dec 31, 2023 700.00 Mn
Sep 30, 2023 706.00 Mn
Jun 30, 2023 720.00 Mn
Mar 31, 2023 746.00 Mn
Dec 31, 2022 626.00 Mn
Sep 30, 2022 345.00 Mn
Jun 30, 2022 339.00 Mn
Mar 31, 2022 378.00 Mn