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