Schwab Charles SCHW
NYSE SCHW
$107.28 -0.05 (-0.05%)
At close: Sep 11, 2026 · 4:00 PM EDT

Schwab Charles (SCHW) Investment Gain (Loss) (2009 - 2026)

Schwab Charles (SCHW) posted Investment Gain (Loss) of -$25.0 million for Q2 2026, down 2600.0% on a QoQ basis from $1.0 million in Q1 2026, and up 16.67% year-over-year from -$21.4 million in Q2 2025.

Analysis

Schwab Charles (SCHW) Investment Gain (Loss) (2009 - 2026) Analysis & Trends

Schwab Charles has reported Investment Gain (Loss) for 17 years, with the latest figure at -$25.0 million in Q2 2026.

  • On a quarterly basis, Investment Gain (Loss) rose 16.67% year-over-year to -$25.0 million in Q2 2026; TTM through Jun 2026 was -$32.0 million, a 36.0% increase from a year earlier, with the FY2025 full-year figure at -$79.0 million, down 97.5% from the prior year.
  • Investment Gain (Loss) was -$25.0 million for Q2 2026 at Schwab Charles, down from $1.0 million in the prior quarter.
  • The five-year high for Investment Gain (Loss) was $115.0 million in Q1 2022, with the low at -$30.0 million in Q2 2025.
  • Average Investment Gain (Loss) over 5 years is $687500.0, with a median of -$10.0 million recorded in 2024.
  • The sharpest annual moves came in 2022 and 2023: Investment Gain (Loss) surged 700.0% in 2022, then sank 250.0% in 2023.
  • Over 5 years, Investment Gain (Loss) stood at $1.0 million in 2022, then sank by 2500.0% to -$24.0 million in 2023, then surged by 58.33% to -$10.0 million in 2024, then soared by 120.0% to $2.0 million in 2025, then sank by 1350.0% to -$25.0 million in 2026.
  • The last three Investment Gain (Loss) figures came in at -$25.0 million (Q2 2026), $1.0 million (Q1 2026), and $2.0 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Bank Of America 439.96 Bn -148.54 Bn 30.39 Bn 2.14 Bn
2 Morgan Stanley 336.99 Bn 176.86 Bn - -6.18 Bn
3 Goldman Sachs 299.92 Bn -676.43 Bn - 3.40 Bn
4 Royal Bank Of Canada 288.24 Bn 61.39 Bn - -
5 Mitsubishi Ufj Financial 283.40 Bn -100.92 Bn 10.89 Bn 12.08 Bn
6 Wells Fargo & Company 273.32 Bn 71.49 Bn - 2.24 Bn
7 Banco Santander 219.61 Bn 227.22 Bn 28.01 Bn -
8 American Express 219.16 Bn 169.84 Bn 17.99 Bn -
9 Toronto Dominion Bank 204.38 Bn 43.05 Bn - -8.61 Mn
10 Schwab Charles 185.52 Bn 111.93 Bn - -25.00 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 -25.00 Mn
Mar 31, 2026 1.00 Mn
Dec 31, 2025 2.00 Mn
Sep 30, 2025 -10.00 Mn
Jun 30, 2025 -30.00 Mn
Mar 31, 2025 -10.00 Mn
Sep 30, 2024 -10.00 Mn
Jun 30, 2024 -10.00 Mn
Mar 31, 2024 -10.00 Mn
Sep 30, 2023 -24.00 Mn
Jun 30, 2023 -11.00 Mn
Mar 31, 2023 -9.00 Mn
Dec 31, 2022 1.00 Mn
Sep 30, 2022 16.00 Mn
Jun 30, 2022 25.00 Mn
Mar 31, 2022 115.00 Mn
Dec 31, 2021 1.00 Mn
Sep 30, 2021 2.00 Mn
Jun 30, 2021 17.00 Mn
Mar 31, 2021 20.00 Mn