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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |