Schwab Charles SCHW
NYSE SCHW
$113.65 +1.35 (+1.20%)
As of: Aug 24, 2026 · 3:59 PM EDT

Schwab Charles (SCHW) Investment Gain (Loss) (2011 - 2026)

Schwab Charles (SCHW) posted quarterly Investment Gain (Loss) of $1.0 million for Q1 2026, up 110.0% year-over-year from $476190.5 in Q1 2025, and up 103.45% quarter-over-quarter from -$29.0 million in Q4 2025.

Schwab Charles (SCHW) Investment Gain (Loss) (2011 - 2026) Analysis & Trends

Schwab Charles' Investment Gain (Loss) history runs 15 years deep, the most recent figure standing at $1.0 million for Q1 2026.

  • In Q1 2026, Investment Gain (Loss) rose 110.0% year-over-year to $1.0 million; the TTM figure through Mar 2026 stood at -$68.0 million (down 70.0% YoY), while the FY2025 annual figure was -$79.0 million, down 97.5% from the prior year.
  • Investment Gain (Loss) for Q1 2026 stood at $1.0 million, up from -$29.0 million in the prior quarter.
  • The five-year high for Investment Gain (Loss) was $115.0 million in Q1 2022, with the low at -$165.0 million in Q4 2022.
  • The 5-year median for Investment Gain (Loss) is -$10.0 million (2024), against an average of -$12.9 million.
  • Peak annual rise in Investment Gain (Loss) reached 475.0% in 2022, while the deepest fall reached 1550.0% in 2022.
  • Schwab Charles' Investment Gain (Loss) stood at -$165.0 million in 2022, then soared by 89.7% to -$17.0 million in 2023, then soared by 41.18% to -$10.0 million in 2024, then tumbled by 190.0% to -$29.0 million in 2025, then jumped by 103.45% to $1.0 million in 2026.
  • Business Quant data shows SCHW's Investment Gain (Loss) at $1.0 million in Q1 2026, -$29.0 million in Q4 2025, and -$10.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Morgan Stanley 333.21 Bn 173.07 Bn - -6.18 Bn
2 Goldman Sachs 311.14 Bn -665.21 Bn - 3.40 Bn
3 Schwab Charles 196.95 Bn 123.36 Bn - -25.00 Mn
4 Robinhood Markets 93.19 Bn 75.81 Bn 1.20 Bn -
5 Interactive Brokers 41.71 Bn -22.59 Bn - -
6 LPL Financial Holdings 29.06 Bn 26.36 Bn - -
7 Tradeweb Markets 23.03 Bn 20.97 Bn - -
8 Circle Internet 21.70 Bn 19.97 Bn 288.85 Mn -
9 Futu Holdings 16.14 Bn 214.18 Mn 733.58 Mn -
10 UP Fintech Holding 13.78 Bn 13.78 Bn - -

Historic Data

Download Data
DateValue
Jun 30, 2026 -25.00 Mn
Mar 31, 2026 1.00 Mn
Dec 31, 2025 -29.00 Mn
Sep 30, 2025 -10.00 Mn
Jun 30, 2025 -30.00 Mn
Mar 31, 2025 -10.00 Mn
Dec 31, 2024 -10.00 Mn
Sep 30, 2024 -10.00 Mn
Jun 30, 2024 -10.00 Mn
Mar 31, 2024 -10.00 Mn
Dec 31, 2023 -17.00 Mn
Sep 30, 2023 -24.00 Mn
Jun 30, 2023 -11.00 Mn
Mar 31, 2023 -9.00 Mn
Dec 31, 2022 -165.00 Mn
Sep 30, 2022 -16.00 Mn
Jun 30, 2022 25.00 Mn
Mar 31, 2022 115.00 Mn
Dec 31, 2021 -10.00 Mn
Sep 30, 2021 2.00 Mn