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