Schwab Charles (SCHW) Long-Term Investments (2009 - 2016)

Schwab Charles (SCHW) posted quarterly Long-Term Investments of $324.0 million for Q4 2016, up 80.0% year-over-year from $180.0 million in Q1 2016, and down 98.87% quarter-over-quarter from $28.6 billion in Q3 2016.

Schwab Charles (SCHW) Long-Term Investments (2009 - 2016) Analysis & Trends

Schwab Charles' Long-Term Investments history runs 8 years deep, the most recent figure standing at $324.0 million for Q4 2016.

  • In Q4 2016, Long-Term Investments rose 80.0% year-over-year to $324.0 million; the TTM figure through Dec 2016 stood at $324.0 million (up 80.0% YoY), while the FY2016 annual figure was $324.0 million, up 80.0% from the prior year.
  • Long-Term Investments for Q4 2016 stood at $324.0 million, down from $28.6 billion in the prior quarter.
  • The five-year high for Long-Term Investments was $28.6 billion in Q3 2016, with the low at $59.0 million in Q4 2012.
  • The 5-year median for Long-Term Investments is $8.5 billion (2012), against an average of $11.8 billion.
  • The sharpest annual moves came in 2015 and 2016: Long-Term Investments plunged 96.66% in 2015, then jumped 2500.7% in 2016.
  • Schwab Charles' Long-Term Investments stood at $59.0 million in 2012, then changed by 0.0% to $59.0 million in 2013, then advanced by 22.03% to $72.0 million in 2014, then soared by 150.0% to $180.0 million in 2015, then soared by 80.0% to $324.0 million in 2016.
  • Business Quant data shows SCHW's Long-Term Investments at $324.0 million in Q4 2016, $28.6 billion in Q3 2016, and $3.2 billion in Q2 2016.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - 255.63 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 79.10 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 192.00 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 31,902.00
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 - 291.59 Mn

Historic Data

Download Data
DateValue
Dec 31, 2016 324.00 Mn
Sep 30, 2016 28.65 Bn
Jun 30, 2016 3.23 Bn
Mar 31, 2016 22.18 Bn
Dec 31, 2015 180.00 Mn
Sep 30, 2015 25.82 Bn
Jun 30, 2015 923.00 Mn
Mar 31, 2015 853.00 Mn
Dec 31, 2014 72.00 Mn
Sep 30, 2014 16.45 Bn
Jun 30, 2014 25.26 Bn
Mar 31, 2014 25.51 Bn
Dec 31, 2013 59.00 Mn
Sep 30, 2013 13.14 Bn
Jun 30, 2013 25.36 Bn
Mar 31, 2013 9.90 Bn
Dec 31, 2012 59.00 Mn
Sep 30, 2012 6.68 Bn
Jun 30, 2012 24.98 Bn
Mar 31, 2012 7.16 Bn