Schwab Charles (SCHW) Long-Term Investments (2009 - 2016)
Schwab Charles (SCHW) posted Long-Term Investments of $29.8 billion for Q4 2016, up 3.88% on a QoQ basis from $28.6 billion in Q3 2016, and up 16431.67% year-over-year from N/an in Q1 2016.
Analysis
Schwab Charles (SCHW) Long-Term Investments (2009 - 2016) Analysis & Trends
Schwab Charles has reported Long-Term Investments for 8 years, with the latest figure at $29.8 billion in Q4 2016.
- On a quarterly basis, Long-Term Investments rose 16431.67% year-over-year to $29.8 billion in Q4 2016; TTM through Dec 2016 was $29.8 billion, a 16431.67% increase from a year earlier, with the FY2016 full-year figure at $29.8 billion, up 16431.67% from the prior year.
- Long-Term Investments was $29.8 billion for Q4 2016 at Schwab Charles, up from $28.6 billion in the prior quarter.
- The five-year high for Long-Term Investments was $29.8 billion in Q4 2016, with the low at $59.0 million in Q4 2012.
- Average Long-Term Investments over 5 years is $20.6 billion, with a median of $25.1 billion recorded in 2014.
- The sharpest annual moves came in 2015 and 2016: Long-Term Investments fell 5.48% in 2015, then jumped 16431.67% in 2016.
- Over 5 years, Long-Term Investments stood at $59.0 million in 2012, then changed by 0.0% to $59.0 million in 2013, then grew by 22.03% to $72.0 million in 2014, then surged by 150.0% to $180.0 million in 2015, then surged by 16431.67% to $29.8 billion in 2016.
- The last three Long-Term Investments figures came in at $29.8 billion (Q4 2016), $28.6 billion (Q3 2016), and $28.6 billion (Q2 2016), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 405.01 Bn | -183.49 Bn | 30.39 Bn | 24.30 Bn |
| 2 | Morgan Stanley | 318.33 Bn | 158.20 Bn | - | - |
| 3 | Royal Bank Of Canada | 284.62 Bn | 57.78 Bn | - | - |
| 4 | Goldman Sachs | 274.43 Bn | -701.92 Bn | - | 255.63 Bn |
| 5 | Mitsubishi Ufj Financial | 274.26 Bn | -110.06 Bn | 10.89 Bn | - |
| 6 | Wells Fargo & Company | 260.84 Bn | 59.01 Bn | - | - |
| 7 | American Express | 210.32 Bn | 161.00 Bn | 17.99 Bn | - |
| 8 | Banco Santander | 210.20 Bn | 217.82 Bn | 28.01 Bn | 8.98 Bn |
| 9 | Toronto Dominion Bank | 206.68 Bn | 45.35 Bn | - | 96.89 Bn |
| 10 | Schwab Charles | 181.98 Bn | 108.39 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2016 | 29.76 Bn |
| Sep 30, 2016 | 28.65 Bn |
| Jun 30, 2016 | 28.58 Bn |
| Mar 31, 2016 | 26.28 Bn |
| Dec 31, 2015 | 180.00 Mn |
| Sep 30, 2015 | 25.82 Bn |
| Jun 30, 2015 | 24.12 Bn |
| Mar 31, 2015 | 24.11 Bn |
| Dec 31, 2014 | 72.00 Mn |
| Sep 30, 2014 | 25.01 Bn |
| Jun 30, 2014 | 25.26 Bn |
| Mar 31, 2014 | 25.51 Bn |
| Dec 31, 2013 | 59.00 Mn |
| Sep 30, 2013 | 25.61 Bn |
| Jun 30, 2013 | 25.36 Bn |
| Mar 31, 2013 | 24.74 Bn |
| Dec 31, 2012 | 59.00 Mn |
| Sep 30, 2012 | 25.55 Bn |
| Jun 30, 2012 | 24.98 Bn |
| Mar 31, 2012 | 23.04 Bn |