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 | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 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 | - | 291.59 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 103.80 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 79.10 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 9.82 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |