Schwab Charles SCHW
NYSE SCHW
$90.58 -0.88 (-0.96%)
At close: Oct 23, 2026 · 4:00 PM EDT

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

Updated

Schwab Charles (SCHW) reported Long-Term Investments of $324 million for Q4 2016, up 80.0% from $180 million a year earlier.

Analysis

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

Dating back to Q4 2009, Schwab Charles' Long-Term Investments record includes 8 quarters.

  • Long-Term Investments has increased for three consecutive years, with a five-year compound annual growth rate of 41.6% (FY2011 to FY2016).
  • By year, Long-Term Investments came in at $180 million in FY2015 (+150.0%), $72 million in FY2014 (+22.0%), $59 million in FY2013 (unchanged) and $59 million in FY2012 (+3.5%).
  • The Q4 2016 figure ranks as the highest quarterly Long-Term Investments in data going back to Q4 2009.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Jpmorgan Chase 881.30 Bn 881.30 Bn - -
2 Bank Of America 354.90 Bn -2,021.17 Bn - 24.30 Bn
3 Hsbc Holdings 311.39 Bn -1,517.77 Bn - -
4 Morgan Stanley 282.15 Bn -226.95 Bn - -
5 Royal Bank Of Canada 281.68 Bn -548.32 Bn - -
6 Goldman Sachs 255.22 Bn -3,301.89 Bn - 255.63 Bn
7 Mitsubishi Ufj Financial 249.82 Bn -82.42 Bn 10.89 Bn -
8 Wells Fargo & Company 249.49 Bn 251.62 Bn - -
9 Toronto Dominion Bank 210.53 Bn -465.35 Bn - 4.03 Bn
10 Schwab Charles 156.64 Bn -5.51 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Dec 31, 2016 324.00 Mn
Dec 31, 2015 180.00 Mn
Dec 31, 2014 72.00 Mn
Dec 31, 2013 59.00 Mn
Dec 31, 2012 59.00 Mn
Dec 31, 2011 57.00 Mn
Dec 31, 2010 56.00 Mn
Dec 31, 2009 59.00 Mn
API Access

Schwab Charles Long-Term Investments API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=long-term-investments&ticker=SCHW&period=max&api_key=YOUR_API_KEY