Schwab Charles SCHW
NYSE SCHW
$105.23 +0.62 (+0.59%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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