Schwab Charles (SCHW) Principal Transactions (2014 - 2018)
Schwab Charles (SCHW) posted quarterly Principal Transactions of $176.0 million for Q3 2018, up 16.56% year-over-year from $151.0 million in Q3 2017, and down 2.22% quarter-over-quarter from $180.0 million in Q2 2018.
Schwab Charles (SCHW) Principal Transactions (2014 - 2018) Analysis & Trends
Schwab Charles' Principal Transactions history runs 5 years deep, the most recent figure standing at $176.0 million for Q3 2018.
- In Q3 2018, Principal Transactions rose 16.56% year-over-year to $176.0 million; the TTM figure through Sep 2018 stood at $711.0 million (up 1.28% YoY), while the FY2017 annual figure was $654.0 million, down 20.73% from the prior year.
- Principal Transactions for Q3 2018 stood at $176.0 million, down from $180.0 million in the prior quarter.
- The five-year high for Principal Transactions was $239.0 million in Q4 2014, with the low at $151.0 million in Q3 2017.
- The 5-year median for Principal Transactions is $201.5 million (2016), against an average of $197.9 million.
- The sharpest annual moves came in 2017 and 2018: Principal Transactions slipped 23.76% in 2017, then rose 16.56% in 2018.
- Schwab Charles' Principal Transactions stood at $239.0 million in 2014, then decreased by 12.97% to $208.0 million in 2015, then retreated by 2.88% to $202.0 million in 2016, then retreated by 23.76% to $154.0 million in 2017, then increased by 14.29% to $176.0 million in 2018.
- Business Quant data shows SCHW's Principal Transactions at $176.0 million in Q3 2018, $180.0 million in Q2 2018, and $201.0 million in Q1 2018.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 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 | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2018 | 176.00 Mn |
| Jun 30, 2018 | 180.00 Mn |
| Mar 31, 2018 | 201.00 Mn |
| Dec 31, 2017 | 154.00 Mn |
| Sep 30, 2017 | 151.00 Mn |
| Jun 30, 2017 | 157.00 Mn |
| Mar 31, 2017 | 192.00 Mn |
| Dec 31, 2016 | 202.00 Mn |
| Sep 30, 2016 | 190.00 Mn |
| Jun 30, 2016 | 201.00 Mn |
| Mar 31, 2016 | 232.00 Mn |
| Dec 31, 2015 | 208.00 Mn |
| Sep 30, 2015 | 228.00 Mn |
| Jun 30, 2015 | 203.00 Mn |
| Mar 31, 2015 | 227.00 Mn |
| Dec 31, 2014 | 239.00 Mn |
| Sep 30, 2014 | 209.00 Mn |
| Jun 30, 2014 | 212.00 Mn |