Schwab Charles SCHW
NYSE SCHW
$113.65 +1.35 (+1.20%)
As of: Aug 24, 2026 · 3:59 PM EDT

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
DateValue
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