Schwab Charles (SCHW) Retained Earnings (2010 - 2026)
Schwab Charles (SCHW) posted quarterly Retained Earnings of $28.0 billion for Q1 2026, up 1.38% year-over-year from $27.7 billion in Q1 2025, and down 36.35% quarter-over-quarter from $44.1 billion in Q4 2025.
Schwab Charles (SCHW) Retained Earnings (2010 - 2026) Analysis & Trends
Schwab Charles' Retained Earnings history runs 17 years deep, the most recent figure standing at $28.0 billion for Q1 2026.
- In Q1 2026, Retained Earnings rose 1.38% year-over-year to $28.0 billion; the TTM figure through Mar 2026 stood at $28.0 billion (up 1.38% YoY), while the FY2025 annual figure was $44.1 billion, up 59.43% from the prior year.
- Retained Earnings for Q1 2026 stood at $28.0 billion, down from $44.1 billion in the prior quarter.
- The five-year high for Retained Earnings was $44.1 billion in Q4 2025, with the low at -$23.2 billion in Q3 2022.
- The 5-year median for Retained Earnings is $27.2 billion (2023), against an average of $11.8 billion.
- The sharpest annual moves came in 2022 and 2023: Retained Earnings sank 1357.97% in 2022, then surged 391.03% in 2023.
- Schwab Charles' Retained Earnings stood at $27.1 billion in 2022, then climbed by 0.94% to $27.3 billion in 2023, then gained by 1.13% to $27.6 billion in 2024, then jumped by 59.43% to $44.1 billion in 2025, then tumbled by 36.35% to $28.0 billion in 2026.
- Business Quant data shows SCHW's Retained Earnings at $28.0 billion in Q1 2026, $44.1 billion in Q4 2025, and -$11.8 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 122.77 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 174.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 48.04 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 10.73 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 3.87 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 6.52 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 4.93 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 4.69 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 3.34 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 639.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 48.04 Bn |
| Mar 31, 2026 | 28.05 Bn |
| Dec 31, 2025 | 44.07 Bn |
| Sep 30, 2025 | -11.80 Bn |
| Jun 30, 2025 | -12.59 Bn |
| Mar 31, 2025 | 27.66 Bn |
| Dec 31, 2024 | 27.64 Bn |
| Sep 30, 2024 | 36.30 Bn |
| Jun 30, 2024 | -16.94 Bn |
| Mar 31, 2024 | 34.70 Bn |
| Dec 31, 2023 | 27.33 Bn |
| Sep 30, 2023 | -20.75 Bn |
| Jun 30, 2023 | 27.22 Bn |
| Mar 31, 2023 | 32.14 Bn |
| Dec 31, 2022 | 27.08 Bn |
| Sep 30, 2022 | -23.15 Bn |
| Jun 30, 2022 | -16.02 Bn |
| Mar 31, 2022 | -11.05 Bn |
| Dec 31, 2021 | 26.74 Bn |
| Sep 30, 2021 | 24.88 Bn |