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 338.83 Bn 205.30 Bn - 122.77 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 174.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 28.05 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 3.34 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 10.73 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -1.73 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -35.74 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 3.60 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 6.52 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 4.93 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 2.41 Bn