Schwab Charles (SCHW) Retained Earnings (2010 - 2026)
Schwab Charles (SCHW) posted quarterly Retained Earnings of -$10.8 billion for Q1 2026, up 21.03% year-over-year from -$8.9 billion in Q1 2025, and down 124.41% on a QoQ basis from $44.1 billion in Q4 2025.
Schwab Charles (SCHW) Retained Earnings (2010 - 2026) Analysis & Trends
Schwab Charles (SCHW) has reported Retained Earnings for 17 consecutive years, with -$10.8 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Retained Earnings rose 21.03% year-over-year to -$10.8 billion; the TTM figure through Mar 2026 stood at -$10.8 billion (up 21.03% YoY), while the FY2025 annual figure was $44.1 billion, up 17.29% from the prior year.
- Retained Earnings came in at -$10.8 billion for Q1 2026 at Schwab Charles, 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 -$22.6 billion in Q4 2022.
- Average Retained Earnings over 5 years is $7.3 billion, with a median of -$10.8 billion recorded in 2026.
- The largest YoY upside for Retained Earnings was 2963.21% in 2022 against a maximum downside of 187.03% in 2022.
- Year by year, Retained Earnings stood at -$22.6 billion in 2022, then jumped by 249.87% to $33.9 billion in 2023, then gained by 10.82% to $37.6 billion in 2024, then rose by 17.29% to $44.1 billion in 2025, then plunged by 124.41% to -$10.8 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered -$10.8 billion, $44.1 billion, and $42.2 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | -5.51 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 169.32 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | -10.76 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 3.34 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | -1.80 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 6.17 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.93 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | -1.24 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | -39.40 Mn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | -23.20 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -10.76 Bn |
| Dec 31, 2025 | 44.07 Bn |
| Sep 30, 2025 | 42.17 Bn |
| Jun 30, 2025 | -12.59 Bn |
| Mar 31, 2025 | -13.62 Bn |
| Dec 31, 2024 | 37.57 Bn |
| Sep 30, 2024 | -14.62 Bn |
| Jun 30, 2024 | -16.94 Bn |
| Mar 31, 2024 | 34.70 Bn |
| Dec 31, 2023 | 33.90 Bn |
| Sep 30, 2023 | -20.75 Bn |
| Jun 30, 2023 | -20.73 Bn |
| Mar 31, 2023 | -20.69 Bn |
| Dec 31, 2022 | -22.62 Bn |
| Sep 30, 2022 | 29.65 Bn |
| Jun 30, 2022 | 28.17 Bn |
| Mar 31, 2022 | 26.90 Bn |
| Dec 31, 2021 | 25.99 Bn |
| Sep 30, 2021 | 24.88 Bn |
| Jun 30, 2021 | 2.41 Bn |