Schwab Charles (SCHW) Tax Provisions (2009 - 2026)
Schwab Charles (SCHW) posted quarterly Tax Provisions of $709.0 million for Q1 2026, up 29.85% year-over-year from $546.0 million in Q1 2025, and down 1.66% quarter-over-quarter from $721.0 million in Q4 2025.
Schwab Charles (SCHW) Tax Provisions (2009 - 2026) Analysis & Trends
Schwab Charles' Tax Provisions history runs 18 years deep, the most recent figure standing at $709.0 million for Q1 2026.
- In Q1 2026, Tax Provisions rose 29.85% year-over-year to $709.0 million; the TTM figure through Mar 2026 stood at $2.8 billion (up 48.92% YoY), while the FY2025 annual figure was $2.6 billion, up 48.97% from the prior year.
- Tax Provisions for Q1 2026 stood at $709.0 million, down from $721.0 million in the prior quarter.
- The five-year high for Tax Provisions was $721.0 million in Q4 2025, with the low at $149.0 million in Q4 2023.
- The 5-year median for Tax Provisions is $481.0 million (2022), against an average of $504.8 million.
- The sharpest annual moves came in 2023 and 2024: Tax Provisions sank 76.35% in 2023, then soared 212.08% in 2024.
- Schwab Charles' Tax Provisions stood at $630.0 million in 2022, then tumbled by 76.35% to $149.0 million in 2023, then jumped by 212.08% to $465.0 million in 2024, then jumped by 55.05% to $721.0 million in 2025, then fell by 1.66% to $709.0 million in 2026.
- Business Quant data shows SCHW's Tax Provisions at $709.0 million in Q1 2026, $721.0 million in Q4 2025, and $663.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1.70 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 1.94 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 709.00 Mn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | -84.25 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 136.00 Mn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -6.26 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 136.24 Mn |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | 63.50 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 709.00 Mn |
| Dec 31, 2025 | 721.00 Mn |
| Sep 30, 2025 | 663.00 Mn |
| Jun 30, 2025 | 677.00 Mn |
| Mar 31, 2025 | 546.00 Mn |
| Dec 31, 2024 | 465.00 Mn |
| Sep 30, 2024 | 434.00 Mn |
| Jun 30, 2024 | 415.00 Mn |
| Mar 31, 2024 | 436.00 Mn |
| Dec 31, 2023 | 149.00 Mn |
| Sep 30, 2023 | 258.00 Mn |
| Jun 30, 2023 | 397.00 Mn |
| Mar 31, 2023 | 507.00 Mn |
| Dec 31, 2022 | 630.00 Mn |
| Sep 30, 2022 | 657.00 Mn |
| Jun 30, 2022 | 481.00 Mn |
| Mar 31, 2022 | 437.00 Mn |
| Dec 31, 2021 | 443.00 Mn |
| Sep 30, 2021 | 485.00 Mn |
| Jun 30, 2021 | 454.00 Mn |