Charles Schwab Long-Term Investments 2012-2026 | SCHW
Charles Schwab long-term investments from 2012 to 2026. Long-term investments can be defined as the aggregate value of debt and or equity investments with maturities or benefits lasting more than one year.
- Charles Schwab long-term investments for the quarter ending March 31, 2026 were $199.001B, a 17.04% decline year-over-year.
- Charles Schwab long-term investments for 2024 were $229.447B, a 14.1% decline from 2023.
- Charles Schwab long-term investments for 2023 were $267.098B, a 16.78% decline from 2022.
- Charles Schwab long-term investments for 2022 were $320.945B, a 17.72% decline from 2021.
|
Charles Schwab Annual Long-Term Investments (Millions of US $) |
|
|---|---|
| 2024 | $229,447 |
| 2023 | $267,098 |
| 2022 | $320,945 |
| 2021 | $390,054 |
| 2020 | $337,400 |
| 2019 | $196,128 |
| 2018 | $210,587 |
| 2017 | |
| 2016 | $152,568 |
| 2015 | $115,653 |
| 2014 | $89,172 |
| 2013 | $81,936 |
| 2012 | $64,317 |
| 2011 | $49,073 |
|
Charles Schwab Quarterly Long-Term Investments (Millions of US $) |
|
|---|---|
| 2025-09-30 | $199,001 |
| 2025-06-30 | $207,296 |
| 2025-03-31 | $218,643 |
| 2024-12-31 | $229,447 |
| 2024-09-30 | $239,880 |
| 2024-06-30 | $246,741 |
| 2024-03-31 | $257,457 |
| 2023-12-31 | $267,098 |
| 2023-09-30 | $162,452 |
| 2023-06-30 | $292,097 |
| 2023-03-31 | $311,245 |
| 2022-12-31 | $320,945 |
| 2022-09-30 | $332,840 |
| 2022-06-30 | $365,394 |
| 2022-03-31 | $377,335 |
| 2021-12-31 | $390,054 |
| 2021-09-30 | $376,968 |
| 2021-06-30 | $359,622 |
| 2021-03-31 | $342,006 |
| 2020-12-31 | $337,400 |
| 2020-09-30 | $303,758 |
| 2020-06-30 | $281,216 |
| 2020-03-31 | $221,232 |
| 2019-12-31 | $196,128 |
| 2019-09-30 | $196,677 |
| 2019-06-30 | $192,974 |
| 2019-03-31 | $192,425 |
| 2018-12-31 | $210,587 |
| 2018-09-30 | $196,510 |
| 2018-06-30 | $192,314 |
| 2018-03-31 | $177,510 |
| 2017-12-31 | |
| 2017-09-30 | $162,438 |
| 2017-06-30 | $153,244 |
| 2017-03-31 | $158,559 |
| 2016-12-31 | $152,568 |
| 2016-09-30 | $141,847 |
| 2016-06-30 | $129,535 |
| 2016-03-31 | $124,570 |
| 2015-12-31 | $115,653 |
| 2015-09-30 | $106,888 |
| 2015-06-30 | $101,162 |
| 2015-03-31 | $97,687 |
| 2014-12-31 | $89,172 |
| 2014-09-30 | $86,208 |
| 2014-06-30 | $85,698 |
| 2014-03-31 | $85,203 |
| 2013-12-31 | $81,936 |
| 2013-09-30 | $80,084 |
| 2013-06-30 | $74,232 |
| 2013-03-31 | $71,729 |
| 2012-12-31 | $64,317 |
| 2012-09-30 | $58,060 |
| 2012-06-30 | $55,555 |
| 2012-03-31 | $52,773 |
| 2011-12-31 | $49,073 |
| 2011-09-30 | $44,737 |
| 2011-06-30 | $43,007 |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Banks | $164.772B | $23.921B |
| The Charles Schwab Corporation is a savings and loan holding company, providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services. The company's main subsidiaries include Charles Schwab & Co. (securities broker-dealer), Charles Schwab Investment Management (an investment advisor? for Schwab's proprietary mutual funds and Schwab's exchange-traded funds) and Charles Schwab Bank (a federal savings bank). Schwab provides financial services to individuals and institutions through two reportable segments: Investor Services and Advisor Services. The Investor Services segment offers retail brokerage, investment advisory, and banking and trust services as well as retirement plan and corporate brokerage services. The Advisor Services segment offers custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and record-keepers. | |||
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| JPMorgan Chase (JPM) | United States | $831.139B | 15.24 |
| Bank Of America (BAC) | United States | $375.436B | 13.72 |
| Morgan Stanley (MS) | United States | $280.918B | 17.40 |
| Goldman Sachs (GS) | United States | $267.796B | 17.70 |
| Wells Fargo (WFC) | United States | $263.513B | 13.56 |
| Citigroup (C) | United States | $213.317B | 15.61 |
| Interactive Brokers (IBKR) | United States | $120.797B | 32.37 |
| PNC Financial Services (PNC) | United States | $89.197B | 13.33 |
| Robinhood Markets (HOOD) | United States | $62.292B | 33.59 |
| Raymond James Financial (RJF) | United States | $28.813B | 13.83 |
| Tradeweb Markets (TW) | United States | $28.617B | 35.00 |
| LPL Financial Holdings (LPLA) | United States | $25.061B | 15.56 |
| Nomura Holdings Inc ADR (NMR) | Japan | $24.498B | 10.57 |
| Evercore Inc (EVR) | United States | $13.383B | 23.27 |
| Stifel Financial (SF) | United States | $11.956B | 17.09 |
| SBI Holdings (SBHGF) | Japan | $6.584B | 3.43 |
| MarketAxess Holdings (MKTX) | United States | $6.112B | 23.27 |
| BGC (BGC) | United States | $5.179B | 9.10 |
| Moelis (MC) | United States | $4.894B | 21.15 |
| UP Fintech Holding (TIGR) | Singapore | $1.243B | 7.31 |
| Oppenheimer Holdings (OPY) | United States | $1.125B | 8.06 |
| Sky Constant Century (SKYC) | Hong Kong, SAR China | $0.920B | 0.00 |
| Diamond Hill Investment (DHIL) | United States | $0.465B | 14.86 |
| Siebert Financial (SIEB) | United States | $0.072B | 13.61 |
| TOP Financial Group (TOP) | Singapore | $0.028B | 0.00 |