Charles Schwab Long-Term Investments 2010-2024 | SCHW

Charles Schwab long-term investments from 2010 to 2024. 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 September 30, 2024 were $246.741B, a 15.53% decline year-over-year.
  • 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 long-term investments for 2021 were $390.054B, a 15.61% increase from 2020.
Charles Schwab Annual Long-Term Investments
(Millions of US $)
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
2010 $41,755
2009 $28,959
Charles Schwab Quarterly Long-Term Investments
(Millions of US $)
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
2011-03-31 $42,692
2010-12-31 $41,755
2010-09-30 $40,407
2010-06-30 $33,173
2010-03-31 $32,192
2009-12-31 $28,959
2009-09-30 $24,279
2009-06-30 $19,929
2009-03-31 $16,166
Sector Industry Market Cap Revenue
Finance Finance - Investment Banks $138.547B $18.837B
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.
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