Charles Retained Earnings from 2010 to 2025

SCHW Stock

USD 80.75 0.79 0.99%

Charles Schwab Retained Earnings yearly trend continues to be fairly stable with very little volatility. Retained Earnings are likely to outpace its year average in 2025. Retained Earnings is the cumulative amount of net income that Charles Schwab Corp retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. View All Fundamentals

Retained Earnings

First Reported

1989-09-30

Previous Quarter

36.3 B

Current Value

37.6 B

Quarterly Volatility

9.7 B

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Check Charles Schwab financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Charles Schwab's main balance sheet or income statement drivers, such as Interest Expense of 6.7 B, Selling General Administrative of 6.3 B or Total Revenue of 20.6 B, as well as many indicators such as Price To Sales Ratio of 3.78, Dividend Yield of 0.0085 or PTB Ratio of 4.98. Charles financial statements analysis is a perfect complement when working with Charles Schwab Valuation or Volatility modules.

Check out the analysis of Charles Schwab Correlation against competitors.

Latest Charles Schwab's Retained Earnings Growth Pattern

Below is the plot of the Retained Earnings of Charles Schwab Corp over the last few years. It is the cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. Charles Schwab's Retained Earnings historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Charles Schwab's overall financial position and show how it may be relating to other accounts over time.

View

Last Reported 37.57 B

10 Years Trend

Slightly volatile

Compare to Others All Fundamentals

Retained Earnings

Timeline

Charles Retained Earnings Regression Statistics

	Arithmetic Mean	18,849,775,000
	Geometric Mean	12,283,862,089
	Coefficient Of Variation	62.39
	Mean Deviation	9,744,996,875
	Median	17,329,000,000
	Standard Deviation	11,760,278,189
	Sample Variance	138304143.1T
	Range	39.4B
	R-Value	0.98
	Mean Square Error	7003116.6T
	R-Squared	0.95
	Slope	2,411,076,471
	Total Sum of Squares	2074562146.2T

Charles Retained Earnings History

	2025	39.4 B
	2024	37.6 B
	2023	33.9 B
	2022	31.1 B
	2021	26 B
	2020	22 B
	2019	20 B

Other Fundumenentals of Charles Schwab Corp

Retained Earnings Total Equity

Charles Schwab Retained Earnings component correlations

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Cash And Equivalents	Short Term Debt	Intangible Assets	Common Stock	Accounts Payable	Long Term Debt	Good Will	Short Term Investments	Property Plant Equipment	Treasury Stock	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Current Deferred Revenue	Net Invested Capital	Capital Stock
Total Assets		0.97	-0.21	0.88	0.94	1.0	0.9	0.97	-0.02	0.92	0.9	0.92	0.9	0.9	0.77	0.88	-0.8	0.52	0.9	0.9	0.94	0.48	-0.44	0.78	0.9
Total Stockholder Equity	0.97		-0.18	0.87	0.96	0.96	0.9	0.95	-0.04	0.94	0.86	0.95	0.89	0.93	0.76	0.88	-0.76	0.55	0.9	0.93	0.86	0.48	-0.36	0.81	0.9
Net Debt	-0.21	-0.18		0.17	-0.02	-0.21	-0.48	-0.25	0.19	-0.04	-0.12	-0.1	0.18	0.07	-0.63	0.16	-0.18	-0.77	0.14	0.08	-0.34	0.72	-0.38	0.26	0.05
Retained Earnings	0.88	0.87	0.17		0.93	0.88	0.62	0.89	0.04	0.83	0.79	0.86	0.96	0.9	0.39	0.96	-0.91	0.19	0.96	0.91	0.72	0.74	-0.6	0.81	0.87
Net Receivables	0.94	0.96	-0.02	0.93		0.94	0.82	0.95	0.01	0.95	0.83	0.98	0.95	0.98	0.64	0.96	-0.81	0.34	0.97	0.98	0.78	0.64	-0.58	0.89	0.96
Total Liab	1.0	0.96	-0.21	0.88	0.94		0.9	0.96	-0.02	0.92	0.9	0.91	0.89	0.9	0.77	0.88	-0.8	0.51	0.89	0.9	0.94	0.48	-0.45	0.78	0.9
Total Current Assets	0.9	0.9	-0.48	0.62	0.82	0.9		0.87	-0.08	0.87	0.81	0.86	0.69	0.79	0.96	0.67	-0.55	0.69	0.7	0.78	0.87	0.18	-0.23	0.68	0.8
Cash And Equivalents	0.97	0.95	-0.25	0.89	0.95	0.96	0.87		-0.06	0.88	0.83	0.92	0.9	0.89	0.71	0.9	-0.78	0.51	0.91	0.89	0.87	0.47	-0.5	0.76	0.89
Short Term Debt	-0.02	-0.04	0.19	0.04	0.01	-0.02	-0.08	-0.06		-0.03	0.06	-0.04	0.03	0.0	-0.08	0.01	-0.05	-0.16	0.01	0.0	-0.02	0.2	-0.12	0.08	0.01
Intangible Assets	0.92	0.94	-0.04	0.83	0.95	0.92	0.87	0.88	-0.03		0.85	0.96	0.91	0.98	0.72	0.89	-0.78	0.33	0.91	0.97	0.78	0.56	-0.45	0.9	0.96
Common Stock	0.9	0.86	-0.12	0.79	0.83	0.9	0.81	0.83	0.06	0.85		0.81	0.8	0.82	0.69	0.73	-0.85	0.34	0.77	0.81	0.82	0.48	-0.38	0.79	0.84
Accounts Payable	0.92	0.95	-0.1	0.86	0.98	0.91	0.86	0.92	-0.04	0.96	0.81		0.9	0.98	0.69	0.92	-0.77	0.36	0.93	0.97	0.74	0.54	-0.52	0.86	0.95
Long Term Debt	0.9	0.89	0.18	0.96	0.95	0.89	0.69	0.9	0.03	0.91	0.8	0.9		0.95	0.48	0.98	-0.89	0.16	0.99	0.96	0.74	0.78	-0.65	0.91	0.94
Good Will	0.9	0.93	0.07	0.9	0.98	0.9	0.79	0.89	0.0	0.98	0.82	0.98	0.95		0.6	0.95	-0.83	0.24	0.96	1.0	0.73	0.67	-0.54	0.92	0.97
Short Term Investments	0.77	0.76	-0.63	0.39	0.64	0.77	0.96	0.71	-0.08	0.72	0.69	0.69	0.48	0.6		0.45	-0.33	0.77	0.48	0.59	0.81	-0.05	-0.03	0.5	0.62
Property Plant Equipment	0.88	0.88	0.16	0.96	0.96	0.88	0.67	0.9	0.01	0.89	0.73	0.92	0.98	0.95	0.45		-0.85	0.17	1.0	0.96	0.72	0.74	-0.67	0.87	0.94
Treasury Stock	-0.8	-0.76	-0.18	-0.91	-0.81	-0.8	-0.55	-0.78	-0.05	-0.78	-0.85	-0.77	-0.89	-0.83	-0.33	-0.85		-0.03	-0.87	-0.83	-0.63	-0.7	0.54	-0.78	-0.82
Net Tangible Assets	0.52	0.55	-0.77	0.19	0.34	0.51	0.69	0.51	-0.16	0.33	0.34	0.36	0.16	0.24	0.77	0.17	-0.03		0.19	0.24	0.64	-0.34	0.34	0.03	0.19
Long Term Debt Total	0.9	0.9	0.14	0.96	0.97	0.89	0.7	0.91	0.01	0.91	0.77	0.93	0.99	0.96	0.48	1.0	-0.87	0.19		0.97	0.73	0.74	-0.64	0.88	0.95
Capital Surpluse	0.9	0.93	0.08	0.91	0.98	0.9	0.78	0.89	0.0	0.97	0.81	0.97	0.96	1.0	0.59	0.96	-0.83	0.24	0.97		0.73	0.67	-0.54	0.92	0.97
Long Term Investments	0.94	0.86	-0.34	0.72	0.78	0.94	0.87	0.87	-0.02	0.78	0.82	0.74	0.74	0.73	0.81	0.72	-0.63	0.64	0.73	0.73		0.29	-0.27	0.61	0.75
Short Long Term Debt	0.48	0.48	0.72	0.74	0.64	0.48	0.18	0.47	0.2	0.56	0.48	0.54	0.78	0.67	-0.05	0.74	-0.7	-0.34	0.74	0.67	0.29		-0.73	0.77	0.66
Current Deferred Revenue	-0.44	-0.36	-0.38	-0.6	-0.58	-0.45	-0.23	-0.5	-0.12	-0.45	-0.38	-0.52	-0.65	-0.54	-0.03	-0.67	0.54	0.34	-0.64	-0.54	-0.27	-0.73		-0.62	-0.62
Net Invested Capital	0.78	0.81	0.26	0.81	0.89	0.78	0.68	0.76	0.08	0.9	0.79	0.86	0.91	0.92	0.5	0.87	-0.78	0.03	0.88	0.92	0.61	0.77	-0.62		0.95
Capital Stock	0.9	0.9	0.05	0.87	0.96	0.9	0.8	0.89	0.01	0.96	0.84	0.95	0.94	0.97	0.62	0.94	-0.82	0.19	0.95	0.97	0.75	0.66	-0.62	0.95

Click cells to compare fundamentals

About Charles Schwab Financial Statements

Charles Schwab investors use historical fundamental indicators, such as Charles Schwab's Retained Earnings, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Charles Schwab. Please read more on our technical analysis and fundamental analysis pages.

	Last Reported	Projected for Next Year
Retained Earnings	37.6 B	39.4 B
Retained Earnings Total Equity	35.7 B	37.5 B

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

ZLAB	Zai Lab
ASLE	AerSale Corp
ATS	AT S Austria

Additional Tools for Charles Stock Analysis

When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC