Investing
Sale of investments
Charles Schwab Corporation Sale of investments decreased by 56.9% to $1.54B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 4.9%, from $1.62B to $1.54B. Over 4 years (FY 2021 to FY 2025), Sale of investments shows a downward trend with a -9.3% CAGR.
Analysis
StatementCash Flow Statement
SectionInvesting
CategoryCapital Allocation
SignalContext dependent
VolatilityVolatile
First reportedQ1 2016
Last reportedQ1 2026May 8, 2026
How to read this metric
High proceeds indicate active portfolio management or a need for liquidity; low proceeds suggest a buy-and-hold strategy.
Detailed definition
This represents the cash proceeds received from the sale of fixed-maturity and other investment securities classified as...
Peer comparison
Standard for insurance companies with large investment portfolios; highly dependent on market conditions.
Metric ID:
investing_proceeds_from_sale_of_available_for_sale_secur_6e0764Historical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.04B | $1.70B | $1.97B | $9.52B | $3.95B | $10.55B | $685.00M | $1.05B | $1.85B | $3.49B | $2.08B | $1.19B | $854.00M | $886.00M | $603.00M | $1.62B | $2.58B | $1.21B | $3.58B | $1.54B |
| QoQ Change | — | -44.1% | +15.9% | +384.0% | -58.5% | +167.1% | -93.5% | +53.4% | +75.9% | +88.5% | -40.3% | -42.8% | -28.2% | +3.7% | -31.9% | +168.8% | +59.4% | -53.3% | +196.5% | -56.9% |
| YoY Change | — | — | — | — | +30.0% | +521.6% | -65.2% | -89.0% | -53.2% | -67.0% | +203.6% | +13.1% | -53.8% | -74.6% | -71.0% | +36.3% | +202.6% | +36.1% | +493.0% | -4.9% |
Range$603.00M – $10.55B
CAGR-13.3%
Avg YoY Growth+66.1%
Median YoY Growth+4.1%
Sale of investments at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's sale of investments?
- Charles Schwab Corporation (SCHW) reported sale of investments of $1.54B in Q1 2026.
- How has Charles Schwab Corporation's sale of investments changed year-over-year?
- Charles Schwab Corporation's sale of investments decreased by 4.9% year-over-year, from $1.62B to $1.54B.
- What is the long-term trend for Charles Schwab Corporation's sale of investments?
- Over 4 years (2021 to 2025), Charles Schwab Corporation's sale of investments has grown at a -9.3% compound annual growth rate (CAGR), from $13.31B to $8.99B.
- What does sale of investments mean?
- Cash received from selling investment securities.