Equity
AOCI
Charles Schwab Corporation AOCI increased by 2.1% to -$10.76B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 21.0%, from -$13.62B to -$10.76B. Over 5 years (FY 2020 to FY 2025), AOCI shows a downward trend with a 15.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalHigher is better
VolatilityVolatile
First reportedQ4 2012
Last reportedQ1 2026May 8, 2026
How to read this metric
Large fluctuations can indicate sensitivity to interest rate changes or market volatility, impacting the overall book value of equity.
Detailed definition
Accumulated Other Comprehensive Income (Loss) includes unrealized gains and losses on items such as available-for-sale s...
Peer comparison
Highly sensitive to market conditions; peers with large investment portfolios will show higher volatility here.
Metric ID:
aociHistorical 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 | $2.41B | $1.25B | -$1.11B | -$11.05B | -$16.02B | -$23.15B | -$22.62B | -$20.69B | -$20.73B | -$20.75B | -$18.13B | -$17.58B | -$16.94B | -$14.62B | -$14.85B | -$13.62B | -$12.59B | -$11.8B | -$10.98B | -$10.76B |
| QoQ Change | — | -48.0% | -188.5% | -895.9% | -45.1% | -44.5% | +2.3% | +8.5% | -0.2% | -0.1% | +12.6% | +3.1% | +3.6% | +13.7% | -1.6% | +8.3% | +7.6% | +6.3% | +6.9% | +2.1% |
| YoY Change | — | — | — | — | -765.4% | <-999% | <-999% | -87.3% | -29.4% | +10.4% | +19.8% | +15.1% | +18.3% | +29.6% | +18.1% | +22.5% | +25.7% | +19.3% | +26.0% | +21.0% |
Range-$23.15B – $2.41B
CAGR+37.0%
Avg YoY Growth-284.0%
Median YoY Growth+18.2%
Current Streak5 quarters growth
AOCI at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's aoci?
- Charles Schwab Corporation (SCHW) reported aoci of -$10.76B in Q1 2026.
- How has Charles Schwab Corporation's aoci changed year-over-year?
- Charles Schwab Corporation's aoci increased by 21.0% year-over-year, from -$13.62B to -$10.76B.
- What is the long-term trend for Charles Schwab Corporation's aoci?
- Over 5 years (2020 to 2025), Charles Schwab Corporation's aoci has grown at a 15.3% compound annual growth rate (CAGR), from $5.39B to -$10.98B.
- What does aoci mean?
- Cumulative unrealized gains or losses on specific assets and hedges that bypass the income statement.