Discontinued — last reported Q1 '23
Cumulative Gross Unrealized Gains
Charles Schwab Corporation Cumulative Gross Unrealized Gains increased by 16.0% to $1.67B in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 29.3%, from $2.37B to $1.67B. Over 2 years (FY 2022 to FY 2024), Cumulative Gross Unrealized Gains shows a downward trend with a -100.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher unrealized gains indicate a strong performance of the bank's investment portfolio relative to purchase prices.
Detailed definition
This represents the total gains on investments that have been recognized in equity but not yet realized through a sale....
Peer comparison
Highly sensitive to interest rate environments and market conditions; varies significantly across the industry.
cumulative_gross_unrealized_gainsHistorical Data
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $0.00 | $0.00 | $0.00 | $1.44B | $2.53B | $817.00M | $0.00 | $0.00 | $402.00M | $201.00M | $2.37B | $0.00 | $1.03B | $1.44B | $1.67B |
| QoQ Change | — | — | — | — | +75.1% | -67.6% | -100.0% | — | — | -50.0% | >999% | -100.0% | — | +39.5% | +16.0% |
| YoY Change | — | — | — | — | — | — | — | -100.0% | -84.1% | -75.4% | — | — | +157.2% | +617.4% | -29.3% |
Cumulative Gross Unrealized Gains at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's cumulative gross unrealized gains?
- Charles Schwab Corporation (SCHW) reported cumulative gross unrealized gains of $1.67B in Q3 2025.
- How has Charles Schwab Corporation's cumulative gross unrealized gains changed year-over-year?
- Charles Schwab Corporation's cumulative gross unrealized gains decreased by 29.3% year-over-year, from $2.37B to $1.67B.
- What is the long-term trend for Charles Schwab Corporation's cumulative gross unrealized gains?
- Over 2 years (2022 to 2024), Charles Schwab Corporation's cumulative gross unrealized gains has grown at a -100.0% compound annual growth rate (CAGR), from $1.44B to $0.00.
- What does cumulative gross unrealized gains mean?
- The total profit the bank would make if it sold its current investments at today's market prices.