Equity
Investments - Gross Unrealized Losses
Charles Schwab Corporation Investments - Gross Unrealized Losses increased by 4.6% to $60.61B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 16.5%, from $72.56B to $60.61B. Over 5 years (FY 2020 to FY 2025), Investments - Gross Unrealized Losses shows a downward trend with a -4.7% CAGR.
Analysis
StatementBalance Sheet Statement
SectionEquity
First reportedQ4 2018
Last reportedQ1 2026May 8, 2026
Metric ID:
investments_gross_unrealized_lossesHistorical 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 | $166.95B | $202.99B | $256.35B | $236.19B | $259.48B | $236.15B | $147.24B | $141.08B | $125.52B | $110.26B | $105.53B | $99.77B | $93.28B | $88.50B | $81.49B | $72.56B | $66.64B | $60.62B | $57.93B | $60.61B |
| QoQ Change | — | +21.6% | +26.3% | -7.9% | +9.9% | -9.0% | -37.6% | -4.2% | -11.0% | -12.2% | -4.3% | -5.5% | -6.5% | -5.1% | -7.9% | -11.0% | -8.1% | -9.0% | -4.4% | +4.6% |
| YoY Change | — | — | — | — | +55.4% | +16.3% | -42.6% | -40.3% | -51.6% | -53.3% | -28.3% | -29.3% | -25.7% | -19.7% | -22.8% | -27.3% | -28.6% | -31.5% | -28.9% | -16.5% |
Range$57.93B – $259.48B
CAGR-19.2%
Avg YoY Growth-23.4%
Median YoY Growth-28.4%
Investments - Gross Unrealized Losses at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's investments - gross unrealized losses?
- Charles Schwab Corporation (SCHW) reported investments - gross unrealized losses of $60.61B in Q1 2026.
- How has Charles Schwab Corporation's investments - gross unrealized losses changed year-over-year?
- Charles Schwab Corporation's investments - gross unrealized losses decreased by 16.5% year-over-year, from $72.56B to $60.61B.
- What is the long-term trend for Charles Schwab Corporation's investments - gross unrealized losses?
- Over 5 years (2020 to 2025), Charles Schwab Corporation's investments - gross unrealized losses has grown at a -4.7% compound annual growth rate (CAGR), from $73.70B to $57.93B.