The Charles Schwab (SCHW) ROE: History & Chart

The Charles Schwab Corporation(SCHW)

Financial - Capital Markets · Westlake, TX

$106.87+0.00 (+0.00%)

Delayed quote: Sep 8, 2026, 4:00 PM EDT

About The Charles Schwab Corporation

The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

Westlake, TX

33,700 employees

www.aboutschwab.com

Financial Services / Financial - Capital Markets

Sector: Financial Services
Industry: Financial - Capital Markets
CEO: Richard Andrew Wurster

View full financials

SCHW Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

20.24%

RETURN ON EQUITY (ROE) AVG TTM

17.74%

RETURN ON EQUITY (ROE) AVG 3Y

14.94%

RETURN ON EQUITY (ROE) AVG 5Y

14.59%

RETURN ON EQUITY (ROE) AVG 10Y

13.81%

RETURN ON EQUITY (ROE) AVG 15Y

12.69%

RETURN ON EQUITY (ROE) AVG 20Y

13.58%

CURRENT VS TTM AVG

+14.11%

CURRENT VS 3Y AVG

+35.50%

CURRENT VS 5Y AVG

+38.70%

CURRENT VS 10Y AVG

+46.56%

CURRENT VS 15Y AVG

+59.51%

CURRENT VS 20Y AVG

+49.04%

SECTOR MEDIAN · FINANCIAL SERVICES

13.52%

median of 101 covered companies

CURRENT VS SECTOR MEDIAN

+49.70%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
The Charles Schwab Corporation (SCHW)	$185.86B	20.24%	17.74%	14.94%	14.59%
Vanguard FTSE Emerging Markets ETF (VWO)vs ›	$170.95B	N/A	N/A	N/A	N/A
BlackRock, Inc. (BLK)vs ›	$169.78B	11.41%	11.68%	12.76%	13.45%
The Toronto-Dominion Bank (TD)vs ›	$203.62B	12.95%	11.88%	12.22%	12.61%
Blackstone Inc. (BX)vs ›	$161.83B	39.04%	34.33%	27.97%	31.63%
Interactive Brokers Group, Inc. (IBKR)vs ›	$157.20B	19.07%	18.00%	16.52%	14.82%
American Express Company (AXP)vs ›	$220.22B	33.39%	32.91%	31.52%	29.34%
Citigroup Inc. (C)vs ›	$234.50B	8.41%	6.41%	6.17%	6.85%
Capital One Financial Corporation (COF)vs ›	$131.26B	9.24%	4.98%	8.09%	9.53%
Vanguard Dividend Appreciation ETF (VIG)vs ›	$129.99B	N/A	N/A	N/A	N/A

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

The Charles Schwab Corporation (SCHW)

$185.86B

20.24%

17.74%

14.94%

14.59%

Vanguard FTSE Emerging Markets ETF (VWO)vs ›

$170.95B

N/A

BlackRock, Inc. (BLK)vs ›

$169.78B

11.41%

11.68%

12.76%

13.45%

The Toronto-Dominion Bank (TD)vs ›

$203.62B

12.95%

11.88%

12.22%

12.61%

Blackstone Inc. (BX)vs ›

$161.83B

39.04%

34.33%

27.97%

31.63%

Interactive Brokers Group, Inc. (IBKR)vs ›

$157.20B

19.07%

18.00%

16.52%

14.82%

American Express Company (AXP)vs ›

$220.22B

33.39%

32.91%

31.52%

29.34%

Citigroup Inc. (C)vs ›

$234.50B

8.41%

6.41%

6.17%

6.85%

Capital One Financial Corporation (COF)vs ›

$131.26B

9.24%

4.98%

8.09%

9.53%

Vanguard Dividend Appreciation ETF (VIG)vs ›

$129.99B

N/A

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The return on equity (ROE) for SCHW stock is 20.24%.

Is The Charles Schwab Corporation's return on equity (ROE) high or low?

The return on equity (ROE) of 20.24% is 39% above its 5-year average of 14.59%, near the high end of its 5-year range (7.98%–20.32%).

What is the TTM average return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The TTM average return on equity (ROE) for SCHW stock is 17.74%.

What is the 3Y average return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The 3Y average return on equity (ROE) for SCHW stock is 14.94%.

What is the 5Y average return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The 5Y average return on equity (ROE) for SCHW stock is 14.59%.

What is the 10Y average return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The 10Y average return on equity (ROE) for SCHW stock is 13.81%.

What is the 15Y average return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The 15Y average return on equity (ROE) for SCHW stock is 12.69%.

What is the 20Y average return on equity (ROE) for The Charles Schwab Corporation (SCHW)?

The 20Y average return on equity (ROE) for SCHW stock is 13.58%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	20.24%
2026-03-31	19.14%
2025-12-31	17.91%
2025-09-30	16.67%
2025-06-30	14.73%
2025-03-31	13.11%
2024-12-31	12.28%
2024-09-30	10.90%
2024-06-30	11.07%
2024-03-31	11.38%
2023-12-31	12.37%
2023-09-30	15.85%
2023-06-30	18.53%
2023-03-31	20.32%
2022-12-31	19.62%
2022-09-30	18.34%
2022-06-30	14.16%
2022-03-31	12.00%
2021-12-31	10.41%
2021-09-30	9.42%
2021-06-30	7.98%
2021-03-31	7.17%
2020-12-31	5.88%
2020-09-30	9.63%
2020-06-30	10.61%
2020-03-31	13.46%
2019-12-31	17.03%
2019-09-30	17.73%
2019-06-30	17.63%
2019-03-31	17.05%
2018-12-31	16.97%
2018-09-30	15.21%
2018-06-30	14.25%
2018-03-31	13.31%
2017-12-31	12.71%
2017-09-30	12.64%
2017-06-30	12.37%
2017-03-31	12.02%
2016-12-31	11.50%
2016-09-30	11.53%
2016-06-30	11.05%
2016-03-31	10.73%
2015-12-31	10.80%
2015-09-30	10.47%
2015-06-30	10.67%
2015-03-31	10.67%
2014-12-31	11.19%
2014-09-30	11.24%
2014-06-30	11.27%
2014-03-31	11.01%
2013-12-31	10.32%
2013-09-30	9.58%
2013-06-30	9.47%
2013-03-31	9.61%
2012-12-31	9.68%
2012-09-30	9.30%
2012-06-30	9.36%
2012-03-31	9.79%
2011-12-31	11.20%
2011-09-30	10.71%
2011-06-30	10.75%
2011-03-31	10.65%
2010-12-31	7.29%
2010-09-30	8.27%
2010-06-30	9.78%
2010-03-31	10.14%
2009-12-31	15.51%
2009-09-30	18.99%
2009-06-30	22.43%
2009-03-31	26.16%
2008-12-31	29.84%
2008-09-30	29.83%
2008-06-30	62.76%
2008-03-31	68.47%
2007-12-31	64.50%
2007-09-30	75.60%
2007-06-30	25.58%
2007-03-31	25.47%
2006-12-31	24.50%
2006-09-30	20.44%
2006-06-30	19.30%
2006-03-31	17.77%
2005-12-31	16.29%
2005-09-30	13.59%
2005-06-30	7.94%
2005-03-31	6.32%
2004-12-31	6.52%
2004-09-30	8.36%
2004-06-30	11.60%
2004-03-31	12.05%
2003-12-31	10.58%
2003-09-30	5.68%
2003-06-30	2.73%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

20.24%

2026-03-31

19.14%

2025-12-31

17.91%

2025-09-30

16.67%

2025-06-30

14.73%

2025-03-31

13.11%

2024-12-31

12.28%

2024-09-30

10.90%

2024-06-30

11.07%

2024-03-31

11.38%

2023-12-31

12.37%

2023-09-30

15.85%

2023-06-30

18.53%

2023-03-31

20.32%

2022-12-31

19.62%

2022-09-30

18.34%

2022-06-30

14.16%

2022-03-31

12.00%

2021-12-31

10.41%

2021-09-30

9.42%

2021-06-30

7.98%

2021-03-31

7.17%

2020-12-31

5.88%

2020-09-30

9.63%

2020-06-30

10.61%

2020-03-31

13.46%

2019-12-31

17.03%

2019-09-30

17.73%

2019-06-30

17.63%

2019-03-31

17.05%

2018-12-31

16.97%

2018-09-30

15.21%

2018-06-30

14.25%

2018-03-31

13.31%

2017-12-31

12.71%

2017-09-30

12.64%

2017-06-30

12.37%

2017-03-31

12.02%

2016-12-31

11.50%

2016-09-30

11.53%

2016-06-30

11.05%

2016-03-31

10.73%

2015-12-31

10.80%

2015-09-30

10.47%

2015-06-30

10.67%

2015-03-31

10.67%

2014-12-31

11.19%

2014-09-30

11.24%

2014-06-30

11.27%

2014-03-31

11.01%

2013-12-31

10.32%

2013-09-30

9.58%

2013-06-30

9.47%

2013-03-31

9.61%

2012-12-31

9.68%

2012-09-30

9.30%

2012-06-30

9.36%

2012-03-31

9.79%

2011-12-31

11.20%

2011-09-30

10.71%

2011-06-30

10.75%

2011-03-31

10.65%

2010-12-31

7.29%

2010-09-30

8.27%

2010-06-30

9.78%

2010-03-31

10.14%

2009-12-31

15.51%

2009-09-30

18.99%

2009-06-30

22.43%

2009-03-31

26.16%

2008-12-31

29.84%

2008-09-30

29.83%

2008-06-30

62.76%

2008-03-31

68.47%

2007-12-31

64.50%

2007-09-30

75.60%

2007-06-30

25.58%

2007-03-31

25.47%

2006-12-31

24.50%

2006-09-30

20.44%

2006-06-30

19.30%

2006-03-31

17.77%

2005-12-31

16.29%

2005-09-30

13.59%

2005-06-30

7.94%

2005-03-31

6.32%

2004-12-31

6.52%

2004-09-30

8.36%

2004-06-30

11.60%

2004-03-31

12.05%

2003-12-31

10.58%

2003-09-30

5.68%

2003-06-30

2.73%

Return on Equity (ROE): 20.24%

SCHW Return on Equity (ROE)

SCHW Average Return on Equity (ROE) Chart

SCHW Current vs Average Return on Equity (ROE) Chart

SCHW Return on Equity (ROE) Metrics

SCHW Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

SCHW Return on Equity (ROE) History

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