The Charles Schwab Corporation (SCHW) Yield on Cost (YOC): 1.31%
The yield on cost (YOC) for The Charles Schwab Corporation (SCHW) is 1.31%.
SCHW Yield on Cost (YOC) Metrics
YIELD ON COST (YOC)
1.31%
Forward Yield on Cost Projections
If you buy SCHW today at the current stock price of $90.08 with a yield of 1.31% and dividends continue to grow at the historical rate (8.4% CAGR), your YOC would be:
Current Yield
1.31%
YOC in 3 Years
1.96%
YOC in 5 Years
2.57%
YOC in 10 Years
5.06%
Interactive Yield on Cost Calculator
Project custom investment returns for The Charles Schwab Corporation (SCHW) based on your custom cost basis.
Starting Yield
1.31%
Ending YOC
4.42%
Year 15 Dividend
$3.98
Cum. Dividends Recd.
$35.99
| Year | Projected Div. / Share | YoY Dividend Hike | Yield on Cost (YOC) | Total Dividends Recd. |
|---|---|---|---|---|
| Initial | $1.18 | — | 1.31% | $0.00 |
| Year 1 | $1.28 | +8.45% | 1.42% | $1.28 |
| Year 2 | $1.39 | +8.45% | 1.54% | $2.67 |
| Year 3 | $1.51 | +8.45% | 1.67% | $4.17 |
| Year 4 | $1.63 | +8.45% | 1.81% | $5.80 |
| Year 5 | $1.77 | +8.45% | 1.97% | $7.58 |
| Year 6 | $1.92 | +8.45% | 2.13% | $9.50 |
| Year 7 | $2.08 | +8.45% | 2.31% | $11.58 |
| Year 8 | $2.26 | +8.45% | 2.51% | $13.84 |
| Year 9 | $2.45 | +8.45% | 2.72% | $16.28 |
| Year 10 | $2.66 | +8.45% | 2.95% | $18.94 |
| Year 11 | $2.88 | +8.45% | 3.20% | $21.82 |
| Year 12 | $3.12 | +8.45% | 3.47% | $24.94 |
| Year 13 | $3.39 | +8.45% | 3.76% | $28.33 |
| Year 14 | $3.67 | +8.45% | 4.08% | $32.00 |
| Year 15 | $3.98 | +8.45% | 4.42% | $35.99 |
Yield on Cost (YOC) Formula
Formula: Yield on Cost = Annual Dividend / Original Purchase Price × 100
Inputs shown in the projection:
- Original purchase price.
- Annual dividend per share at the starting point.
- Assumed annual dividend growth rate.
- Projected annual dividend divided by original purchase price.
Note: Forward projections assume dividends continue to grow at the designated growth rate. Actual dividend payments are declared by corporate boards and are subject to change.
The Charles Schwab Corporation Yield on Cost (YOC) Formula & Definition
Yield on Cost shows the dividend yield based on your original purchase price. As dividends grow, your YOC increases even if the market yield stays the same.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
The Charles Schwab Corporation Yield on Cost (YOC) FAQ
- What is the yield on cost (YOC) for The Charles Schwab Corporation (SCHW)?
- The yield on cost (YOC) for SCHW stock is 1.31%.
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.
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- CEO
- Richard Andrew Wurster