The Charles Schwab Corporation (SCHW) Return on Assets (ROA): 1.91%
Is The Charles Schwab Corporation’s return on assets (ROA) high or low?
The Charles Schwab Corporation's return on assets (ROA) of 1.91% is 67% above its 5-year average of 1.14%, near the high end of its 5-year range (0.60%–1.91%).
As of Friday, June 12, 2026. 25.66% above its 12-month average of 1.52%.
SCHW Return on Assets (ROA) Chart
SCHW Average Return on Assets (ROA) Chart
SCHW Current vs Average Return on Assets (ROA) Chart
SCHW Return on Assets (ROA) Metrics
RETURN ON ASSETS (ROA)
1.91%
RETURN ON ASSETS (ROA) AVG TTM
1.52%
RETURN ON ASSETS (ROA) AVG 3Y
1.34%
RETURN ON ASSETS (ROA) AVG 5Y
1.14%
RETURN ON ASSETS (ROA) AVG 10Y
1.08%
RETURN ON ASSETS (ROA) AVG 15Y
0.97%
RETURN ON ASSETS (ROA) AVG 20Y
1.36%
CURRENT VS TTM AVG
+25.66%
CURRENT VS 3Y AVG
+42.27%
CURRENT VS 5Y AVG
+67.30%
CURRENT VS 10Y AVG
+76.55%
CURRENT VS 15Y AVG
+97.54%
CURRENT VS 20Y AVG
+40.34%
SCHW Competitors' Return on Assets (ROA)
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Charles Schwab Corporation (SCHW) | $154.26B | 1.91% | 1.52% | 1.34% | 1.14% |
| BlackRock, Inc. (BLK) | $157.81B | 3.67% | 3.93% | 4.18% | 3.90% |
| Chubb Limited (CB) | $127.19B | 4.10% | 3.77% | 3.53% | 3.37% |
| S&P Global Inc. (SPGI) | $122.35B | 7.86% | 6.86% | 5.83% | 10.35% |
| The Progressive Corporation (PGR) | $118.19B | 9.46% | 8.61% | 5.64% | 6.03% |
| CME Group Inc. (CME) | $95.00B | 2.10% | 2.30% | 2.16% | 1.95% |
| American Express Company (AXP) | $217.31B | 3.63% | 3.67% | 3.46% | 3.29% |
| Marsh & McLennan Companies, Inc. (MMC) | $89.82B | 6.70% | 7.14% | 7.80% | 7.74% |
| Robinhood Markets, Inc. (HOOD) | $83.05B | 4.17% | 5.17% | 0.71% | -2.62% |
| iShares Russell 2000 ETF (IWM) | $79.15B | N/A | N/A | N/A | N/A |
Asset Efficiency
ROA
1.9%
ROE
19.1%
The Charles Schwab Corporation Return on Assets (ROA) Formula & Definition
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
The Charles Schwab Corporation Return on Assets (ROA) FAQ
- What is the return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The return on assets (ROA) for SCHW stock is 1.91%.
- Is The Charles Schwab Corporation's return on assets (ROA) high or low?
- The Charles Schwab Corporation's return on assets (ROA) of 1.91% is 67% above its 5-year average of 1.14%, near the high end of its 5-year range (0.60%–1.91%).
- What is the TTM average return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The TTM average return on assets (ROA) for SCHW stock is 1.52%.
- What is the 3Y average return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The 3Y average return on assets (ROA) for SCHW stock is 1.34%.
- What is the 5Y average return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The 5Y average return on assets (ROA) for SCHW stock is 1.14%.
- What is the 10Y average return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The 10Y average return on assets (ROA) for SCHW stock is 1.08%.
- What is the 15Y average return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The 15Y average return on assets (ROA) for SCHW stock is 0.97%.
- What is the 20Y average return on assets (ROA) for The Charles Schwab Corporation (SCHW)?
- The 20Y average return on assets (ROA) for SCHW stock is 1.36%.
The Charles Schwab Corporation Return on Assets (ROA) History
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 1.80% |
| 2024-12-31 | 1.24% |
| 2023-12-31 | 1.03% |
| 2022-12-31 | 1.30% |
| 2021-12-31 | 0.88% |
| 2020-12-31 | 0.60% |
| 2019-12-31 | 1.26% |
| 2018-12-31 | 1.18% |
| 2017-12-31 | 0.97% |
| 2016-12-31 | 0.85% |
| 2015-12-31 | 0.79% |
| 2014-12-31 | 0.85% |
| 2013-12-31 | 0.75% |
| 2012-12-31 | 0.69% |
| 2011-12-31 | 0.79% |
| 2010-12-31 | 0.49% |
| 2009-12-31 | 1.04% |
| 2008-12-31 | 2.35% |
| 2007-12-31 | 5.68% |
| 2006-12-31 | 2.50% |
| 2005-12-31 | 1.54% |
| 2004-12-31 | 0.61% |
| 2003-12-31 | 1.03% |
| 2002-12-31 | 0.27% |
| 2001-12-31 | 0.49% |
| 2000-12-31 | 1.88% |
| 1999-12-31 | 2.27% |
| 1998-12-31 | 1.57% |
| 1997-12-31 | 1.64% |
| 1996-12-31 | 1.70% |
Related Metrics
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