The Charles Schwab (SCHW) ROIC: History & Chart

The Charles Schwab Corporation (SCHW)SCHWThe Charles Schwab Corporation

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

33,500 employees

www.schwab.com

Financial Services / Financial - Capital Markets

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

View full financials

SCHW Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

9.50%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

7.55%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

7.32%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

6.89%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

8.33%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

8.45%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

7.07%

CURRENT VS TTM AVG

+25.74%

CURRENT VS 3Y AVG

+29.78%

CURRENT VS 5Y AVG

+37.91%

CURRENT VS 10Y AVG

+14.07%

CURRENT VS 15Y AVG

+12.48%

CURRENT VS 20Y AVG

+34.36%

SECTOR MEDIAN · FINANCIAL SERVICES

6.38%

median of 95 covered companies

CURRENT VS SECTOR MEDIAN

+48.90%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
The Charles Schwab Corporation (SCHW)	$180.04B	9.50%	7.55%	7.32%	6.89%
BlackRock, Inc. (BLK)vs ›	$164.80B	3.67%	4.00%	4.11%	3.80%
Vanguard FTSE Emerging Markets ETF (VWO)vs ›	$161.92B	N/A	N/A	N/A	N/A
Interactive Brokers Group, Inc. (IBKR)vs ›	$160.78B	17.47%	19.64%	19.13%	15.33%
Blackstone Inc. (BX)vs ›	$160.90B	13.61%	13.49%	10.21%	13.53%
Chubb Limited (CB)vs ›	$139.63B	7.95%	0.25%	430.60%	429.29%
American Express Company (AXP)vs ›	$227.07B	8.29%	8.50%	7.85%	7.26%
Citigroup Inc. (C)vs ›	$230.14B	0.95%	1.21%	1.34%	1.63%
S&P Global Inc. (SPGI)vs ›	$128.90B	9.22%	8.68%	7.44%	15.06%
Capital One Financial Corporation (COF)vs ›	$127.40B	1.09%	2.42%	3.67%	4.54%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

The Charles Schwab Corporation (SCHW)

$180.04B

9.50%

7.55%

7.32%

6.89%

BlackRock, Inc. (BLK)vs ›

$164.80B

3.67%

4.00%

4.11%

3.80%

Vanguard FTSE Emerging Markets ETF (VWO)vs ›

$161.92B

N/A

Interactive Brokers Group, Inc. (IBKR)vs ›

$160.78B

17.47%

19.64%

19.13%

15.33%

Blackstone Inc. (BX)vs ›

$160.90B

13.61%

13.49%

10.21%

13.53%

Chubb Limited (CB)vs ›

$139.63B

7.95%

0.25%

430.60%

429.29%

American Express Company (AXP)vs ›

$227.07B

8.29%

8.50%

7.85%

7.26%

Citigroup Inc. (C)vs ›

$230.14B

0.95%

1.21%

1.34%

1.63%

S&P Global Inc. (SPGI)vs ›

$128.90B

9.22%

8.68%

7.44%

15.06%

Capital One Financial Corporation (COF)vs ›

$127.40B

1.09%

2.42%

3.67%

4.54%

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The return on invested capital (ROIC) for SCHW stock is 9.50%.

Is The Charles Schwab Corporation's return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 9.50% is 38% above its 5-year average of 6.89%, near the high end of its 5-year range (4.53%–9.64%).

What is the TTM average return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The TTM average return on invested capital (ROIC) for SCHW stock is 7.55%.

What is the 3Y average return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The 3Y average return on invested capital (ROIC) for SCHW stock is 7.32%.

What is the 5Y average return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The 5Y average return on invested capital (ROIC) for SCHW stock is 6.89%.

What is the 10Y average return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The 10Y average return on invested capital (ROIC) for SCHW stock is 8.33%.

What is the 15Y average return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The 15Y average return on invested capital (ROIC) for SCHW stock is 8.45%.

What is the 20Y average return on invested capital (ROIC) for The Charles Schwab Corporation (SCHW)?

The 20Y average return on invested capital (ROIC) for SCHW stock is 7.07%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2025-12-31	9.50%
2024-12-31	5.61%
2023-12-31	4.53%
2022-12-31	9.64%
2021-12-31	7.32%
2020-12-31	4.73%
2019-12-31	12.72%
2018-12-31	12.73%
2017-12-31	6.15%
2016-12-31	9.79%
2015-12-31	8.89%
2014-12-31	9.64%
2013-12-31	8.72%
2012-12-31	8.27%
2011-12-31	-45.91%
2010-12-31	-10.25%
2009-12-31	-24.16%
2008-12-31	4.68%
2007-12-31	2.22%
2006-12-31	1.27%
2005-12-31	0.86%
2004-12-31	0.61%
2003-12-31	1.24%
2002-12-31	0.41%
2001-12-31	0.36%
2000-12-31	7.72%
1999-12-31	2.21%
1998-12-31	15.68%
1997-12-31	13.52%
1996-12-31	16.46%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2025-12-31

9.50%

2024-12-31

5.61%

2023-12-31

4.53%

2022-12-31

9.64%

2021-12-31

7.32%

2020-12-31

4.73%

2019-12-31

12.72%

2018-12-31

12.73%

2017-12-31

6.15%

2016-12-31

9.79%

2015-12-31

8.89%

2014-12-31

9.64%

2013-12-31

8.72%

2012-12-31

8.27%

2011-12-31

-45.91%

2010-12-31

-10.25%

2009-12-31

-24.16%

2008-12-31

4.68%

2007-12-31

2.22%

2006-12-31

1.27%

2005-12-31

0.86%

2004-12-31

0.61%

2003-12-31

1.24%

2002-12-31

0.41%

2001-12-31

0.36%

2000-12-31

7.72%

1999-12-31

2.21%

1998-12-31

15.68%

1997-12-31

13.52%

1996-12-31

16.46%

Return on Invested Capital (ROIC): 9.50%

SCHW Return on Invested Capital (ROIC) Chart

SCHW Average Return on Invested Capital (ROIC) Chart

SCHW Current vs Average Return on Invested Capital (ROIC) Chart

SCHW Return on Invested Capital (ROIC) Metrics

SCHW Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

SCHW Return on Invested Capital (ROIC) History

Related Metrics