Charles Schwab Return on Investment 2010-2025 | SCHW

Current and historical return on investment (ROI) values for Charles Schwab (SCHW) over the last 10 years.
Charles Schwab ROI - Return on Investment Historical Data
Date TTM Net Income LT Investments & Debt Return on Investment
2025-03-31 $9.71B $70.98B 13.97%
2024-12-31 $9.03B $70.80B 13.27%
2024-09-30 $8.24B $69.66B 12.28%
2024-06-30 $7.72B $66.40B 11.82%
2024-03-31 $7.58B $65.28B 11.91%
2023-12-31 $7.85B $67.09B 12.78%
2023-09-30 $8.84B $62.59B 14.98%
2023-06-30 $10.10B $59.63B 17.46%
2023-03-31 $10.68B $56.36B 18.00%
2022-12-31 $10.36B $57.44B 16.52%
2022-09-30 $9.75B $57.89B 14.52%
2022-06-30 $9.04B $65.63B 12.57%
2022-03-31 $8.65B $69.97B 11.60%
2021-12-31 $8.86B $75.18B 11.76%
2021-09-30 $8.36B $76.97B 11.29%
2021-06-30 $7.14B $76.16B 11.06%
2021-03-31 $6.03B $73.29B 10.88%
2020-12-31 $4.91B $69.69B 10.73%
2020-09-30 $4.39B $39.17B 12.33%
2020-06-30 $4.72B $39.34B 14.28%
2020-03-31 $5.03B $34.79B 16.56%
2019-12-31 $5.23B $29.18B 18.17%
2019-09-30 $5.34B $28.78B 18.81%
2019-06-30 $5.37B $28.74B 19.28%
2019-03-31 $5.28B $28.45B 19.46%
2018-12-31 $5.06B $27.55B 19.57%
2018-09-30 $4.82B $26.62B 19.41%
2018-06-30 $4.52B $25.89B 19.26%
2018-03-31 $4.29B $23.46B 19.27%
2017-12-31 $4.10B $23.28B 19.04%
2017-09-30 $3.95B $21.30B 19.25%
2017-06-30 $3.79B $21.01B 19.17%
2017-03-31 $3.58B $20.50B 18.86%
2016-12-31 $3.37B $19.30B 18.50%
2016-09-30 $3.17B $18.35B 18.16%
2016-06-30 $2.95B $17.87B 17.45%
2016-03-31 $2.79B $17.39B 17.16%
2015-12-31 $2.62B $16.28B 16.71%
2015-09-30 $2.53B $16.09B 16.80%
2015-06-30 $2.45B $15.32B 17.08%
2015-03-31 $2.40B $15.05B 17.36%
2014-12-31 $2.43B $13.70B 18.36%
2014-09-30 $2.36B $13.37B 18.36%
2014-06-30 $2.31B $13.07B 18.49%
2014-03-31 $2.20B $12.72B 18.24%
2013-12-31 $2.01B $12.28B 17.06%
2013-09-30 $1.85B $11.96B 16.08%
2013-06-30 $1.73B $11.35B 15.27%
2013-03-31 $1.74B $11.41B 15.51%
2012-12-31 $1.72B $11.22B 15.71%
2012-09-30 $1.63B $11.24B 15.40%
2012-06-30 $1.64B $11.11B 16.05%
2012-03-31 $1.58B $10.34B 16.48%
2011-12-31 $1.66B $9.72B 18.15%
2011-09-30 $1.64B $9.66B 18.62%
2011-06-30 $1.48B $8.74B 17.70%
2011-03-31 $1.44B $8.49B 17.98%
2010-12-31 $1.06B $8.23B 13.94%
2010-09-30 $1.09B $8.04B 15.10%
2010-06-30 $1.19B $7.19B 17.50%
2010-03-31 $1.19B $6.98B 18.18%
2009-12-31 $1.50B $6.59B 24.70%
Sector Industry Market Cap Revenue
Finance Finance - Investment Banks $158.640B $19.606B
The Charles Schwab Corporation is a savings and loan holding company, providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services. The company's main subsidiaries include Charles Schwab & Co. (securities broker-dealer), Charles Schwab Investment Management (an investment advisor? for Schwab's proprietary mutual funds and Schwab's exchange-traded funds) and Charles Schwab Bank (a federal savings bank). Schwab provides financial services to individuals and institutions through two reportable segments: Investor Services and Advisor Services. The Investor Services segment offers retail brokerage, investment advisory, and banking and trust services as well as retirement plan and corporate brokerage services. The Advisor Services segment offers custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and record-keepers.
Stock Name Country Market Cap PE Ratio
JPMorgan Chase (JPM) United States $724.427B 13.98
Bank Of America (BAC) United States $326.206B 12.89
Wells Fargo (WFC) United States $238.824B 13.25
Morgan Stanley (MS) United States $202.561B 14.82
Goldman Sachs (GS) United States $183.562B 13.88
Citigroup (C) United States $137.129B 11.60
Interactive Brokers (IBKR) United States $87.355B 27.86
PNC Financial Services (PNC) United States $68.429B 12.30
Robinhood Markets (HOOD) United States $57.351B 50.21
Tradeweb Markets (TW) United States $34.069B 46.94
LPL Financial Holdings (LPLA) United States $30.183B 21.64
Raymond James Financial (RJF) United States $29.551B 13.70
Nomura Holdings Inc ADR (NMR) Japan $17.795B 8.21
Stifel Financial (SF) United States $9.687B 16.20
Evercore Inc (EVR) United States $8.823B 20.98
SBI Holdings (SBHGF) Japan $8.311B 8.16
MarketAxess Holdings (MKTX) United States $8.116B 29.97
BGC (BGC) United States $4.633B 9.21
Piper Sandler (PIPR) United States $4.465B 17.97
Moelis (MC) United States $4.441B 25.48
UP Fintech Holding (TIGR) Singapore $1.636B 23.95
Oppenheimer Holdings (OPY) United States $0.674B 9.54
Diamond Hill Investment (DHIL) United States $0.380B 10.62
Siebert Financial (SIEB) United States $0.173B 9.28
Sky Constant Century (SKYC) Hong Kong, SAR China $0.083B 0.00
TOP Financial Group (TOP) Hong Kong, SAR China $0.047B 0.00