Schwab Charles annual return on equity
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2025
Schwab Charles Return on Equity (ROE) Growth & History (SCHW)
Schwab Charles's return on equity was 18.10% for fiscal 2025.
View full Schwab Charles company overviewSchwab Charles annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 18.10% | +4.80 pp |
| 2024 | 2024-12-31 | 13.30% | +0.24 pp |
| 2023 | 2023-12-31 | 13.07% | −2.40 pp |
| 2022 | 2022-12-31 | 15.47% | +5.04 pp |
| 2021 | 2021-12-31 | 10.43% | +1.95 pp |
| 2020 | 2020-12-31 | 8.48% | −8.99 pp |
| 2019 | 2019-12-31 | 17.47% | −0.43 pp |
| 2018 | 2018-12-31 | 17.90% | +4.42 pp |
| 2017 | 2017-12-31 | 13.47% | +0.80 pp |
| 2016 | 2016-12-31 | 12.67% | +1.19 pp |
| 2015 | 2015-12-31 | 11.48% | −0.43 pp |
| 2014 | 2014-12-31 | 11.91% | +1.18 pp |
| 2013 | 2013-12-31 | 10.73% | −0.00 pp |
| 2012 | 2012-12-31 | 10.73% | −1.67 pp |
| 2011 | 2011-12-31 | 12.40% | +4.36 pp |
| 2010 | 2010-12-31 | 8.04% | −9.20 pp |
| 2009 | 2009-12-31 | 17.23% | −13.87 pp |
| 2008 | 2008-12-31 | 31.10% | — |
Schwab Charles quarterly return on equity
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Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 5.63% | +1.34 pp |
| Q1 2026 | 2026-03-31 | 5.03% | +1.12 pp |
| Q4 2025 | 2025-12-31 | 4.98% | +1.13 pp |
| Q3 2025 | 2025-09-30 | 4.77% | +1.68 pp |
| Q2 2025 | 2025-06-30 | 4.30% | +1.21 pp |
| Q1 2025 | 2025-03-31 | 3.90% | +0.63 pp |
| Q4 2024 | 2024-12-31 | 3.85% | +1.20 pp |
| Q3 2024 | 2024-09-30 | 3.09% | +0.09 pp |
| Q2 2024 | 2024-06-30 | 3.08% | −0.44 pp |
| Q1 2024 | 2024-03-31 | 3.27% | −1.13 pp |
| Q4 2023 | 2023-12-31 | 2.65% | −2.69 pp |
| Q3 2023 | 2023-09-30 | 3.00% | −1.95 pp |
| Q2 2023 | 2023-06-30 | 3.52% | −0.35 pp |
| Q1 2023 | 2023-03-31 | 4.39% | +1.71 pp |
| Q4 2022 | 2022-12-31 | 5.34% | +2.57 pp |
| Q3 2022 | 2022-09-30 | 4.95% | +2.30 pp |
| Q2 2022 | 2022-06-30 | 3.87% | +1.63 pp |
| Q1 2022 | 2022-03-31 | 2.69% | +0.03 pp |
| Q4 2021 | 2021-12-31 | 2.78% | +0.18 pp |
| Q3 2021 | 2021-09-30 | 2.66% | +0.41 pp |
| Q2 2021 | 2021-06-30 | 2.24% | −0.11 pp |
| Q1 2021 | 2021-03-31 | 2.66% | −0.65 pp |
| Q4 2020 | 2020-12-31 | 2.60% | −1.36 pp |
| Q3 2020 | 2020-09-30 | 2.25% | −2.21 pp |
| Q2 2020 | 2020-06-30 | 2.35% | −2.01 pp |
| Q1 2020 | 2020-03-31 | 3.31% | −1.25 pp |
| Q4 2019 | 2019-12-31 | 3.95% | −0.55 pp |
| Q3 2019 | 2019-09-30 | 4.46% | −0.05 pp |
| Q2 2019 | 2019-06-30 | 4.36% | −0.03 pp |
| Q1 2019 | 2019-03-31 | 4.56% | +0.42 pp |
| Q4 2018 | 2018-12-31 | 4.51% | +1.24 pp |
| Q3 2018 | 2018-09-30 | 4.51% | +1.03 pp |
| Q2 2018 | 2018-06-30 | 4.39% | +1.06 pp |
| Q1 2018 | 2018-03-31 | 4.14% | +0.76 pp |
| Q4 2017 | 2017-12-31 | 3.27% | −0.01 pp |
| Q3 2017 | 2017-09-30 | 3.48% | +0.18 pp |
| Q2 2017 | 2017-06-30 | 3.34% | +0.27 pp |
| Q1 2017 | 2017-03-31 | 3.38% | +0.43 pp |
| Q4 2016 | 2016-12-31 | 3.27% | +0.15 pp |
| Q3 2016 | 2016-09-30 | 3.30% | +0.37 pp |
| Q2 2016 | 2016-06-30 | 3.06% | +0.19 pp |
| Q1 2016 | 2016-03-31 | 2.95% | +0.43 pp |
| Q4 2015 | 2015-12-31 | 3.13% | +0.12 pp |
| Q3 2015 | 2015-09-30 | 2.94% | +0.10 pp |
| Q2 2015 | 2015-06-30 | 2.87% | −0.08 pp |
| Q1 2015 | 2015-03-31 | 2.52% | −0.56 pp |
| Q4 2014 | 2014-12-31 | 3.01% | −0.11 pp |
| Q3 2014 | 2014-09-30 | 2.84% | −0.10 pp |
| Q2 2014 | 2014-06-30 | 2.95% | +0.32 pp |
| Q1 2014 | 2014-03-31 | 3.08% | +0.95 pp |
| Q4 2013 | 2013-12-31 | 3.12% | +0.91 pp |
| Q3 2013 | 2013-09-30 | 2.93% | +0.27 pp |
| Q2 2013 | 2013-06-30 | 2.63% | −0.53 pp |
| Q1 2013 | 2013-03-31 | 2.13% | −0.30 pp |
| Q4 2012 | 2012-12-31 | 2.21% | +0.09 pp |
| Q3 2012 | 2012-09-30 | 2.66% | −0.40 pp |
| Q2 2012 | 2012-06-30 | 3.15% | −0.45 pp |
| Q1 2012 | 2012-03-31 | 2.43% | −1.39 pp |
| Q4 2011 | 2011-12-31 | 2.12% | +0.18 pp |
| Q3 2011 | 2011-09-30 | 3.06% | +0.98 pp |
| Q2 2011 | 2011-06-30 | 3.60% | +0.05 pp |
| Q1 2011 | 2011-03-31 | 3.82% | +3.71 pp |
| Q4 2010 | 2010-12-31 | 1.94% | −1.35 pp |
| Q3 2010 | 2010-09-30 | 2.08% | −2.12 pp |
| Q2 2010 | 2010-06-30 | 3.55% | −1.18 pp |
| Q1 2010 | 2010-03-31 | 0.11% | — |
| Q4 2009 | 2009-12-31 | 3.29% | — |
| Q3 2009 | 2009-09-30 | 4.20% | — |
| Q2 2009 | 2009-06-30 | 4.73% | — |
Schwab Charles return on equity trends
Over the last five fiscal years, Schwab Charles's return on equity increased from 8.48% to 18.10%, a change of +9.62 percentage points. The latest reported quarter, Q2 2026, shows 5.63%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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