
Profitability, historical returns, and peer comparisons.
According to The Charles Schwab Corporation’s latest financial reports and current stock price. The company's current ROE is 21.29%. This represents a change of 300.32% compared to the average of 5.32% of the last 4 quarters.
The mean historical ROE of The Charles Schwab Corporation over the last ten years is 13.67%. The current 21.29% ROE has changed 55.79% with respect to the historical average. Over the past ten years (40 quarters), SCHW's ROE was at its highest in in the September 2026 quarter at 5.65%. The ROE was at its lowest in in the December 2020 quarter at 2.02%.
Average
13.67%
Median
12.54%
Minimum
5.88%
Maximum
19.62%
Discovering the peaks and valleys of The Charles Schwab Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 88.54%
Maximum Annual ROE = 19.62%
Minimum Annual Increase = -65.45%
Minimum Annual ROE = 5.88%
| Year | ROE | Change |
|---|---|---|
| 2025 | 17.91% | 45.81% |
| 2024 | 12.28% | -0.71% |
| 2023 | 12.37% | -36.95% |
| 2022 | 19.62% | 88.54% |
| 2021 | 10.41% | 76.84% |
| 2020 | 5.88% | -65.45% |
| 2019 | 17.03% | 0.40% |
| 2018 | 16.97% | 33.52% |
| 2017 | 12.71% | 10.46% |
| 2016 | 11.50% | 6.55% |
The current ROE of The Charles Schwab Corporation (SCHW) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
14.19%
5-year avg
14.52%
10-year avg
13.67%
The Charles Schwab Corporation’s ROE is less than Robinhood Markets, Inc. (20.92%), less than Raymond James Financial, Inc. (25.03%), less than Interactive Brokers Group, Inc. (20.41%), less than LPL Financial Holdings Inc. (24.65%), greater than Siebert Financial Corp. (-1.26%), less than Futu Holdings Limited (28.42%), less than UP Fintech Holding Ltd. Sponsored ADR Class A (13.05%), less than Nomura Holdings, Inc. (11.08%), less than Morgan Stanley (17.87%), less than UBS Group AG (10.53%),
| Company | ROE | Market cap |
|---|---|---|
| 20.92% | $69.35B | |
| 25.03% | $32.41B | |
| 20.41% | $136.87B | |
| 24.65% | $24.25B | |
| -1.26% | $75.44M | |
| 28.42% | $13.73B | |
| 13.05% | $710.39M | |
| 11.08% | $28.62B | |
| 17.87% | $305.98B | |
| 10.53% | $155.14B |
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What is the 5-year average ROE for The Charles Schwab Corporation (SCHW)?
How does the current ROE for The Charles Schwab Corporation (SCHW) compare to its historical average?