The Charles Schwab Corporation

The Charles Schwab Corporation - ROEverified

SCHW-PJ

Price:

$17.3

Market Cap:

$177.34B

The Charles Schwab Corporation (SCHW-PJ) is a prominent financial services company that, along with its affiliates, delivers a broad spectrum of offerings. These include wealth management, securities brokerage, banking, asset management, custodial solutions, and financial advisory services. The firm's operations are strategically organized into two core divisions: Investor Services and Advisor Services. The Investor Services segment focuses on individual clients, furnishing them with retail brokerage, investment advisory, banking, and trust services, alongside retirement planning and corporate brokerage solutions. It also provides comprehensive recordkeeping for equity compensation plans, en...[Read more]

Industry

Financial - Capital Markets

IPO Date

2021-03-24

Stock Exchange

NYSE

Ticker

SCHW-PJ

The ROE as of July 2026 (TTM) for The Charles Schwab Corporation (SCHW-PJ) is 20.40%

According to The Charles Schwab Corporation’s latest financial reports and current stock price. The company's current ROE is 20.40%. This represents a change of 300.10% compared to the average of 5.10% of the last 4 quarters.

The Charles Schwab Corporation (SCHW-PJ) Historical ROE (quarterly & annually)

How has SCHW-PJ ROE performed in the past?

The mean historical ROE of The Charles Schwab Corporation over the last ten years is 13.67%. The current 20.40% ROE has changed 49.27% with respect to the historical average. Over the past ten years (40 quarters), SCHW-PJ's ROE was at its highest in in the June 2026 quarter at 5.61%. The ROE was at its lowest in in the December 2020 quarter at 2.02%.

Quarterly (TTM)
Annual

Average

13.67%

Median

12.54%

Minimum

5.88%

Maximum

19.62%

The Charles Schwab Corporation (SCHW-PJ) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202517.91%45.81%
202412.28%-0.71%
202312.37%-36.95%
202219.62%88.54%
202110.41%76.84%
20205.88%-65.45%
201917.03%0.40%
201816.97%33.52%
201712.71%10.46%
201611.50%6.55%

The Charles Schwab Corporation (SCHW-PJ) Average ROE

How has SCHW-PJ ROE performed in the past?

The current ROE of The Charles Schwab Corporation (SCHW-PJ) 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 (SCHW-PJ) ROE vs. Peers

How is SCHW-PJ’s ROE compared to its peers?

The Charles Schwab Corporation’s ROE is less than Morgan Stanley (18.22%), less than Raymond James Financial, Inc. (24.51%), less than Morgan Stanley (18.22%), less than The Hartford Insurance Group, Inc. (22.99%), less than Prudential plc (19.33%), less than Sun Life Financial Inc. (12.89%), less than Arch Capital Group Ltd. (20.48%),

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