Schwab Charles (SCHW) Return on Assets [ROA] (2013 - 2026)
Schwab Charles (SCHW) posted Return on Assets [ROA] of 2.00% for Q2 2026, up 0.42 percentage points from 1.58% a year earlier and up 0.08 percentage points from the prior quarter.
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Analysis
Schwab Charles (SCHW) Return on Assets [ROA] (2013 - 2026) Analysis & Trends
For FY2025, Schwab Charles' Return on Assets [ROA] came in at 1.82%, up 0.60 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of +1.04 percentage points (FY2020 to FY2025).
- In prior years, Schwab Charles' Return on Assets [ROA] was 1.22% in FY2024 (+0.25 pp), 0.97% in FY2023 (-0.21 pp), 1.18% in FY2022 (+0.22 pp) and 0.96% in FY2021 (+0.18 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Assets [ROA] in data going back to Q3 2013.
- On a year-over-year basis, Return on Assets [ROA] has increased in each of the last seven quarters, with an average year-over-year change of +0.40 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2025, with a gain of 0.66 percentage points; the weakest was Q1 2024, with a drop of 0.35 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 1.91% (Q1 2026), 1.85% (Q4 2025) and 1.78% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 1.31% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 0.96% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | 0.77% |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 1.25% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 0.93% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 1.00% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 0.52% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 1.02% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | 0.77% |
| 10 | Schwab Charles | 156.64 Bn | -5.51 Bn | - | 2.00% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.00% |
| Mar 31, 2026 | 1.91% |
| Dec 31, 2025 | 1.85% |
| Sep 30, 2025 | 1.78% |
| Jun 30, 2025 | 1.58% |
| Mar 31, 2025 | 1.38% |
| Dec 31, 2024 | 1.26% |
| Sep 30, 2024 | 1.12% |
| Jun 30, 2024 | 1.06% |
| Mar 31, 2024 | 1.00% |
| Dec 31, 2023 | 1.05% |
| Sep 30, 2023 | 1.21% |
| Jun 30, 2023 | 1.32% |
| Mar 31, 2023 | 1.36% |
| Dec 31, 2022 | 1.27% |
| Sep 30, 2022 | 1.12% |
| Jun 30, 2022 | 0.96% |
| Mar 31, 2022 | 0.86% |
| Dec 31, 2021 | 0.92% |
| Sep 30, 2021 | 0.92% |
API Access
Schwab Charles Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();