KPIs & Operating Metrics(New)

Schwab Charles (SCHW) Return on Equity (2016 - 2025)

Schwab Charles has reported Return on Equity over the past 13 years, most recently at 0.18% for Q4 2025.

  • Quarterly results put Return on Equity at 0.18% for Q4 2025, up 5.0% from a year ago — trailing twelve months through Dec 2025 was 0.18% (up 5.0% YoY), and the annual figure for FY2025 was 0.18%, up 5.0%.
  • Return on Equity for Q4 2025 was 0.18% at Schwab Charles, up from 0.17% in the prior quarter.
  • Over the last five years, Return on Equity for SCHW hit a ceiling of 0.2% in Q1 2023 and a floor of 0.07% in Q1 2021.
  • Median Return on Equity over the past 5 years was 0.13% (2023), compared with a mean of 0.14%.
  • Biggest five-year swings in Return on Equity: rose 9bps in 2022 and later dropped -9bps in 2024.
  • Schwab Charles' Return on Equity stood at 0.1% in 2021, then soared by 89bps to 0.2% in 2022, then crashed by -34bps to 0.13% in 2023, then fell by -3bps to 0.12% in 2024, then surged by 44bps to 0.18% in 2025.
  • The last three reported values for Return on Equity were 0.18% (Q4 2025), 0.17% (Q3 2025), and 0.15% (Q2 2025) per Business Quant data.