KPIs & Operating Metrics(New)

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

Schwab Charles (SCHW) has 17 years of Return on Equity data on record, last reported at 0.17% in Q3 2025.

  • For Q3 2025, Return on Equity rose 5.0% year-over-year to 0.17%; the TTM value through Sep 2025 reached 0.17%, up 5.0%, while the annual FY2024 figure was 0.13%, 0.0% changed from the prior year.
  • Return on Equity reached 0.17% in Q3 2025 per SCHW's latest filing, up from 0.15% in the prior quarter.
  • Across five years, Return on Equity topped out at 0.2% in Q1 2023 and bottomed at 0.07% in Q1 2021.
  • Average Return on Equity over 5 years is 0.14%, with a median of 0.13% recorded in 2023.
  • Peak YoY movement for Return on Equity: increased 8bps in 2022, then decreased -9bps in 2024.
  • A 5-year view of Return on Equity shows it stood at 0.11% in 2021, then soared by 76bps to 0.2% in 2022, then tumbled by -34bps to 0.13% in 2023, then decreased by -3bps to 0.12% in 2024, then soared by 34bps to 0.17% in 2025.
  • Per Business Quant database, its latest 3 readings for Return on Equity were 0.17% in Q3 2025, 0.15% in Q2 2025, and 0.13% in Q1 2025.