Schwab Charles (SCHW) Return on Equity [ROE] (2013 - 2026)
Schwab Charles' Return on Equity [ROE] came in at 20.32% for Q2 2026, up 5.60 percentage points from 14.72% a year earlier and up 1.22 percentage points from the prior quarter.
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Analysis
Schwab Charles (SCHW) Return on Equity [ROE] (2013 - 2026) Analysis & Trends
For FY2025, Schwab Charles' Return on Equity [ROE] was 18.10%, up 4.80 percentage points from FY2024.
- Return on Equity [ROE] carries a five-year change of +9.62 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was 13.30% in FY2024 (+0.24 pp), 13.07% in FY2023 (-2.40 pp), 15.47% in FY2022 (+5.04 pp) and 10.43% in FY2021 (+1.95 pp).
- The Q2 2026 figure represents the highest quarterly Return on Equity [ROE] in data going back to Q3 2013.
- Year-over-year, Return on Equity [ROE] has increased for six consecutive quarters, with an average year-over-year change of +2.79 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q4 2022 (a gain of 9.21 percentage points), and the weakest in Q1 2024 (a drop of 8.67 percentage points).
- Business Quant data shows SCHW's Return on Equity [ROE] at 19.10% (Q1 2026), 17.92% (Q4 2025) and 16.66% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 17.62% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 11.19% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 17.50% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 15.89% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 13.15% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 17.08% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 12.67% |
| 10 | Schwab Charles | 167.23 Bn | 5.07 Bn | - | 20.32% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.32% |
| Mar 31, 2026 | 19.10% |
| Dec 31, 2025 | 17.92% |
| Sep 30, 2025 | 16.66% |
| Jun 30, 2025 | 14.72% |
| Mar 31, 2025 | 13.26% |
| Dec 31, 2024 | 12.43% |
| Sep 30, 2024 | 11.29% |
| Jun 30, 2024 | 11.26% |
| Mar 31, 2024 | 11.58% |
| Dec 31, 2023 | 12.87% |
| Sep 30, 2023 | 15.99% |
| Jun 30, 2023 | 18.74% |
| Mar 31, 2023 | 20.24% |
| Dec 31, 2022 | 19.51% |
| Sep 30, 2022 | 16.66% |
| Jun 30, 2022 | 13.61% |
| Mar 31, 2022 | 11.06% |
| Dec 31, 2021 | 10.30% |
| Sep 30, 2021 | 9.42% |
API Access
Schwab Charles Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();