Schwab Charles SCHW
NYSE SCHW
$113.65 +1.35 (+1.20%)
As of: Aug 24, 2026 · 3:59 PM EDT

Schwab Charles (SCHW) Return on Invested Capital (2010 - 2026)

Schwab Charles (SCHW) posted quarterly Return on Invested Capital of 0.11% for Q1 2026, down 49.7% quarter-over-quarter from 0.22% in Q3 2023.

Schwab Charles (SCHW) Return on Invested Capital (2010 - 2026) Analysis & Trends

Schwab Charles' Return on Invested Capital history runs 14 years deep, the most recent figure standing at 0.11% for Q1 2026.

  • In Q1 2026, Return on Invested Capital changed N/A year-over-year to 0.11%; the TTM figure through Mar 2026 stood at 0.11% (changed N/A YoY), while the FY2022 annual figure was 0.07%, changed N/A from the prior year.
  • Return on Invested Capital for Q1 2026 stood at 0.11%, down from 0.22% in the prior quarter.
  • The five-year high for Return on Invested Capital was 0.22% in Q3 2023, with the low at 0.0% in Q1 2022.
  • The 3-year median for Return on Invested Capital is 0.02% (2023), against an average of 0.06%.
  • The sharpest annual moves came in 2022 and 2023: Return on Invested Capital decreased 1 bps in 2022, then rose 21 bps in 2023.
  • Schwab Charles' Return on Invested Capital stood at 0.01% in 2022, then soared by 2022 bps to 0.22% in 2023, then plunged by 50 bps to 0.11% in 2026.
  • Business Quant data shows SCHW's Return on Invested Capital at 0.11% in Q1 2026, 0.22% in Q3 2023, and 0.07% in Q2 2023.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 Morgan Stanley 333.21 Bn 173.07 Bn - 0.00%
2 Goldman Sachs 311.14 Bn -665.21 Bn - 0.00%
3 Schwab Charles 196.95 Bn 123.36 Bn - 0.07%
4 Robinhood Markets 93.19 Bn 75.81 Bn 1.20 Bn 0.00%
5 Interactive Brokers 41.71 Bn -22.59 Bn - 0.00%
6 LPL Financial Holdings 29.06 Bn 26.36 Bn - -
7 Tradeweb Markets 23.03 Bn 20.97 Bn - -
8 Circle Internet 21.70 Bn 19.97 Bn 288.85 Mn -
9 Futu Holdings 16.14 Bn 214.18 Mn 733.58 Mn -
10 UP Fintech Holding 13.78 Bn 13.78 Bn - 0.00%

Historic Data

Download Data
DateValue
Jun 30, 2026 0.09%
Mar 31, 2026 0.11%
Sep 30, 2023 0.22%
Jun 30, 2023 0.07%
Mar 31, 2023 0.02%
Dec 31, 2022 0.01%
Sep 30, 2022 0.01%
Jun 30, 2022 0.00%
Mar 31, 2022 0.00%
Dec 31, 2021 0.01%
Sep 30, 2021 0.01%
Jun 30, 2021 0.01%
Sep 30, 2019 0.64%
Jun 30, 2019 0.37%
Mar 31, 2019 0.24%
Dec 31, 2018 0.19%
Sep 30, 2018 0.16%
Jun 30, 2018 0.14%
Mar 31, 2018 0.11%
Dec 31, 2017 0.10%