KPIs & Operating Metrics(New)

Schwab Charles (SCHW) Return on Invested Capital (2016 - 2025)

Schwab Charles (SCHW) has 16 years of Return on Invested Capital data on record, last reported at 0.23% in Q3 2025.

  • For Q3 2025, Return on Invested Capital changed 0.0% year-over-year to 0.23%; the TTM value through Sep 2025 reached 0.23%, changed 0.0%, while the annual FY2024 figure was 0.24%, 2.0% down from the prior year.
  • Return on Invested Capital reached 0.23% in Q3 2025 per SCHW's latest filing, up from 0.23% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 0.28% in Q3 2023 and bottomed at 0.06% in Q1 2021.
  • Average Return on Invested Capital over 5 years is 0.2%, with a median of 0.23% recorded in 2024.
  • Peak YoY movement for Return on Invested Capital: decreased -9bps in 2021, then grew 15bps in 2023.
  • A 5-year view of Return on Invested Capital shows it stood at 0.09% in 2021, then skyrocketed by 164bps to 0.23% in 2022, then increased by 17bps to 0.26% in 2023, then decreased by -14bps to 0.23% in 2024, then rose by 3bps to 0.23% in 2025.
  • Per Business Quant database, its latest 3 readings for Return on Invested Capital were 0.23% in Q3 2025, 0.23% in Q2 2025, and 0.22% in Q1 2025.