KPIs & Operating Metrics(New)

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

Schwab Charles has reported Return on Invested Capital over the past 16 years, most recently at 0.19% for Q4 2025.

  • Quarterly results put Return on Invested Capital at 0.19% for Q4 2025, up 1.0% from a year ago — trailing twelve months through Dec 2025 was 0.19% (up 1.0% YoY), and the annual figure for FY2025 was 0.17%, up 1.0%.
  • Return on Invested Capital for Q4 2025 was 0.19% at Schwab Charles, down from 0.23% in the prior quarter.
  • Over the last five years, Return on Invested Capital for SCHW hit a ceiling of 0.28% in Q3 2023 and a floor of 0.06% in Q1 2021.
  • Median Return on Invested Capital over the past 5 years was 0.19% (2024), compared with a mean of 0.18%.
  • Biggest five-year swings in Return on Invested Capital: dropped -9bps in 2021 and later increased 14bps in 2023.
  • Schwab Charles' Return on Invested Capital stood at 0.08% in 2021, then skyrocketed by 115bps to 0.18% in 2022, then rose by 12bps to 0.2% in 2023, then dropped by -7bps to 0.18% in 2024, then rose by 5bps to 0.19% in 2025.
  • The last three reported values for Return on Invested Capital were 0.19% (Q4 2025), 0.23% (Q3 2025), and 0.23% (Q2 2025) per Business Quant data.