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 338.83 Bn 205.30 Bn - 0.00%
2 Goldman Sachs 316.34 Bn -660.01 Bn - 0.00%
3 Schwab Charles 220.55 Bn 135.80 Bn - 0.11%
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 0.32%
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 0.00%
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn -0.01%
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - 0.00%
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - -

Historic Data

Download Data
DateValue
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%
Sep 30, 2017 0.09%