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| Date | Value |
|---|---|
| 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% |