Schwab Charles (SCHW) Return on Invested Capital [ROIC] (2009 - 2026)
Schwab Charles (SCHW) recorded Return on Invested Capital [ROIC] of 14.97% in Q2 2026, up 2.29 percentage points from 12.67% a year earlier and up 0.03 percentage points from the prior quarter.
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Analysis
Schwab Charles (SCHW) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Schwab Charles reported Return on Invested Capital [ROIC] of 13.52%, up 2.28 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +6.19 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 11.24% in FY2024 (-0.64 pp), 11.89% in FY2023 (+1.06 pp), 10.82% in FY2022 (+2.52 pp) and 8.30% in FY2021 (+0.98 pp).
- The Q2 2026 figure is the highest quarterly Return on Invested Capital [ROIC] since Q4 2019.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for ten consecutive quarters, with an average year-over-year change of +2.21 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 4.82 percentage points in Q4 2022, against a drop of 2.32 percentage points in Q4 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 14.94% (Q1 2026), 14.94% (Q4 2025) and 14.05% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 3.60% |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 12.95% |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 11.83% |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | 49.27% |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 6.60% |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | 7.33% |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 3.32% |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - | 14.87% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 14.87% |
| Jun 30, 2026 | 14.97% |
| Mar 31, 2026 | 14.94% |
| Dec 31, 2025 | 14.94% |
| Sep 30, 2025 | 14.05% |
| Jun 30, 2025 | 12.67% |
| Mar 31, 2025 | 11.97% |
| Dec 31, 2024 | 11.08% |
| Sep 30, 2024 | 10.36% |
| Jun 30, 2024 | 10.50% |
| Mar 31, 2024 | 10.63% |
| Dec 31, 2023 | 10.27% |
| Sep 30, 2023 | 9.84% |
| Jun 30, 2023 | 9.33% |
| Mar 31, 2023 | 10.25% |
| Dec 31, 2022 | 12.59% |
| Sep 30, 2022 | 11.90% |
| Jun 30, 2022 | 9.53% |
| Mar 31, 2022 | 7.98% |
| Dec 31, 2021 | 7.77% |
API Access
Schwab Charles Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();