Annual ROA
1.82%0.60%+49.18%
Summary
- Current Value
- As of today, SCHW annual ROA is 1.82%, up +49.18% on
- Historical Performance
- SCHW annual ROA is up +54.24% over the past 3 years, up +133.33% over the past 5 years
- All-Time High Comparison
- SCHW annual ROA is currently -30.27% below its historical high of 2.61% set on
- 3-Year Low Comparison
- SCHW annual ROA is +87.63% above its 3-year low of 0.97% reached on
- Sector Comparison
- SCHW annual ROA is higher than 54.53% of companies in Financial Services sector
ROA Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROA | 1.82% | +49.2% | +54.2% | +133.3% | +237.0% | |
| Quarterly ROA | 2.08% | +32.5% | +70.5% | +128.6% | +160.0% | |
| Price | $101.61 | +5.3% | +52.7% | +49.6% | +558.1% | |
| PE Ratio | 18.48 | -28.9% | -4.5% | -35.7% | -40.2% | |
| Annual Revenue | $27.68B | +6.5% | +24.1% | +128.6% | +513.6% | |
| Annual Net Income | $8.85B | +49.0% | +23.2% | +168.3% | +1849.8% | |
| Annual Total Assets | $493.19B | +2.3% | -11.0% | -10.2% | +432.1% | |
| Annual ROE | 18.10% | +36.1% | +17.0% | +113.4% | +125.1% |
ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 1.82% | at high | |
| 5Y | 1.82% | at high | |
| All | 2.61% | -30.3% |
ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 0.97% | +87.6% | |
| 5Y | 0.78% | N/A | +133.3% |
| All | 0.20% | +810.0% |
ROA History
FAQ
What is the current annual ROA of SCHW?
As of today, SCHW annual ROA is 1.82%
What is 1-year change in SCHW annual ROA?
SCHW annual ROA is up +49.18% year-over-year
What is 3-year change in SCHW annual ROA?
SCHW annual ROA is up +54.24% over the past 3 years
How far is SCHW annual ROA from its all-time high?
SCHW annual ROA is currently -30.27% below its historical high of 2.61% set on December 31, 2008
How does SCHW annual ROA rank versus sector peers?
SCHW annual ROA is higher than 54.53% of companies in Financial Services sector
When is SCHW next annual earnings release?
As of today, the next annual earnings release for SCHW has not been scheduled
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Quarterly ROA
2.08%0.10%+5.05%
Summary
- Current Value
- As of today, SCHW quarterly ROA is 2.08%, up +5.05% on
- Historical Performance
- SCHW quarterly ROA is up +32.48% year-over-year, up +70.49% over the past 3 years
- All-Time High Comparison
- SCHW quarterly ROA is currently -25.45% below its historical high of 2.79% set on
- 3-Year Low Comparison
- SCHW quarterly ROA is +114.43% above its 3-year low of 0.97% reached on
- Sector Comparison
- SCHW quarterly ROA is higher than 65.03% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROA | 2.08% | +5.0% | +32.5% | +70.5% | +128.6% | |
| Annual ROA | 1.82% | – | +49.2% | +54.2% | +133.3% | |
| Price | $101.61 | +14.8% | +5.3% | +52.7% | +49.6% | |
| PE Ratio | 18.48 | +5.3% | -28.9% | -4.5% | -35.7% | |
| Quarterly Revenue | $8.15B | +11.6% | +19.5% | +25.9% | +75.3% | |
| Quarterly Net Income | $2.80B | +12.9% | +31.7% | +116.4% | +121.3% | |
| Quarterly Total Assets | $517.30B | +4.9% | +12.7% | +1.1% | -10.0% | |
| Quarterly ROE | 20.39% | +6.9% | +33.5% | +13.5% | +105.8% |
Quarterly ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 2.08% | at high | |
| 3Y | 2.08% | at high | |
| 5Y | 2.08% | at high | |
| All | 2.79% | -25.4% |
Quarterly ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 1.57% | N/A | +32.5% |
| 3Y | 0.97% | +114.4% | |
| 5Y | 0.91% | N/A | +128.6% |
| All | 0.17% | +1123.5% |
Quarterly ROA History
FAQ
What is the current quarterly ROA of SCHW?
As of today, SCHW quarterly ROA is 2.08%
What is SCHW quarterly ROA most recent change?
SCHW quarterly ROA was up +5.05% on June 30, 2026
What is 1-year change in SCHW quarterly ROA?
SCHW quarterly ROA is up +32.48% year-over-year
How far is SCHW quarterly ROA from its all-time high?
SCHW quarterly ROA is currently -25.45% below its historical high of 2.79% set on June 30, 2008
How does SCHW quarterly ROA rank versus sector peers?
SCHW quarterly ROA is higher than 65.03% of companies in Financial Services sector
When is SCHW next earnings release?
The next earnings release for SCHW is on
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Data Sources & References
- SCHW Official Website www.schwab.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/316709/000031670926000004/0000316709-26-000004-index.htm
- SCHW Profile on Yahoo Finance finance.yahoo.com/quote/SCHW
- SCHW Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/schw
