What is the current annual ROE of SCHW?

As of today, SCHW annual ROE is 13.30%

What is 1-year change in SCHW annual ROE?

SCHW annual ROE is up +1.76% year-over-year

What is 3-year change in SCHW annual ROE?

SCHW annual ROE is up +27.52% over the past 3 years

How far is SCHW annual ROE from its all-time high?

SCHW annual ROE is currently -69.46% below its historical high of 43.55% set on December 31, 1986

How does SCHW annual ROE rank versus sector peers?

SCHW annual ROE is higher than 71.53% of companies in Financial Services sector

When is SCHW next annual earnings release?

The next annual earnings release for SCHW is on January 21, 2026

What is the current quarterly ROE of SCHW?

As of today, SCHW quarterly ROE is 16.88%

What is SCHW quarterly ROE most recent change?

SCHW quarterly ROE was up +10.54% on September 30, 2025

What is 1-year change in SCHW quarterly ROE?

SCHW quarterly ROE is up +39.27% year-over-year

How far is SCHW quarterly ROE from its all-time high?

SCHW quarterly ROE is currently -57.18% below its historical high of 39.42% set on September 30, 1993

How does SCHW quarterly ROE rank versus sector peers?

SCHW quarterly ROE is higher than 85.27% of companies in Financial Services sector

When is SCHW next earnings release?

The next earnings release for SCHW is on January 21, 2026

SCHW ROE History & Chart Since 1986

Annual ROE

13.30%0.23%+1.76%

December 31, 2024

Summary

Current Value: As of today, SCHW annual ROE is 13.30%, up +1.76% on December 31, 2024
Historical Performance: SCHW annual ROE is up +27.52% over the past 3 years, and down -23.87% over the past 5 years
All-Time High Comparison: SCHW annual ROE is currently -69.46% below its historical high of 43.55% set on December 31, 1986
3-Year Low Comparison: SCHW annual ROE is +1.76% above its 3-year low of 13.07% reached on December 31, 2023
Sector Comparison: SCHW annual ROE is higher than 71.53% of companies in Financial Services sector

ROE Chart

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Series

Performance

SCHW Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROE	Dec 31, 24	13.30%	+1.8%	+27.5%	-23.9%	-22.8%
Quarterly ROE	Sep 30, 25	16.88%	+39.3%	+20.9%	+47.2%	+86.5%
Price	Jan 13, 26	$101.09	+39.1%	+21.8%	+69.9%	+445.0%
PE Ratio	Jan 13, 26	23.71	-2.5%	+0.1%	-16.1%	-64.8%
Annual Revenue	Dec 31, 24	$26.00B	+1.9%	+36.9%	+120.6%	+485.2%
Annual Net Income	Dec 31, 24	$5.94B	+17.3%	+1.5%	+60.4%	+655.0%
Annual Shareholders Equity	Dec 31, 24	$48.38B	+18.1%	-14.0%	+122.5%	+853.6%
Annual ROA	Dec 31, 24	1.22%	+25.8%	+27.1%	-2.4%	-1.6%

ROE Highs

SCHW Annual ROE Highs Comparison
Period	High	Date	Current
3Y	15.47%	N/A	-14.0%
5Y	15.47%	Dec 31, 22	-14.0%
All	43.55%	Dec 31, 86	-69.5%

ROE Lows

SCHW Annual ROE Lows Comparison
Period	Low	Date	Current
3Y	13.07%	Dec 31, 23	+1.8%
5Y	8.48%	N/A	+56.8%
All	1.86%	Dec 31, 01	+615.0%

ROE History

Year	Value	Change
2024	13.30%	+1.8%
2023	13.07%	-15.5%
2022	15.47%	+48.3%
2021	10.43%	+23.0%
2020	8.48%	-51.5%
2019	17.47%	-2.4%
2018	17.90%	+32.9%
2017	13.47%	+6.3%
2016	12.67%	+10.4%
2015	11.48%	-3.6%
2014	11.91%	+11.0%
2013	10.73%	0.0%
2012	10.73%	-13.5%
2011	12.40%	+54.2%
2010	8.04%	-53.3%
2009	17.23%	-45.4%
2008	31.57%	+23.2%
2007	25.63%	+36.0%
2006	18.84%	+31.3%
2005	14.35%	+53.3%

Year	Value	Change
2004	9.36%	-16.0%
2003	11.14%	+370.0%
2002	2.37%	+27.4%
2001	1.86%	-91.2%
2000	21.10%	-36.6%
1999	33.29%	+22.9%
1998	27.08%	+0.2%
1997	27.03%	-14.0%
1996	31.44%	+0.2%
1995	31.39%	-1.9%
1994	31.99%	-18.0%
1993	38.99%	+10.1%
1992	35.42%	+26.7%
1991	27.95%	+171.4%
1990	10.30%	-10.0%
1989	11.45%	+139.0%
1988	4.79%	-79.1%
1987	22.97%	-47.3%
1986	43.55%	-

FAQ

What is the current annual ROE of SCHW?
As of today, SCHW annual ROE is 13.30%
What is 1-year change in SCHW annual ROE?
SCHW annual ROE is up +1.76% year-over-year
What is 3-year change in SCHW annual ROE?
SCHW annual ROE is up +27.52% over the past 3 years
How far is SCHW annual ROE from its all-time high?
SCHW annual ROE is currently -69.46% below its historical high of 43.55% set on December 31, 1986
How does SCHW annual ROE rank versus sector peers?
SCHW annual ROE is higher than 71.53% of companies in Financial Services sector
When is SCHW next annual earnings release?
The next annual earnings release for SCHW is on January 21, 2026

Quarterly ROE

16.88%1.61%+10.54%

September 30, 2025

Summary

Current Value: As of today, SCHW quarterly ROE is 16.88%, up +10.54% on September 30, 2025
Historical Performance: SCHW quarterly ROE is up +39.27% year-over-year, and up +20.92% over the past 3 years
All-Time High Comparison: SCHW quarterly ROE is currently -57.18% below its historical high of 39.42% set on September 30, 1993
3-Year Low Comparison: SCHW quarterly ROE is +40.43% above its 3-year low of 12.02% reached on June 30, 2024
Sector Comparison: SCHW quarterly ROE is higher than 85.27% of companies in Financial Services sector

Performance

SCHW Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROE	Sep 30, 25	16.88%	+10.5%	+39.3%	+20.9%	+47.2%
Annual ROE	Dec 31, 24	13.30%	–	+1.8%	+27.5%	-23.9%
Price	Jan 13, 26	$101.09	+8.1%	+39.1%	+21.8%	+69.9%
PE Ratio	Jan 13, 26	23.71	+8.1%	-2.5%	+0.1%	-16.1%
Quarterly Revenue	Sep 30, 25	$7.04B	+3.3%	+7.5%	+18.7%	+177.5%
Quarterly Net Income	Sep 30, 25	$2.36B	+10.9%	+67.5%	+16.7%	+237.8%
Quarterly Shareholders Equity	Sep 30, 25	$49.38B	-0.1%	+4.6%	+33.3%	+57.6%
Quarterly ROA	Sep 30, 25	1.76%	+12.1%	+61.5%	+64.5%	+104.7%

Quarterly ROE Highs

SCHW Quarterly ROE Highs Comparison
Period	High	Date	Current
1Y	16.88%	Sep 30, 25	at high
3Y	18.22%	Mar 31, 23	-7.3%
5Y	18.22%	Mar 31, 23	-7.3%
All	39.42%	Sep 30, 93	-57.2%

Quarterly ROE Lows

SCHW Quarterly ROE Lows Comparison
Period	Low	Date	Current
1Y	13.33%	N/A	+26.6%
3Y	12.02%	Jun 30, 24	+40.4%
5Y	9.91%	Jun 30, 21	+70.3%
All	1.48%	Mar 31, 02	+1040.5%

Quarterly ROE History

Month	Value	Change
Sep 2025	16.88%	+10.5%
Jun 2025	15.27%	+8.9%
Mar 2025	14.02%	+5.2%
Dec 2024	13.33%	+10.0%
Sep 2024	12.12%	+0.8%
Jun 2024	12.02%	-3.1%
Mar 2024	12.40%	-7.6%
Dec 2023	13.42%	-17.2%
Sep 2023	16.20%	-9.8%
Jun 2023	17.96%	-1.4%
Mar 2023	18.22%	+12.9%
Dec 2022	16.14%	+15.6%
Sep 2022	13.96%	+16.9%
Jun 2022	11.94%	+13.7%
Mar 2022	10.50%	+1.4%
Dec 2021	10.35%	-1.3%
Sep 2021	10.49%	+5.9%
Jun 2021	9.91%	-0.6%
Mar 2021	9.97%	+0.5%
Dec 2020	9.92%	-13.5%
Sep 2020	11.47%	-14.7%
Jun 2020	13.45%	-14.5%
Mar 2020	15.74%	-9.3%
Dec 2019	17.35%	-3.1%
Sep 2019	17.90%	-0.4%
Jun 2019	17.98%	0.0%
Mar 2019	17.98%	+2.0%
Dec 2018	17.63%	+7.7%
Sep 2018	16.37%	+6.9%
Jun 2018	15.32%	+7.6%
Mar 2018	14.24%	+5.8%
Dec 2017	13.46%	-0.3%
Sep 2017	13.50%	+1.5%
Jun 2017	13.30%	+2.2%
Mar 2017	13.02%	+3.1%
Dec 2016	12.63%	+1.4%
Sep 2016	12.46%	+3.1%
Jun 2016	12.08%	+1.9%
Mar 2016	11.85%	+3.1%
Dec 2015	11.49%	+1.6%
Sep 2015	11.31%	+0.7%
Jun 2015	11.23%	-0.5%
Mar 2015	11.29%	-4.9%
Dec 2014	11.87%	-0.8%
Sep 2014	11.97%	-0.8%
Jun 2014	12.07%	+2.8%
Mar 2014	11.74%	+8.6%
Dec 2013	10.81%	+9.1%
Sep 2013	9.91%	+2.7%
Jun 2013	9.65%	-4.9%
Mar 2013	10.15%	-3.2%
Dec 2012	10.49%	+0.8%
Sep 2012	10.41%	-3.4%
Jun 2012	10.78%	-2.4%
Mar 2012	11.05%	-11.0%
Dec 2011	12.41%	+0.3%
Sep 2011	12.37%	+7.2%
Jun 2011	11.54%	+1.2%
Mar 2011	11.40%	+45.0%
Dec 2010	7.86%	-13.1%
Sep 2010	9.05%	-17.7%
Jun 2010	11.00%	-6.1%
Mar 2010	11.71%	-31.7%
Dec 2009	17.14%	-19.2%
Sep 2009	21.22%	-14.2%
Jun 2009	24.73%	-14.0%
Mar 2009	28.75%	-9.7%
Dec 2008	31.85%	-3.2%
Sep 2008	32.91%	+3.8%
Jun 2008	31.70%	+10.4%
Mar 2008	28.72%	+13.6%
Dec 2007	25.29%	+12.2%
Sep 2007	22.54%	+15.6%

Month	Value	Change
Jun 2007	19.50%	-1.1%
Mar 2007	19.72%	-2.7%
Dec 2006	20.26%	+3.2%
Sep 2006	19.63%	+1.3%
Jun 2006	19.37%	+6.3%
Mar 2006	18.23%	+11.5%
Dec 2005	16.35%	+3.1%
Sep 2005	15.86%	+32.3%
Jun 2005	11.99%	+17.7%
Mar 2005	10.19%	-1.4%
Dec 2004	10.33%	+0.3%
Sep 2004	10.30%	-15.7%
Jun 2004	12.22%	-5.3%
Mar 2004	12.90%	+14.9%
Dec 2003	11.23%	+89.7%
Sep 2003	5.92%	+109.9%
Jun 2003	2.82%	+31.8%
Mar 2003	2.14%	-7.8%
Dec 2002	2.32%	-39.9%
Sep 2002	3.86%	-8.7%
Jun 2002	4.23%	+185.8%
Mar 2002	1.48%	-19.6%
Dec 2001	1.84%	-65.9%
Sep 2001	5.40%	-37.4%
Jun 2001	8.62%	-35.3%
Mar 2001	13.32%	-37.7%
Dec 2000	21.37%	-19.7%
Sep 2000	26.60%	-4.2%
Jun 2000	27.76%	-17.4%
Mar 2000	33.59%	+7.1%
Dec 1999	31.35%	+0.6%
Sep 1999	31.15%	-5.1%
Jun 1999	32.84%	+6.2%
Mar 1999	30.92%	+13.7%
Dec 1998	27.19%	+5.5%
Sep 1998	25.77%	+1.8%
Jun 1998	25.31%	-0.6%
Mar 1998	25.47%	-5.6%
Dec 1997	26.98%	-5.4%
Sep 1997	28.53%	+0.5%
Jun 1997	28.40%	-9.4%
Mar 1997	31.33%	+0.3%
Dec 1996	31.24%	+1.2%
Sep 1996	30.87%	-2.4%
Jun 1996	31.63%	+5.6%
Mar 1996	29.96%	-2.6%
Dec 1995	30.76%	-1.8%
Sep 1995	31.33%	+2.3%
Jun 1995	30.62%	+0.9%
Mar 1995	30.36%	-5.7%
Dec 1994	32.20%	-2.0%
Sep 1994	32.86%	+0.9%
Jun 1994	32.56%	-6.6%
Mar 1994	34.87%	-5.5%
Dec 1993	36.91%	-6.4%
Sep 1993	39.42%	+5.9%
Jun 1993	37.21%	+6.9%
Mar 1993	34.80%	-0.7%
Dec 1992	35.05%	+5.2%
Sep 1992	33.32%	-12.7%
Jun 1992	38.15%	+4.5%
Mar 1992	36.52%	+27.9%
Dec 1991	28.56%	+37.5%
Sep 1991	20.77%	+19.2%
Jun 1991	17.43%	+20.2%
Mar 1991	14.50%	+43.6%
Dec 1990	10.10%	-22.2%
Sep 1990	12.99%	+14.8%
Jun 1990	11.32%	+3.6%
Mar 1990	10.93%	-2.1%
Dec 1989	11.17%	+38.9%
Sep 1989	8.04%	-

FAQ

What is the current quarterly ROE of SCHW?
As of today, SCHW quarterly ROE is 16.88%
What is SCHW quarterly ROE most recent change?
SCHW quarterly ROE was up +10.54% on September 30, 2025
What is 1-year change in SCHW quarterly ROE?
SCHW quarterly ROE is up +39.27% year-over-year
How far is SCHW quarterly ROE from its all-time high?
SCHW quarterly ROE is currently -57.18% below its historical high of 39.42% set on September 30, 1993
How does SCHW quarterly ROE rank versus sector peers?
SCHW quarterly ROE is higher than 85.27% of companies in Financial Services sector
When is SCHW next earnings release?
The next earnings release for SCHW is on January 21, 2026

ROE Formula

ROE = Net Income

Shareholders Equity × 100%

Data Sources & References

SCHW Official Website www.schwab.com
Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/316709/000031670925000046/0000316709-25-000046-index.htm
Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/316709/000031670925000010/0000316709-25-000010-index.htm
SCHW Profile on Yahoo Finance finance.yahoo.com/quote/SCHW
SCHW Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/schw