79/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 8 wins, 4 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q21/3 |
LoseSCHW / S&P -1.47% / 15.20% |
WinSCHW / S&P 20.34% / 15.00% |
LoseSCHW / S&P 47.58% / 50.40% |
Non-scoringSCHW / S&P 38.79% / 15.70% | Non-scoringSCHW / S&P 15.89 / 28.47 | Non-scoringSCHW / S&P 3.20 / S&P unavailable | Non-scoringSCHW / S&P SCHW unavailable / S&P unavailable | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.36b |
| 2026-Q12/3 |
LoseSCHW / S&P -5.62% / -4.33% |
WinSCHW / S&P 21.20% / 11.30% |
WinSCHW / S&P 52.42% / 27.70% |
Non-scoringSCHW / S&P 37.99% / 14.80% | Non-scoringSCHW / S&P 17.48 / 25.43 | Non-scoringSCHW / S&P 3.34 / S&P unavailable | Non-scoringSCHW / S&P SCHW unavailable / S&P unavailable | Non-scoringSCHW / S&P SCHW unavailable / $0.27b | Non-scoringSCHW / S&P SCHW unavailable / $0.00b |
| 2025-Q43/3 |
WinSCHW / S&P 4.95% / 2.65% |
WinSCHW / S&P 22.01% / 9.00% |
WinSCHW / S&P 55.52% / 13.40% |
Non-scoringSCHW / S&P 37.01% / 13.20% | Non-scoringSCHW / S&P 20.06 / 28.48 | Non-scoringSCHW / S&P 3.59 / 5.39 | Non-scoringSCHW / S&P SCHW unavailable / $4.42m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.20b |
| 2025-Q32/3 |
LoseSCHW / S&P 4.93% / 8.12% |
WinSCHW / S&P 22.30% / 4.61% |
WinSCHW / S&P 66.80% / 13.45% |
Non-scoringSCHW / S&P 35.93% / 11.78% | Non-scoringSCHW / S&P 21.05 / 28.13 | Non-scoringSCHW / S&P 3.51 / 5.27 | Non-scoringSCHW / S&P SCHW unavailable / $4.42m | Non-scoringSCHW / S&P SCHW unavailable / $0.11b | Non-scoringSCHW / S&P SCHW unavailable / $0.00b |
| 2025-Q23/3 |
WinSCHW / S&P 16.93% / 10.94% |
WinSCHW / S&P 16.93% / 4.83% |
WinSCHW / S&P 54.36% / 10.63% |
Non-scoringSCHW / S&P 33.68% / 11.45% | Non-scoringSCHW / S&P 22.76 / 27.10 | Non-scoringSCHW / S&P 3.35 / 5.01 | Non-scoringSCHW / S&P SCHW unavailable / $4.42m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.23b |
| 2025-Q13/3 |
WinSCHW / S&P 6.12% / -4.27% |
WinSCHW / S&P 10.86% / 4.98% |
WinSCHW / S&P 38.08% / 10.57% |
Non-scoringSCHW / S&P 31.71% / 11.39% | Non-scoringSCHW / S&P 21.88 / 26.23 | Non-scoringSCHW / S&P 2.87 / 4.69 | Non-scoringSCHW / S&P SCHW unavailable / $4.42m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.10b |
| 2024-Q42/3 |
WinSCHW / S&P 14.59% / 2.41% |
LoseSCHW / S&P 4.08% / 5.25% |
WinSCHW / S&P 17.72% / 6.15% |
Non-scoringSCHW / S&P 30.31% / 11.29% | Non-scoringSCHW / S&P SCHW unavailable / 28.60 | Non-scoringSCHW / S&P SCHW unavailable / 4.99 | Non-scoringSCHW / S&P SCHW unavailable / $4.28m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.08b |
| 2024-Q30/3 |
LoseSCHW / S&P -11.70% / 5.89% |
LoseSCHW / S&P -5.73% / 5.89% |
LoseSCHW / S&P -14.67% / 6.11% |
Non-scoringSCHW / S&P 27.47% / 10.87% | Non-scoringSCHW / S&P SCHW unavailable / 28.09 | Non-scoringSCHW / S&P SCHW unavailable / 4.94 | Non-scoringSCHW / S&P SCHW unavailable / $4.28m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.21b |
| 2024-Q20/3 |
LoseSCHW / S&P 2.20% / 4.28% |
LoseSCHW / S&P -10.95% / 5.38% |
LoseSCHW / S&P -29.74% / 5.12% |
Non-scoringSCHW / S&P 26.30% / 10.85% | Non-scoringSCHW / S&P SCHW unavailable / 27.64 | Non-scoringSCHW / S&P SCHW unavailable / 4.79 | Non-scoringSCHW / S&P SCHW unavailable / $4.28m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.36b |
| 2024-Q10/3 |
LoseSCHW / S&P 5.57% / 10.56% |
LoseSCHW / S&P -12.94% / 5.71% |
LoseSCHW / S&P -34.70% / 5.59% |
Non-scoringSCHW / S&P 26.14% / 10.81% | Non-scoringSCHW / S&P SCHW unavailable / 27.02 | Non-scoringSCHW / S&P SCHW unavailable / 4.71 | Non-scoringSCHW / S&P SCHW unavailable / $4.28m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.12b |
| 2023-Q41/3 |
WinSCHW / S&P 25.89% / 11.69% |
LoseSCHW / S&P -9.27% / 6.81% |
LoseSCHW / S&P -27.43% / 7.78% |
Non-scoringSCHW / S&P 26.90% / 11.19% | Non-scoringSCHW / S&P SCHW unavailable / 24.35 | Non-scoringSCHW / S&P SCHW unavailable / 4.31 | Non-scoringSCHW / S&P SCHW unavailable / $4.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.01b |
| 2023-Q31/3 |
WinSCHW / S&P -2.77% / -3.27% |
LoseSCHW / S&P -0.49% / 7.52% |
LoseSCHW / S&P -9.09% / -5.03% |
Non-scoringSCHW / S&P 30.14% / 10.84% | Non-scoringSCHW / S&P SCHW unavailable / 23.93 | Non-scoringSCHW / S&P SCHW unavailable / 3.98 | Non-scoringSCHW / S&P SCHW unavailable / $4.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.24b |
| 2023-Q22/3 |
WinSCHW / S&P 8.78% / 8.74% |
LoseSCHW / S&P 9.06% / 9.50% |
WinSCHW / S&P 12.46% / -8.57% |
Non-scoringSCHW / S&P 33.15% / 10.88% | Non-scoringSCHW / S&P SCHW unavailable / 24.01 | Non-scoringSCHW / S&P SCHW unavailable / 4.19 | Non-scoringSCHW / S&P SCHW unavailable / $4.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.17b |
| 2023-Q12/3 |
LoseSCHW / S&P -36.89% / 7.50% |
WinSCHW / S&P 14.77% / 10.77% |
WinSCHW / S&P 32.13% / -15.69% |
Non-scoringSCHW / S&P 34.82% / 10.82% | Non-scoringSCHW / S&P SCHW unavailable / 22.66 | Non-scoringSCHW / S&P SCHW unavailable / 3.93 | Non-scoringSCHW / S&P SCHW unavailable / $4.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.13b |
| 2022-Q43/3 |
WinSCHW / S&P 16.17% / 7.56% |
WinSCHW / S&P 12.11% / 11.88% |
WinSCHW / S&P 23.67% / -17.99% |
Non-scoringSCHW / S&P 34.60% / 11.09% | Non-scoringSCHW / S&P SCHW unavailable / 22.65 | Non-scoringSCHW / S&P SCHW unavailable / 3.75 | Non-scoringSCHW / S&P SCHW unavailable / $3.70m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.15b |
| 2022-Q32/3 |
WinSCHW / S&P 14.11% / -4.88% |
LoseSCHW / S&P 11.04% / 13.47% |
WinSCHW / S&P 25.00% / -1.41% |
Non-scoringSCHW / S&P 34.02% / 12.28% | Non-scoringSCHW / S&P SCHW unavailable / 20.58 | Non-scoringSCHW / S&P SCHW unavailable / 3.60 | Non-scoringSCHW / S&P SCHW unavailable / $3.70m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.17b |
| 2022-Q22/3 |
LoseSCHW / S&P -24.83% / -16.10% |
WinSCHW / S&P 20.02% / 13.71% |
WinSCHW / S&P 28.15% / 11.04% |
Non-scoringSCHW / S&P 33.09% / 13.03% | Non-scoringSCHW / S&P SCHW unavailable / 20.28 | Non-scoringSCHW / S&P SCHW unavailable / 3.78 | Non-scoringSCHW / S&P SCHW unavailable / $3.70m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.17b |
| 2022-Q12/3 |
WinSCHW / S&P 0.46% / -4.60% |
WinSCHW / S&P 34.00% / 15.97% |
LoseSCHW / S&P 22.03% / 42.23% |
Non-scoringSCHW / S&P 31.24% / 14.22% | Non-scoringSCHW / S&P SCHW unavailable / 22.19 | Non-scoringSCHW / S&P SCHW unavailable / 4.51 | Non-scoringSCHW / S&P SCHW unavailable / $3.70m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.20b |
| 2021-Q42/3 |
WinSCHW / S&P 15.72% / 11.03% |
WinSCHW / S&P 58.41% / 15.00% |
LoseSCHW / S&P 33.49% / 96.40% |
Non-scoringSCHW / S&P 31.61% / 15.13% | Non-scoringSCHW / S&P SCHW unavailable / 23.63 | Non-scoringSCHW / S&P SCHW unavailable / 4.73 | Non-scoringSCHW / S&P SCHW unavailable / $3.63m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.13b |
| 2021-Q31/3 |
LoseSCHW / S&P 0.28% / 0.58% |
WinSCHW / S&P 77.73% / 10.77% |
LoseSCHW / S&P 22.22% / 69.42% |
Non-scoringSCHW / S&P 30.08% / 14.13% | Non-scoringSCHW / S&P SCHW unavailable / 25.35 | Non-scoringSCHW / S&P SCHW unavailable / 4.38 | Non-scoringSCHW / S&P SCHW unavailable / $3.63m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.19b |
| 2021-Q22/3 |
WinSCHW / S&P 12.00% / 8.55% |
WinSCHW / S&P 52.79% / 6.58% |
LoseSCHW / S&P 0.00% / 51.81% |
Non-scoringSCHW / S&P 28.88% / 13.34% | Non-scoringSCHW / S&P SCHW unavailable / 26.70 | Non-scoringSCHW / S&P SCHW unavailable / 4.43 | Non-scoringSCHW / S&P SCHW unavailable / $3.63m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.11b |
| 2021-Q12/3 |
WinSCHW / S&P 23.29% / 6.17% |
WinSCHW / S&P 29.90% / -1.06% |
LoseSCHW / S&P -11.33% / 7.39% |
Non-scoringSCHW / S&P 28.92% / 11.60% | Non-scoringSCHW / S&P SCHW unavailable / 30.50 | Non-scoringSCHW / S&P SCHW unavailable / 4.23 | Non-scoringSCHW / S&P SCHW unavailable / $3.63m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.10b |
| 2020-Q43/3 |
WinSCHW / S&P 46.97% / 12.15% |
WinSCHW / S&P 9.05% / -3.72% |
WinSCHW / S&P -20.60% / -33.42% |
Non-scoringSCHW / S&P 28.22% / 8.86% | Non-scoringSCHW / S&P SCHW unavailable / 39.26 | Non-scoringSCHW / S&P SCHW unavailable / 4.05 | Non-scoringSCHW / S&P SCHW unavailable / $3.17m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.01b |
| 2020-Q31/3 |
LoseSCHW / S&P 7.95% / 8.93% |
LoseSCHW / S&P -6.15% / -2.04% |
WinSCHW / S&P -20.30% / -27.10% |
Non-scoringSCHW / S&P 29.80% / 9.24% | Non-scoringSCHW / S&P 15.48 / 34.27 | Non-scoringSCHW / S&P 1.49 / 3.65 | Non-scoringSCHW / S&P SCHW unavailable / $3.17m | Non-scoringSCHW / S&P SCHW unavailable / $0.02b | Non-scoringSCHW / S&P SCHW unavailable / $0.00b |
| 2020-Q21/3 |
LoseSCHW / S&P 0.88% / 20.54% |
LoseSCHW / S&P -2.52% / -0.46% |
WinSCHW / S&P -10.53% / -27.11% |
Non-scoringSCHW / S&P 31.48% / 9.37% | Non-scoringSCHW / S&P 13.29 / 31.29 | Non-scoringSCHW / S&P 1.41 / 3.44 | Non-scoringSCHW / S&P SCHW unavailable / $3.17m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.03b |
| 2020-Q11/3 |
LoseSCHW / S&P -29.04% / -19.60% |
LoseSCHW / S&P 1.51% / 3.47% |
WinSCHW / S&P -1.54% / -14.75% |
Non-scoringSCHW / S&P 33.30% / 10.68% | Non-scoringSCHW / S&P 12.23 / 22.80 | Non-scoringSCHW / S&P 1.65 / 2.92 | Non-scoringSCHW / S&P SCHW unavailable / $3.17m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.05b |
| 2019-Q43/3 |
WinSCHW / S&P 14.15% / 9.07% |
WinSCHW / S&P 5.81% / 5.36% |
WinSCHW / S&P 8.54% / 2.99% |
Non-scoringSCHW / S&P 34.55% / 12.81% | Non-scoringSCHW / S&P 16.46 / 22.78 | Non-scoringSCHW / S&P 2.80 / 3.53 | Non-scoringSCHW / S&P SCHW unavailable / $3.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.05b |
| 2019-Q33/3 |
WinSCHW / S&P 4.55% / 1.70% |
WinSCHW / S&P 11.12% / 5.02% |
WinSCHW / S&P 23.18% / 0.21% |
Non-scoringSCHW / S&P 35.12% / 12.41% | Non-scoringSCHW / S&P 14.44 / 22.44 | Non-scoringSCHW / S&P 2.56 / 3.30 | Non-scoringSCHW / S&P SCHW unavailable / $3.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.09b |
| 2019-Q22/3 |
LoseSCHW / S&P -5.64% / 4.30% |
WinSCHW / S&P 14.65% / 6.64% |
WinSCHW / S&P 35.03% / 8.65% |
Non-scoringSCHW / S&P 35.29% / 12.79% | Non-scoringSCHW / S&P 14.27 / 21.37 | Non-scoringSCHW / S&P 2.52 / 3.32 | Non-scoringSCHW / S&P SCHW unavailable / $3.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.27b |
| 2019-Q12/3 |
LoseSCHW / S&P 3.34% / 13.65% |
WinSCHW / S&P 17.03% / 8.12% |
WinSCHW / S&P 47.73% / 14.29% |
Non-scoringSCHW / S&P 35.27% / 12.97% | Non-scoringSCHW / S&P 15.45 / 20.86 | Non-scoringSCHW / S&P 2.64 / 3.26 | Non-scoringSCHW / S&P SCHW unavailable / $3.08m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $34.35b |
| 2018-Q42/3 |
LoseSCHW / S&P -15.28% / -13.52% |
WinSCHW / S&P 17.57% / 9.05% |
WinSCHW / S&P 53.75% / 18.23% |
Non-scoringSCHW / S&P 34.61% / 13.10% | Non-scoringSCHW / S&P 15.99 / 19.39 | Non-scoringSCHW / S&P 2.71 / 2.94 | Non-scoringSCHW / S&P SCHW unavailable / $3.00m | Non-scoringSCHW / S&P SCHW unavailable / $0.01b | Non-scoringSCHW / S&P SCHW unavailable / $0.00b |
| 2018-Q32/3 |
LoseSCHW / S&P -3.57% / 7.71% |
WinSCHW / S&P 16.26% / 10.21% |
WinSCHW / S&P 41.03% / 19.06% |
Non-scoringSCHW / S&P 32.65% / 13.01% | Non-scoringSCHW / S&P 20.95 / 22.25 | Non-scoringSCHW / S&P 3.19 / 3.45 | Non-scoringSCHW / S&P SCHW unavailable / $3.00m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.17b |
| 2018-Q22/3 |
LoseSCHW / S&P -1.98% / 3.43% |
WinSCHW / S&P 14.75% / 9.03% |
WinSCHW / S&P 32.21% / 14.46% |
Non-scoringSCHW / S&P 30.83% / 12.56% | Non-scoringSCHW / S&P 24.07 / 22.49 | Non-scoringSCHW / S&P 3.43 / 3.25 | Non-scoringSCHW / S&P SCHW unavailable / $3.00m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.19b |
| 2018-Q13/3 |
WinSCHW / S&P 1.85% / -0.76% |
WinSCHW / S&P 14.62% / 7.68% |
WinSCHW / S&P 25.71% / 12.46% |
Non-scoringSCHW / S&P 28.80% / 12.27% | Non-scoringSCHW / S&P 27.33 / 23.41 | Non-scoringSCHW / S&P 3.64 / 3.17 | Non-scoringSCHW / S&P SCHW unavailable / $3.00m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.08b |
| 2017-Q43/3 |
WinSCHW / S&P 17.66% / 6.64% |
WinSCHW / S&P 15.24% / 7.03% |
WinSCHW / S&P 23.08% / 13.82% |
Non-scoringSCHW / S&P 27.31% / 12.09% | Non-scoringSCHW / S&P 29.25 / 24.25 | Non-scoringSCHW / S&P 3.72 / 3.23 | Non-scoringSCHW / S&P SCHW unavailable / $2.92m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.05b |
| 2017-Q32/3 |
LoseSCHW / S&P 2.01% / 4.48% |
WinSCHW / S&P 15.99% / 5.68% |
WinSCHW / S&P 26.83% / 17.57% |
Non-scoringSCHW / S&P 27.30% / 12.04% | Non-scoringSCHW / S&P 25.70 / 23.28 | Non-scoringSCHW / S&P 3.25 / 3.08 | Non-scoringSCHW / S&P SCHW unavailable / $2.92m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.11b |
| 2017-Q23/3 |
WinSCHW / S&P 5.48% / 3.09% |
WinSCHW / S&P 17.69% / 4.83% |
WinSCHW / S&P 28.45% / 17.74% |
Non-scoringSCHW / S&P 26.73% / 11.96% | Non-scoringSCHW / S&P 26.54 / 23.40 | Non-scoringSCHW / S&P 3.28 / 3.03 | Non-scoringSCHW / S&P SCHW unavailable / $2.92m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.08b |
| 2017-Q12/3 |
LoseSCHW / S&P 3.60% / 6.07% |
WinSCHW / S&P 17.78% / 3.67% |
WinSCHW / S&P 26.13% / 13.32% |
Non-scoringSCHW / S&P 26.18% / 11.75% | Non-scoringSCHW / S&P 26.69 / 23.60 | Non-scoringSCHW / S&P 3.21 / 3.01 | Non-scoringSCHW / S&P SCHW unavailable / $2.92m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $20.24b |
| 2016-Q43/3 |
WinSCHW / S&P 25.29% / 3.82% |
WinSCHW / S&P 17.21% / 2.09% |
WinSCHW / S&P 25.00% / 7.05% |
Non-scoringSCHW / S&P 25.26% / 11.37% | Non-scoringSCHW / S&P 27.70 / 23.76 | Non-scoringSCHW / S&P 3.19 / 2.91 | Non-scoringSCHW / S&P SCHW unavailable / $2.88m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $1.11b |
| 2016-Q33/3 |
WinSCHW / S&P 25.02% / 3.85% |
WinSCHW / S&P 15.34% / 0.20% |
WinSCHW / S&P 23.00% / -3.15% |
Non-scoringSCHW / S&P 24.77% / 10.82% | Non-scoringSCHW / S&P 23.43 / 24.22 | Non-scoringSCHW / S&P 2.70 / 2.78 | Non-scoringSCHW / S&P SCHW unavailable / $2.88m | Non-scoringSCHW / S&P SCHW unavailable / $0.00b | Non-scoringSCHW / S&P SCHW unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | SCHW total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 14.18% | 20.78% |
| Annualized return | 14.18% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | SCHW total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 57.82% | 83.14% |
| Annualized return | 9.55% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | SCHW total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 296.44% | 319.30% |
| Annualized return | 14.77% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.