SCHW ROE | SCHWAB CHARLES CORP

SCHWAB CHARLES CORP ROE

Return on equity (ROE) is the profit a company earns for every dollar of shareholder money invested in it, shown as a percentage. It is net income divided by shareholder equity, and the table shows both amounts: the profit earned and the equity it was earned on. A higher ROE means more profit per dollar of equity, but ROE also rises when equity shrinks through buybacks, dividends or losses, and it has no meaning for a company with negative equity. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

SCHWAB CHARLES CORP roe for the quarter ending 2026-06-30 was 20.13%, a 36.70% increase year-over-year.
SCHWAB CHARLES CORP roe for the quarter ending 2026-03-31 was 19.14%, a 46.02% increase year-over-year.
SCHWAB CHARLES CORP roe for the quarter ending 2025-12-31 was 17.91%, a 45.81% increase year-over-year.
SCHWAB CHARLES CORP roe for the quarter ending 2025-09-30 was 16.67%, a 52.93% increase year-over-year.
SCHWAB CHARLES CORP roe for fiscal 2025 was 17.91%, a 45.81% increase from fiscal 2024.
SCHWAB CHARLES CORP roe for fiscal 2024 was 12.28%, a 0.71% decline from fiscal 2023.
SCHWAB CHARLES CORP roe for fiscal 2023 was 12.37%, a 36.95% decline from fiscal 2022.
SCHWAB CHARLES CORP roe for fiscal 2022 was 19.62%, a 88.54% increase from fiscal 2021.

Available history: 2007-12-31 to 2026-06-30
Data captured: 2026-06-30

Historical ROE

Date	ROE	Net income 12 month	Net income 3 month	Shareholder equity
2026-06-30	20.13%	$10.1B	$2.80B	$50.15B
2026-03-31	19.14%	$9.42B	$2.48B	$49.23B
2025-12-31	17.91%	$8.85B	-$6.38B	$49.43B
2025-09-30	16.67%	$8.23B	$2.36B	$49.38B
2025-06-30	14.73%	$7.28B	$2.13B	$49.45B
2025-03-31	13.11%	$6.49B	$1.91B	$49.51B
2024-12-31	12.28%	$5.94B	-$4.10B	$48.38B
2024-09-30	10.90%	$5.15B	$1.41B	$47.22B
2024-06-30	11.07%	$4.86B	$1.33B	$43.95B
2024-03-31	11.38%	$4.83B	$1.36B	$42.41B
2023-12-31	12.37%	$5.07B	-$4.02B	$40.96B
2023-09-30	15.85%	$5.99B	$1.13B	$37.78B
2023-06-30	18.53%	$6.89B	$1.29B	$37.15B
2023-03-31	20.32%	$7.38B	$1.60B	$36.35B
2022-12-31	19.62%	$7.18B	-$5.21B	$36.61B
2022-09-30	18.34%	$6.8B	$2.02B	$37.04B
2022-06-30	14.16%	$6.3B	$1.79B	$44.51B
2022-03-31	12.00%	$5.77B	$1.40B	$48.1B
2021-12-31	10.41%	$5.86B	-$4.27B	$56.26B
2021-09-30	9.42%	$5.41B	$1.53B	$57.44B
2021-06-30	7.98%	$4.58B	$1.26B	$57.45B
2021-03-31	7.17%	$3.99B	$1.48B	$55.59B
2020-12-31	5.88%	$3.3B	$1.14B	$56.06B
2020-09-30	9.63%	$3.02B	$698.00M	$31.33B
2020-06-30	10.61%	$3.27B	$671.00M	$30.82B
2020-03-31	13.46%	$3.54B	$795.00M	$26.27B
2019-12-31	17.03%	$3.7B	$852.00M	$21.75B
2019-09-30	17.73%	$3.79B	$951.00M	$21.35B
2019-06-30	17.63%	$3.76B	$937.00M	$21.32B
2019-03-31	17.05%	$3.69B	$964.00M	$21.63B
2018-12-31	16.97%	$3.51B	$935.00M	$20.67B
2018-09-30	15.21%	$3.17B	$923.00M	$20.83B
2018-06-30	14.25%	$2.86B	$866.00M	$20.1B
2018-03-31	13.31%	$2.57B	$783.00M	$19.33B
2017-12-31	12.71%	$2.35B	$597.00M	$18.53B
2017-09-30	12.64%	$2.28B	$618.00M	$18.03B
2017-06-30	12.37%	$2.16B	$575.00M	$17.49B
2017-03-31	12.02%	$2.04B	$564.00M	$16.98B
2016-12-31	11.50%	$1.89B	$522.00M	$16.42B
2016-09-30	11.53%	$1.78B	$503.00M	$15.47B
2016-06-30	11.05%	$1.66B	$452.00M	$14.99B
2016-03-31	10.73%	$1.56B	$412.00M	$14.51B
2015-12-31	10.80%	$1.45B	$416.00M	$13.4B
2015-09-30	10.47%	$1.38B	$376.00M	$13.2B
2015-06-30	10.67%	$1.33B	$353.00M	$12.42B
2015-03-31	10.67%	$1.3B	$302.00M	$12.16B
2014-12-31	11.19%	$1.32B	$350.00M	$11.8B
2014-09-30	11.24%	$1.29B	$321.00M	$11.47B
2014-06-30	11.27%	$1.26B	$324.00M	$11.17B
2014-03-31	11.01%	$1.19B	$326.00M	$10.82B
2013-12-31	10.32%	$1.07B	$319.00M	$10.38B
2013-09-30	9.58%	$963M	$290.00M	$10.05B
2013-06-30	9.47%	$920M	$256.00M	$9.72B
2013-03-31	9.61%	$939M	$206.00M	$9.78B
2012-12-31	9.68%	$928M	$211.00M	$9.59B
2012-09-30	9.30%	$880M	$247.00M	$9.47B
2012-06-30	9.36%	$853M	$275.00M	$9.11B
2012-03-31	9.79%	$816M	$195.00M	$8.34B
2011-12-31	11.20%	$864M	$163.00M	$7.71B
2011-09-30	10.71%	$820M	$220.00M	$7.66B
2011-06-30	10.75%	$724M	$238.00M	$6.73B
2011-03-31	10.65%	$691M	$243.00M	$6.49B
2010-12-31	7.29%	$454M	$119.00M	$6.23B
2010-09-30	8.27%	$499M	$124.00M	$6.04B
2010-06-30	9.78%	$575M	$205.00M	$5.88B
2010-03-31	10.14%	$575M	$6.00M	$5.67B
2009-12-31	15.51%	$787M	$164.00M	$5.07B
2009-09-30	18.99%	$931M	$200.00M	$4.9B
2009-06-30	22.43%	$1.04B	$205.00M	$4.61B

Annual ROE

Date	ROE	Net income 12 month	Shareholder equity
2025-12-31	17.91%	$8.85B	$49.43B
2024-12-31	12.28%	$5.94B	$48.38B
2023-12-31	12.37%	$5.07B	$40.96B
2022-12-31	19.62%	$7.18B	$36.61B
2021-12-31	10.41%	$5.86B	$56.26B
2020-12-31	5.88%	$3.3B	$56.06B
2019-12-31	17.03%	$3.7B	$21.75B
2018-12-31	16.97%	$3.51B	$20.67B
2017-12-31	12.71%	$2.35B	$18.53B
2016-12-31	11.50%	$1.89B	$16.42B
2015-12-31	10.80%	$1.45B	$13.4B
2014-12-31	11.19%	$1.32B	$11.8B
2013-12-31	10.32%	$1.07B	$10.38B
2012-12-31	9.68%	$928M	$9.59B
2011-12-31	11.20%	$864M	$7.71B
2010-12-31	7.29%	$454M	$6.23B
2009-12-31	15.51%	$787M	$5.07B
2008-12-31	29.84%	$1.21B	$4.06B
2007-12-31	64.50%	$2.41B	$3.73B

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