SCHWAB CHARLES CORP (SCHW) Scorecard
- 2026-Q2: Total return Lose; Revenue growth Win; EPS growth Lose.
- 2026-Q1: Total return Lose; Revenue growth Win; EPS growth Win.
- 2025-Q4: Total return Win; Revenue growth Win; EPS growth Win.
- 2025-Q3: Total return Lose; Revenue growth Win; EPS growth Win.
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.
Trailing 1 year (4 quarters): 8 wins, 4 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q21/3 |
LoseSCHW / S&P -1.47% / 15.20% |
WinSCHW / S&P 20.34% / 15.00% |
LoseSCHW / S&P 47.58% / 50.40% |
| 2026-Q12/3 |
LoseSCHW / S&P -5.62% / -4.33% |
WinSCHW / S&P 21.20% / 11.30% |
WinSCHW / S&P 52.42% / 27.70% |
| 2025-Q43/3 |
WinSCHW / S&P 4.95% / 2.65% |
WinSCHW / S&P 22.01% / 9.00% |
WinSCHW / S&P 55.52% / 13.40% |
| 2025-Q32/3 |
LoseSCHW / S&P 4.93% / 8.12% |
WinSCHW / S&P 22.30% / 4.61% |
WinSCHW / S&P 66.80% / 13.45% |
| 2025-Q23/3 |
WinSCHW / S&P 16.93% / 10.94% |
WinSCHW / S&P 16.93% / 4.83% |
WinSCHW / S&P 54.36% / 10.63% |
| 2025-Q13/3 |
WinSCHW / S&P 6.12% / -4.27% |
WinSCHW / S&P 10.86% / 4.98% |
WinSCHW / S&P 38.08% / 10.57% |
| 2024-Q42/3 |
WinSCHW / S&P 14.59% / 2.41% |
LoseSCHW / S&P 4.08% / 5.25% |
WinSCHW / S&P 17.72% / 6.15% |
| 2024-Q30/3 |
LoseSCHW / S&P -11.70% / 5.89% |
LoseSCHW / S&P -5.73% / 5.89% |
LoseSCHW / S&P -14.67% / 6.11% |
| 2024-Q20/3 |
LoseSCHW / S&P 2.20% / 4.28% |
LoseSCHW / S&P -10.95% / 5.38% |
LoseSCHW / S&P -29.74% / 5.12% |
| 2024-Q10/3 |
LoseSCHW / S&P 5.57% / 10.56% |
LoseSCHW / S&P -12.94% / 5.71% |
LoseSCHW / S&P -34.70% / 5.59% |
| 2023-Q41/3 |
WinSCHW / S&P 25.89% / 11.69% |
LoseSCHW / S&P -9.27% / 6.81% |
LoseSCHW / S&P -27.43% / 7.78% |
| 2023-Q31/3 |
WinSCHW / S&P -2.77% / -3.27% |
LoseSCHW / S&P -0.49% / 7.52% |
LoseSCHW / S&P -9.09% / -5.03% |
| 2023-Q22/3 |
WinSCHW / S&P 8.78% / 8.74% |
LoseSCHW / S&P 9.06% / 9.50% |
WinSCHW / S&P 12.46% / -8.57% |
| 2023-Q12/3 |
LoseSCHW / S&P -36.89% / 7.50% |
WinSCHW / S&P 14.77% / 10.77% |
WinSCHW / S&P 32.13% / -15.69% |
| 2022-Q43/3 |
WinSCHW / S&P 16.17% / 7.56% |
WinSCHW / S&P 12.11% / 11.88% |
WinSCHW / S&P 23.67% / -17.99% |
| 2022-Q32/3 |
WinSCHW / S&P 14.11% / -4.88% |
LoseSCHW / S&P 11.04% / 13.47% |
WinSCHW / S&P 25.00% / -1.41% |
| 2022-Q22/3 |
LoseSCHW / S&P -24.83% / -16.10% |
WinSCHW / S&P 20.02% / 13.71% |
WinSCHW / S&P 28.15% / 11.04% |
| 2022-Q12/3 |
WinSCHW / S&P 0.46% / -4.60% |
WinSCHW / S&P 34.00% / 15.97% |
LoseSCHW / S&P 22.03% / 42.23% |
| 2021-Q42/3 |
WinSCHW / S&P 15.72% / 11.03% |
WinSCHW / S&P 58.41% / 15.00% |
LoseSCHW / S&P 33.49% / 96.40% |
| 2021-Q31/3 |
LoseSCHW / S&P 0.28% / 0.58% |
WinSCHW / S&P 77.73% / 10.77% |
LoseSCHW / S&P 22.22% / 69.42% |
| 2021-Q22/3 |
WinSCHW / S&P 12.00% / 8.55% |
WinSCHW / S&P 52.79% / 6.58% |
LoseSCHW / S&P 0.00% / 51.81% |
| 2021-Q12/3 |
WinSCHW / S&P 23.29% / 6.17% |
WinSCHW / S&P 29.90% / -1.06% |
LoseSCHW / S&P -11.33% / 7.39% |
| 2020-Q43/3 |
WinSCHW / S&P 46.97% / 12.15% |
WinSCHW / S&P 9.05% / -3.72% |
WinSCHW / S&P -20.60% / -33.42% |
| 2020-Q31/3 |
LoseSCHW / S&P 7.95% / 8.93% |
LoseSCHW / S&P -6.15% / -2.04% |
WinSCHW / S&P -20.30% / -27.10% |
| 2020-Q21/3 |
LoseSCHW / S&P 0.88% / 20.54% |
LoseSCHW / S&P -2.52% / -0.46% |
WinSCHW / S&P -10.53% / -27.11% |
| 2020-Q11/3 |
LoseSCHW / S&P -29.04% / -19.60% |
LoseSCHW / S&P 1.51% / 3.47% |
WinSCHW / S&P -1.54% / -14.75% |
| 2019-Q43/3 |
WinSCHW / S&P 14.15% / 9.07% |
WinSCHW / S&P 5.81% / 5.36% |
WinSCHW / S&P 8.54% / 2.99% |
| 2019-Q33/3 |
WinSCHW / S&P 4.55% / 1.70% |
WinSCHW / S&P 11.12% / 5.02% |
WinSCHW / S&P 23.18% / 0.21% |
| 2019-Q22/3 |
LoseSCHW / S&P -5.64% / 4.30% |
WinSCHW / S&P 14.65% / 6.64% |
WinSCHW / S&P 35.03% / 8.65% |
| 2019-Q12/3 |
LoseSCHW / S&P 3.34% / 13.65% |
WinSCHW / S&P 17.03% / 8.12% |
WinSCHW / S&P 47.73% / 14.29% |
| 2018-Q42/3 |
LoseSCHW / S&P -15.28% / -13.52% |
WinSCHW / S&P 17.57% / 9.05% |
WinSCHW / S&P 53.75% / 18.23% |
| 2018-Q32/3 |
LoseSCHW / S&P -3.57% / 7.71% |
WinSCHW / S&P 16.26% / 10.21% |
WinSCHW / S&P 41.03% / 19.06% |
| 2018-Q22/3 |
LoseSCHW / S&P -1.98% / 3.43% |
WinSCHW / S&P 14.75% / 9.03% |
WinSCHW / S&P 32.21% / 14.46% |
| 2018-Q13/3 |
WinSCHW / S&P 1.85% / -0.76% |
WinSCHW / S&P 14.62% / 7.68% |
WinSCHW / S&P 25.71% / 12.46% |
| 2017-Q43/3 |
WinSCHW / S&P 17.66% / 6.64% |
WinSCHW / S&P 15.24% / 7.03% |
WinSCHW / S&P 23.08% / 13.82% |
| 2017-Q32/3 |
LoseSCHW / S&P 2.01% / 4.48% |
WinSCHW / S&P 15.99% / 5.68% |
WinSCHW / S&P 26.83% / 17.57% |
| 2017-Q23/3 |
WinSCHW / S&P 5.48% / 3.09% |
WinSCHW / S&P 17.69% / 4.83% |
WinSCHW / S&P 28.45% / 17.74% |
| 2017-Q12/3 |
LoseSCHW / S&P 3.60% / 6.07% |
WinSCHW / S&P 17.78% / 3.67% |
WinSCHW / S&P 26.13% / 13.32% |
| 2016-Q43/3 |
WinSCHW / S&P 25.29% / 3.82% |
WinSCHW / S&P 17.21% / 2.09% |
WinSCHW / S&P 25.00% / 7.05% |
| 2016-Q33/3 |
WinSCHW / S&P 25.02% / 3.85% |
WinSCHW / S&P 15.34% / 0.20% |
WinSCHW / S&P 23.00% / -3.15% |
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
Snapshot captured 2026-09-04.
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