Schwab Charles's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Schwab Charles's ROA in the third quarter of 2026?
Schwab Charles Corp achieved a return on average assets (ROA) of 2.13 % in its third quarter of 2026, this is above SCHW's average return on assets of 1.41%.
Schwab Charles Corps assets during the 12 months ending in the third quarter of 2026 are valued at $499 billion

ROA has improved compared to 2.05% in the second quarter of 2026, due to net income growth.

However, within the Financial sector 325 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 1842, from total ROA ranking in the second quarter of 2026 at 2186.

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Return On Assets	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Total Assets Change	6.73 %	12.71 %	9.27 %	-9.63 %	27.51 %
Y / Y Net Income Change	23.24 %	31.7 %	29.86 %	33.64 %	67.47 %
Net Income (TTM) in million	10,644	10,096	9,422	8,852	8,233
Return On Assets (TTM)	2.13 %	2.05 %	1.97 %	1.9 %	1.72 %
SCHW's Total Ranking	# 1842	# 2186	# 1911	# 1965	# 2001
Total Assets (TTM) in million	496,577	517,266	493,319	490,995	465,255
Seq. Total Assets Change	-4 %	4.85 %	0.47 %	5.53 %	1.38 %
Seq. Net Income Change	3.79 %	12.95 %	0.81 %	4.28 %	10.91 %

SCHW's 5 Years Annual ROA >> Back to SCHW Management Effectiveness >> Compare SCHW ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 55
Sector	# 326
Overall	# 1794

Return On Assets Statistics
High	Average	Low
5.6 %	1.41 %	0.53 %
(June 30, 2008)		(Dec. 30. 2010)

Financial Statements
Schwab Charles's Assets	$ 496,577 million	SCHW's Balance sheet
Schwab Charles's Income	$ 2,906 million	Quarterly SCHW's Income Statement
SCHW's Income by Division		See SCHW's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	6.09 %	3.43 %	-7.25 %	-39.1 %	21.54 %
Total Assets in million	413,614	389,855	376,929	406,379	667,270
Y / Y Net Income Change	48.97 %	17.27 %	-29.46 %	22.68 %	77.48 %
Net Income in million	8,852	5,942	5,067	7,183	5,855
Annual Return On Assets	2.14 %	1.52 %	1.34 %	1.77 %	0.88 %

SCHW's 5 Years Annual ROA >> Back to SCHW Management Effectiveness >> Compare SCHW ROA to its Competitors

Comment on SCHW's ROA in the fiscal year ending 2025

In the fiscal year 2025 ROA improved to 2.14 % compared to prior year, due to annual net income growth of 48.97 % to $8,852.00 million, while value of Schwab Charles's overall assets grew just by 6.09 % to $413,614.00 million, compared to $413,614.00 a year before.

More Return On Assets Ratios
SCHW's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
SCHW's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for SCHW's Competitors
Subscribers only: Roa for Schwab Charles's Suppliers
Subscribers only: Return On Assets for SCHW's Customers

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SCHW's Roe	SCHW's Valuation Ratios	SCHW's Financial Strength Ratios	SCHW's Dividend Payout Ratio

Companies with similar Return On Assets at Sep 30 2026, within Financial Sector	ROA
Travelers Companies inc	5.82 %
Eastgroup Properties Inc	5.69 %
Kite Realty Group Trust	5.52 %
Diamondrock Hospitality Co	5.42 %
Primerica Inc	5.41 %
Enova International Inc	5.41 %
American Tower Corporation	5.36 %
Unitedhealth Group Incorporated	5.30 %
Willis Towers Watson Plc	5.26 %
Perella Weinberg Partners	5.15 %
The Hartford Insurance Group Inc	5.10 %
Epr Properties	5.06 %
Vici Properties Inc	5.00 %
Brixmor Property Group Inc	4.70 %
Westwood Holdings Group Inc	4.61 %
Centerspace	4.61 %
Renaissancere Holdings Ltd	4.58 %
Hanover Insurance Group Inc	4.45 %
Ryman Hospitality Properties inc	4.37 %
Lazard Inc	4.17 %
Tpg Inc	4.17 %
W R Berkley Corp	4.16 %
First American Financial Corporation	4.13 %
Brown and Brown Inc	4.12 %
Elevance Health Inc	4.09 %
Robinhood Markets Inc	4.03 %
American Express Company	3.99 %
Equinix Inc	3.95 %
Four Corners Property Trust Inc	3.90 %
Credit Acceptance Corp	3.87 %

Date modified: 2026-11-08T19:44:43+00:00

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