Schwab Charles's ROE per quarter

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

What is ROE for Schwab Charles in the third quarter 2026?
Schwab Charles Corp achieved a return on average equity (ROE) of 21.26 % in its third quarter 2026, this is above SCHW's average return on equity of 16.87%.
Schwab Charles Corps equity during the 12 months ending in the third quarter 2026 are valued at $50 billion

ROE has advanced compared to 20.38% in the second quarter 2026, due to net income growth.

Within the Investment Services industry 25 other companies had a higher return on equity. While Return on equity, overall ranking has advanced in the quarter, so far to 704, from total ROE ranking in the second quarter 2026 at 848.

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Return on Equity ROE▼

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Return On Equity	(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 Equity Change	4.18 %	1.41 %	-0.56 %	2.17 %	-
Y / Y Net Income Change	23.24 %	31.7 %	29.86 %	33.64 %	67.47 %
Net Income (TTM) in Millions	10,644	10,096	9,422	8,852	8,233
Return On Equity (TTM)	21.26 %	20.38 %	19.08 %	17.9 %	16.74 %
SCHW's Total Ranking	# 704	# 848	# 790	# 888	# 983
Equity (TTM) in Millions	51,446	50,147	49,234	49,425	49,384
Seq. Equity Change	2.59 %	1.85 %	-0.39 %	0.08 %	-0.14 %
Seq. Net Income Change	3.79 %	12.95 %	0.81 %	4.28 %	10.91 %

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

Return On Equity Company Ranking
Within:	No.
Industry	# 26
Sector	# 127
Overall	# 704

Return On Equity Statistics
High	Average	Low
67 %	16.87 %	7.63 %
(June 30, 2008)		(Dec. 30. 2010)

SCHW Annual Return On Equity	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Equity in Millions	49,425	48,375	40,958	36,608	56,261
Y / Y Equity Change	2.17 %	18.11 %	11.88 %	-34.93 %	0.36 %
Net Income in Millions	8,852	5,942	5,067	7,183	5,855
Y / Y Net Income Change	48.97 %	17.27 %	-29.46 %	22.68 %	77.48 %
Return On Equity	17.91 %	12.28 %	12.37 %	19.62 %	10.41 %

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

Annual Roe Comment

In 2025 ROE improved to 17.91 % compared to the previous year, due to net income growth.

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

Companies with similar Return On Equity at Sep 30 2026, within Financial Sector	ROE
Brookfield Asset Management Ltd	55.82 %
Slide Insurance Holdings Inc	49.36 %
Tiptree Inc	46.36 %
Site Centers Corp	41.84 %
Morningstar inc	41.54 %
Aon Plc	40.15 %
Universal Insurance Holdings Inc	38.46 %
Ltc Properties Inc	37.63 %
American Express Company	35.64 %
Progressive Corp	35.44 %
Federated Hermes Inc	34.54 %
American Tower Corporation	33.40 %
Kingstone Companies Inc	33.40 %
Atlanticus Holdings Corp	32.48 %
Lincoln National Corporation	31.64 %
Hci Group Inc	31.64 %
Exzeo Group Inc	31.56 %
Primerica Inc	30.94 %
Ryman Hospitality Properties inc	30.39 %
Sei Investments Company	29.69 %
Miami International Holdings Inc	27.70 %
Marsh and Mclennan Companies Inc	27.25 %
Hamilton Lane Incorporated	27.24 %
Slm Corp	27.19 %
Cboe Global Markets Inc	26.79 %
Kinsale Capital Group Inc	26.66 %
Cohen and Steers Inc	26.42 %
Enova International Inc	26.36 %
Travelers Companies inc	26.20 %
Pagaya Technologies Ltd	25.00 %

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

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