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Schwab Charles Corp  (SCHW)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial


Schwab Charles's ROI from its fourth quarter of 2023 to the fourth quarter of 2022 and 5 Year Period

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

What is Schwab Charles's ROI in the fourth quarter of 2023?
Schwab Charles Corp achieved a return on average invested assets (ROI) of 1.01 % in its fourth quarter of 2023, which is below Schwab Charles's average return on investment, which stands at 8.39%.

ROI decreased relative to the period ending Sep 30 2023, due to the decline in net income.

Within the Financial sector 155 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Dec 31 2023 quarter, so far to 947, from total ROI ranking in the third quarter of 2023 at 2127.

Definition and Formula of Return on Investment


Return On Investment (Dec 31 2023)
IV. Quarter
(Sep 30 2023)
III. Quarter
(Jun 30 2023)
II. Quarter
(Mar 31 2023)
I. Quarter
(Dec 31 2022)
IV. Quarter
Y / Y Investment Change -10.62 % -17.72 % 183.37 % 174.25 % -
Y / Y Net Income Change -46.9 % -44.31 % -27.83 % 14.34 % 24.56 %
Investment (TTM) in Millions 493,178 475,204 511,505 535,552 551,772
Return On Investment (TTM) 1.01 % 1.16 % 1.27 % 1.6 % 1.91 %
SCHW's Overall Ranking # 947 # 2127 # 2183 # 2144 # 1558
Seq. Investment Change 3.78 % -7.1 % -4.49 % -2.94 % -4.47 %
Seq. Net Income Change -7.11 % -13.06 % -19.28 % -18.55 % -2.57 %
Net Income (TTM) in Millions 5,067 5,990 6,885 7,384 7,183




Return On Investment SCHW's Ranking
Within: No.
Industry # 25
Sector # 156
Overall # 947

Return On Investment Statistics
High Average Low
54.61 %
8.39 %
1.01 %
(June 30, 2008)   (Dec 31 2023)







Financial Statements
Schwab Charles's IV. Quarter Investments $ 493,178 Millions SCHW's Balance sheet
Schwab Charles's IV. Quarter Income $ 1,045 Millions Quarterly SCHW's Income Statement
SCHW's Income by Division See SCHW's Income by Division


SCHW Annual Return On Investment (Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
(Dec 31 2020)
2020
(Dec 31 2019)
2019
Total Investments in Millions 493,178 551,772 200,846 173,893 68,395
Y / Y Investment Growth -10.62 % 174.72 % 15.5 % 154.25 % 13.47 %
Net Income in Millions 5,067 7,183 5,855 3,299 3,704
Y / Y Net Income Growth -29.46 % 22.68 % 77.48 % -10.93 % 5.62 %
Annual Return On Investment 1.03 % 1.3 % 2.92 % 1.9 % 5.42 %


Annual Roi Comment
In the fiscal year 2023 ROI decreased relative to the previous year to 1.03 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
SCHW's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Return On Investment for SCHW's Competitors
Roi for Schwab Charles's Suppliers
Return On Investment for SCHW's Customers

Other Ratios
SCHW's Roa SCHW's Inventory Turnover Ratio SCHW's Growth Rates SCHW's Dividend Statistics
SCHW's Profitability Ratios SCHW's Asset Turnover Ratio SCHW's Dividend Growth
SCHW's Roe SCHW's Valuation Ratios SCHW's Financial Strength Ratios SCHW's Dividend Payout Ratio



Companies with similar Return On Investment at Dec 31 2023, within Financial Sector ROI
International Bancshares Corporation  2.75 %
Onemain Holdings Inc   2.72 %
Ready Capital Corporation  2.69 %
Two  2.64 %
Omega Healthcare Investors inc   2.62 %
Hannon Armstrong Sustainableinfrastructure Capital  2.60 %
Diamondrock Hospitality Co  2.59 %
Universal Insurance Holdings Inc   2.58 %
Centerspace  2.56 %
Ares Management Corporation  2.55 %
Franklin Bsp Realty Trust Inc   2.47 %
Westamerica Bancorporation  2.47 %
Travelers Companies inc   2.46 %
Arbor Realty Trust Inc   2.45 %
Kimco Realty Corporation  2.41 %
Silverbox Corp Iii  2.33 %
Old Republic International Corporation  2.30 %
Agree Realty Corporation  2.30 %
Rexford Industrial Realty Inc   2.30 %
Lument Finance Trust Inc   2.29 %
Walker and Dunlop Inc   2.22 %
Pathward Financial Inc   2.22 %
Raymond James Financial Inc   2.19 %
Federal Realty Investment Trust  2.18 %
Screaming Eagle Acquisition Corp   2.15 %
Interactive Brokers Group inc   2.13 %
Healthpeak Properties inc   2.11 %
Crossfirst Bankshares inc   2.11 %
Kilroy Realty Corporation  2.08 %
Unum Group  2.07 %


Date modified: 2024-02-24T17:12:45+00:00



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