Schwab Charles Corp (SCHW) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 30 2025 - CSIMarket
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Schwab Charles Corp  (NYSE: SCHW)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


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

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

What is Schwab Charles's ROI in the third quarter of 2026?
Schwab Charles Corp achieved a return on average invested assets (ROI) of 3.36 % in its third quarter of 2026, which is below Schwab Charles's average return on investment, which stands at 7.56%.

ROI fell compared to the second quarter of 2026, despite the net income growth of 3.79% from the second quarter of 2026.

Within the Financial sector 118 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 1443, from total ROI ranking in the second quarter of 2026 at 1707.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 22.08 % -23.49 % -52.4 % -59.95 % -44.79 %
Y / Y Net Income Change TTM 29.28 % 38.62 % 82.7 % 172.54 % 484.73 %
Investment (TTM) in Millions 443,788 444,323 187,706 189,815 185,830
Return On Investment (TTM) 3.36 % 4.01 % 5.02 % 4.74 % 3.18 %
SCHW's Overall Ranking # 1443 # 1707 # 1699 # 1857 # 1950
Seq. Investment Change TTM 25.6 % 34.11 % 0.62 % -27.97 % -21.28 %
Seq. Net Income Change TTM 5.43 % 7.15 % 6.44 % 7.52 % 13.04 %
Net Income (TTM) in Millions 10,644 10,096 9,422 8,852 8,233

SCHW Company Profile >> Back to SCHW Roi Comparisons >> See Annual SCHW Return On Investment



Return On Investment SCHW's Ranking
Within: No.
Industry # 26
Sector # 119
Overall # 1443

Return On Investment Statistics
High Average Low
54.61 %
7.56 %
0.99 %
(June 30, 2008)   (Mar 31 2024)







Financial Statements
Schwab Charles's III. Quarter Investments $ 443,788 Millions SCHW's Balance sheet
Schwab Charles's III. Quarter Income $ 2,906 Millions Quarterly SCHW's Income Statement
SCHW's Income by Division See SCHW's Income by Division


SCHW Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 490,995 479,843 493,178 551,772 200,846
Y / Y Investment Growth 2.32 % -2.7 % -10.62 % 174.72 % 15.5 %
Net Income in Millions 8,852 5,942 5,067 7,183 5,855
Y / Y Net Income Growth 48.97 % 17.27 % -29.46 % 22.68 % 77.48 %
Annual Return On Investment 1.8 % 1.24 % 1.03 % 1.3 % 2.92 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 1.8 % compared to the prior year, due to net income growth.

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
Subscribers only: Roi for SCHW's Competitors
Subscribers only: Roi for Schwab Charles's Suppliers
Subscribers only: 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 Sep 30 2026, within Financial Sector ROI
Travelers Companies inc   8.95 %
Public Storage  8.79 %
Primerica Inc   8.57 %
Victory Capital Holdings Inc   8.48 %
Sba Communications Corporation  8.47 %
Unitedhealth Group Incorporated  8.29 %
Lpl Financial Holdings Inc   8.18 %
Pagaya Technologies Ltd   8.03 %
STANDARD PREMIUM FINANCE HOLDINGS, INC.  7.99 %
Nasdaq Inc   7.72 %
Manhattan Bridge Capital Inc   7.60 %
Equifax Inc  7.36 %
Mercury General Corporation  7.20 %
Cincinnati Financial Corporation  7.04 %
Chicago Atlantic Real Estate Finance Inc   6.98 %
W R Berkley Corp  6.81 %
Aldel Financial Ii inc   6.79 %
Udr Inc   6.58 %
Berkshire Hathaway Inc  6.39 %
Rli Corp  6.33 %
Elevance Health Inc   6.32 %
Amerisafe Inc   6.02 %
Eastgroup Properties Inc   5.95 %
Cbl and Associates Properties Inc   5.86 %
Transunion  5.86 %
Brown and Brown Inc   5.83 %
American Express Company  5.76 %
Enova International Inc   5.76 %
Kite Realty Group Trust  5.68 %
Crawford and Co  5.51 %

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



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