Charles Schwab ROA 2012-2026 | SCHW

Current and historical return on assets (ROA) values for Charles Schwab (SCHW) over the last 10 years. Return on assets can be defined as an indicator of how profitable a company is relative to its total assets. Calculated by dividing a company's operating earnings by its total assets.
Unlock Macrotrends Premium
40 years of data
Faster, ad-free pages
Unlimited data exports
Full-width charts
Charles Schwab ROA - Return on Assets Historical Data
Date TTM Net Income Total Assets Return on Assets
2026-06-30 $9.72B $491.71B 1.98%
2026-03-31 $9.02B $477.13B 1.89%
2025-12-31 $8.42B $469.52B 1.79%
2025-09-30 $7.77B $466.73B 1.66%
2025-06-30 $6.79B $466.93B 1.45%
2025-03-31 $6.02B $464.62B 1.30%
2024-12-31 $5.48B $466.09B 1.18%
2024-09-30 $4.69B $469.42B 1.00%
2024-06-30 $4.41B $471.71B 0.93%
2024-03-31 $4.37B $487.17B 0.90%
2023-12-31 $4.65B $503.86B 0.92%
2023-09-30 $5.54B $518.51B 1.07%
2023-06-30 $6.41B $544.10B 1.18%
2023-03-31 $6.89B $575.61B 1.20%
2022-12-31 $6.64B $611.96B 1.08%
2022-09-30 $6.26B $640.84B 0.98%
2022-06-30 $5.79B $648.33B 0.89%
2022-03-31 $5.25B $632.58B 0.83%
2021-12-31 $5.36B $603.20B 0.89%
2021-09-30 $4.96B $573.64B 0.86%
2021-06-30 $4.17B $526.59B 0.79%
2021-03-31 $3.67B $483.08B 0.76%
2020-12-31 $3.04B $434.91B 0.70%
2020-09-30 $2.79B $371.16B 0.75%
2020-06-30 $3.09B $336.06B 0.92%
2020-03-31 $3.36B $305.02B 1.10%
2019-12-31 $3.53B $283.03B 1.25%
2019-09-30 $3.61B $283.65B 1.27%
2019-06-30 $3.58B $281.93B 1.27%
2019-03-31 $3.51B $278.32B 1.26%
2018-12-31 $3.33B $269.70B 1.23%
2018-09-30 $2.99B $256.40B 1.17%
2018-06-30 $2.68B $246.05B 1.09%
2018-03-31 $2.40B $235.73B 1.02%
2017-12-31 $2.18B $230.41B 0.95%
2017-09-30 $2.11B $225.44B 0.94%
2017-06-30 $2.00B $220.10B 0.91%
2017-03-31 $1.88B $214.46B 0.88%
2016-12-31 $1.75B $205.44B 0.85%
2016-09-30 $1.65B $195.52B 0.84%
2016-06-30 $1.54B $185.79B 0.83%
2016-03-31 $1.47B $177.18B 0.83%
2015-12-31 $1.36B $169.48B 0.80%
2015-09-30 $1.32B $162.21B 0.81%
2015-06-30 $1.26B $156.47B 0.81%
2015-03-31 $1.23B $151.41B 0.81%
2014-12-31 $1.26B $147.39B 0.86%
2014-09-30 $1.23B $144.64B 0.85%
2014-06-30 $1.20B $142.83B 0.84%
2014-03-31 $1.13B $140.96B 0.80%
2013-12-31 $1.01B $138.27B 0.73%
2013-09-30 $0.90B $135.77B 0.66%
2013-06-30 $0.86B $130.13B 0.66%
2013-03-31 $0.89B $124.11B 0.71%
2012-12-31 $0.88B $118.65B 0.74%
2012-09-30 $0.86B $112.38B 0.76%
2012-06-30 $0.84B $108.69B 0.77%
2012-03-31 $0.82B $105.13B 0.78%
2011-12-31 $0.86B $100.98B 0.86%
2011-09-30 $0.82B $96.98B 0.85%
2011-06-30 $0.72B $93.08B 0.78%
2011-03-31 $0.69B $89.26B 0.77%
2010-12-31 $0.45B $85.13B 0.53%
2010-09-30 $0.50B $80.84B 0.62%
2010-06-30 $0.58B $76.01B 0.76%
2010-03-31 $0.58B $71.00B 0.81%
2009-12-31 $0.79B $65.14B 1.21%
2009-09-30 $0.93B $59.21B 1.57%
2009-06-30 $1.04B $55.40B 1.87%
2009-03-31 $1.13B $51.92B 2.17%
2008-12-31 $1.21B $49.34B 2.46%
2008-09-30 $1.21B $46.99B 2.58%
2008-06-30 $2.44B $43.63B 5.60%
2008-03-31 $2.44B $43.79B 5.57%
2007-12-31 $2.41B $44.47B 5.41%
2007-09-30 $2.57B $46.15B 5.56%
2007-06-30 $1.30B $48.10B 2.70%
2007-03-31 $1.26B $47.57B 2.64%
2006-12-31 $1.23B $47.66B 2.57%
2006-09-30 $0.95B $47.25B 2.00%
2006-06-30 $0.89B $46.80B 1.90%
2006-03-31 $0.82B $46.71B 1.76%
2005-12-31 $0.73B $46.40B 1.56%
2005-09-30 $0.59B $46.35B 1.28%
2005-06-30 $0.34B $46.49B 0.74%
2005-03-31 $0.27B $46.70B 0.58%
2004-12-31 $0.29B $46.67B 0.61%
2004-09-30 $0.38B $46.35B 0.82%
2004-06-30 $0.55B $45.81B 1.20%
2004-03-31 $0.56B $44.44B 1.26%
2003-12-31 $0.47B $42.98B 1.10%
2003-09-30 $0.25B $41.44B 0.59%
2003-06-30 $0.11B $39.89B 0.29%
2003-03-31 $0.09B $38.84B 0.22%
2002-12-31 $0.11B $38.43B 0.28%
2002-09-30 $0.18B $38.62B 0.45%
2002-06-30 $0.19B $38.52B 0.50%
2002-03-31 $0.20B $38.08B 0.51%
2001-12-31 $0.20B $37.68B 0.53%
2001-09-30 $0.35B $37.11B 0.95%
2001-06-30 $0.48B $36.70B 1.31%
2001-03-31 $0.52B $36.45B 1.41%
2000-12-31 $0.72B $35.58B 2.02%
2000-09-30 $0.77B $33.37B 2.31%
2000-06-30 $0.77B $30.76B 2.51%
2000-03-31 $0.81B $27.92B 2.89%
1999-12-31 $0.65B $25.35B 2.56%
1999-09-30 $0.56B $23.59B 2.39%
1999-06-30 $0.52B $22.03B 2.35%
1999-03-31 $0.42B $20.70B 2.04%
1998-12-31 $0.35B $19.39B 1.79%
1998-09-30 $0.31B $17.95B 1.70%
1998-06-30 $0.28B $17.14B 1.66%
1998-03-31 $0.27B $16.25B 1.67%
1997-12-31 $0.27B $15.36B 1.76%
1997-09-30 $0.27B $14.68B 1.83%
1997-06-30 $0.25B $13.81B 1.80%
1997-03-31 $0.25B $12.95B 1.96%
1996-12-31 $0.23B $12.06B 1.94%
1996-09-30 $0.22B $11.25B 1.93%
1996-06-30 $0.21B $10.61B 1.95%
1996-03-31 $0.18B $10.08B 1.80%
1995-12-31 $0.17B $9.37B 1.84%
1995-09-30 $0.16B $8.71B 1.87%
1995-06-30 $0.15B $8.21B 1.79%
1995-03-31 $0.14B $7.76B 1.74%
1994-12-31 $0.14B $7.58B 1.78%
1994-09-30 $0.13B $7.32B 1.78%
1994-06-30 $0.12B $7.03B 1.72%
1994-03-31 $0.12B $6.74B 1.80%
1993-12-31 $0.12B $6.36B 1.86%
1993-09-30 $0.11B $6.11B 1.87%
1993-06-30 $0.10B $5.88B 1.70%
1993-03-31 $0.09B $5.69B 1.53%
1992-12-31 $0.08B $5.57B 1.47%
1992-09-30 $0.07B $5.35B 1.36%
1992-06-30 $0.08B $5.18B 1.50%
1992-03-31 $0.07B $5.00B 1.38%
1991-12-31 $0.05B $4.79B 1.04%
1991-09-30 $0.04B $4.58B 0.76%
1991-06-30 $0.03B $4.34B 0.67%
1991-03-31 $0.02B $4.13B 0.58%
1990-12-31 $0.02B $3.89B 0.44%
1990-09-30 $0.02B $3.71B 0.59%
1990-06-30 $0.02B $3.57B 0.56%
1990-03-31 $0.02B $3.37B 0.56%
1989-12-31 $0.02B $3.18B 0.60%
1989-09-30 $0.01B $2.94B 0.48%
1989-06-30 $0.01B $2.68B 0.45%
1989-03-31 $0.01B $2.51B 0.40%
1988-12-31 $0.01B $2.32B 0.34%
1988-06-30 $0.01B $2.15B 0.61%
1988-03-31 $0.02B $2.11B 0.95%
Sector Industry Market Cap Revenue
Finance Finance - Investment Banks $188.999B $23.921B
The Charles Schwab Corporation is a savings and loan holding company, providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services. The company's main subsidiaries include Charles Schwab & Co. (securities broker-dealer), Charles Schwab Investment Management (an investment advisor? for Schwab's proprietary mutual funds and Schwab's exchange-traded funds) and Charles Schwab Bank (a federal savings bank). Schwab provides financial services to individuals and institutions through two reportable segments: Investor Services and Advisor Services. The Investor Services segment offers retail brokerage, investment advisory, and banking and trust services as well as retirement plan and corporate brokerage services. The Advisor Services segment offers custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and record-keepers.
Stock Name Country Market Cap PE Ratio
JPMorgan Chase (JPM) United States $953.332B 16.02
Bank Of America (BAC) United States $438.305B 14.38
Morgan Stanley (MS) United States $343.406B 17.60
Goldman Sachs (GS) United States $302.414B 16.03
Wells Fargo (WFC) United States $272.069B 12.84
Citigroup (C) United States $234.892B 13.42
Interactive Brokers (IBKR) United States $157.584B 36.90
Robinhood Markets (HOOD) United States $109.787B 53.79
PNC Financial Services (PNC) United States $97.981B 13.35
Raymond James Financial (RJF) United States $34.296B 14.93
Nomura Holdings Inc ADR (NMR) Japan $31.246B 12.38
LPL Financial Holdings (LPLA) United States $28.294B 16.43
Tradeweb Markets (TW) United States $24.854B 28.02
Stifel Financial (SF) United States $12.305B 13.76
Evercore Inc (EVR) United States $11.524B 15.64
SBI Holdings (SBHGF) Japan $7.068B 3.68
BGC (BGC) United States $5.786B 8.95
MarketAxess Holdings (MKTX) United States $5.750B 21.16
Moelis (MC) United States $5.402B 23.48
TOP Financial Group (TOP) Singapore $1.824B 0.00
Oppenheimer Holdings (OPY) United States $1.316B 7.40
UP Fintech Holding (TIGR) Singapore $0.964B 8.61
Sky Constant Century (SKYC) Hong Kong, SAR China $0.565B 0.00
Diamond Hill Investment (DHIL) United States $0.465B 14.86
Siebert Financial (SIEB) United States $0.104B 0.00