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Schwab Charles Corp (SCHW) operating KPIs

SCHWNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW.PD, SCHW.PJ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/307% below fair value
$88.05−1.42 (-1.59%)

Close on Oct 30, 2026Market cap $152.27BP/E 16.0Yield 1.23%

Schwab Charles return on assets (ROA, YTD) (%)

Quarterly figures from Schwab Charles's filings and investor materials

Latest, Q2 2026
2.1%
Period ended Jun 30, 2026
Change on a year earlier
+0.1 pts
1.9% in Q2 2025
History
32 quarters
Since Q3 2018
Sources
1
Charles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API)

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedReturn on assets (ROA, YTD) (%)Year on yearSource
Q2 2026Jun 30, 20262.1%+0.1 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2026Mar 31, 20262.0%+0.1 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2025Dec 31, 20252.0%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2025Sep 30, 20252.0%+0.3 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2025Jun 30, 20251.9%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2025Mar 31, 20251.9%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2024Dec 31, 20241.8%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2024Sep 30, 20241.7%+0.1 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2024Jun 30, 20241.7%+0.3 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2024Mar 31, 20241.7%+0.4 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2023Dec 31, 20231.6%+0.6 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2023Sep 30, 20231.6%+0.7 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q2 2023Jun 30, 20231.5%+0.6 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q1 2023Mar 31, 20231.3%+0.6 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q4 2022Dec 31, 20221.0%+0.2 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗
Q3 2022Sep 30, 20220.9%+0.1 ptsCharles Schwab Trust Bank (FDIC CERT 59108) FFIEC Call Reports (FDIC BankFind API) ↗

Cite this data

StockData. (2026). Schwab Charles Return on assets (ROA, YTD) (%), quarterly Q3 2018–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/cstb-roa-ytd

See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.