The Charles Schwab Corporation

The Charles Schwab Corporationverified

SCHW-PJ

Price:

$19.53

Market Cap:

$132.96B

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers...[Read more]

Industry

Financial - Capital Markets

IPO Date

2021-03-24

Stock Exchange

NYSE

Ticker

SCHW-PJ

The ROE as of December 2024 (TTM) for The Charles Schwab Corporation (SCHW-PJ) is 11.80%

According to The Charles Schwab Corporation’s latest financial reports and current stock price. The company's current ROE is 11.80%. This represents a change of 300.69% compared to the average of 2.94% of the last 4 quarters.

The Charles Schwab Corporation (SCHW-PJ) Historical ROE (quarterly & annually)

How has SCHW-PJ ROE performed in the past?

The mean historical ROE of The Charles Schwab Corporation over the last ten years is 12.85%. The current 11.80% ROE has changed -8.22% with respect to the historical average. Over the past ten years (40 quarters), SCHW-PJ's ROE was at its highest in in the September 2022 quarter at 5.45%. The ROE was at its lowest in in the December 2020 quarter at 2.02%.

Quarterly (TTM)
Annual

Average

12.85%

Median

11.94%

Minimum

5.88%

Maximum

19.62%

The Charles Schwab Corporation (SCHW-PJ) ROE by Quarter and Year

Discovering the peaks and valleys of The Charles Schwab Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 88.54%

Maximum Annual ROE = 19.62%

Minimum Annual Increase = -65.52%

Minimum Annual ROE = 5.88%

Quarterly (TTM)
Annual
YearROEChange
202312.37%-36.95%
202219.62%88.54%
202110.41%76.84%
20205.88%-65.52%
201917.07%0.60%
201816.97%33.52%
201712.71%10.46%
201611.50%6.55%
201510.80%-3.53%
201411.19%8.48%

The Charles Schwab Corporation (SCHW-PJ) Average ROE

How has SCHW-PJ ROE performed in the past?

The current ROE of The Charles Schwab Corporation (SCHW-PJ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

14.13%

5-year avg

13.07%

10-year avg

12.85%

The Charles Schwab Corporation (SCHW-PJ) ROE vs. Peers

How is SCHW-PJ’s ROE compared to its peers?

The Charles Schwab Corporation’s ROE is less than The Charles Schwab Corporation (11.80%), less than JPMorgan Chase & Co. (15.92%), less than Morgan Stanley (11.12%), less than JPMorgan Chase & Co. (15.92%), less than Bank of America Corporation (8.03%),

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