The Charles Schwab Corporation

SCHW · Financial Services

About The Charles Schwab Corporation (SCHW)

The Charles Schwab Corporation is a Capital Markets company operating in the Financial Services sector.

SCHW trades on the US stock exchanges (NYSE/NASDAQ) and is classified as a large-cap stock .

Sector
Financial Services
Industry
Capital Markets

Key Statistics

Current Price
$95.30
Market Cap
$169.34B
52-Week High
$107.50
52-Week Low
$65.88
Sector
Financial Services
Industry
Capital Markets

$1,000 Invested in The Charles Schwab Corporation (SCHW)

1 Year
$1,231
+23%
3 Years
$1,765
+77%
5 Years
$1,549
+55%
10 Years
$3,899
+290%
Since IPO
$393,164
+39216%

How much would $1,000 invested in SCHW be worth today?

What would $1,000 invested in SCHW 1 year ago be worth today?

A $1,000 investment in The Charles Schwab Corporation (SCHW) in 2025 would be worth $1,231 as of May 2026, representing a +23.1% total return.

What would $1,000 invested in SCHW 3 years ago be worth today?

A $1,000 investment in The Charles Schwab Corporation (SCHW) in 2023 would be worth $1,765 as of May 2026, representing a +76.5% total return.

What would $1,000 invested in SCHW 5 years ago be worth today?

A $1,000 investment in The Charles Schwab Corporation (SCHW) in 2021 would be worth $1,549 as of May 2026, representing a +54.9% total return.

What would $1,000 invested in SCHW 10 years ago be worth today?

A $1,000 investment in The Charles Schwab Corporation (SCHW) in 2016 would be worth $3,899 as of May 2026, representing a +289.9% total return.

What would $1,000 invested in SCHW at IPO be worth today?

A $1,000 investment in The Charles Schwab Corporation (SCHW) at IPO would be worth $393,164 as of May 2026, representing a +39216.4% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.98%
Positive Months
258
56% of 462
Negative Months
202
44% of 462
Data Period
38+ years
462 months
Best Performers
Best month ever: Jan 1989 (+51.9%)
Best month on avg: December (+4.3%)
Worst Performers
Worst month ever: Oct 1987 (-50.4%)
Worst month on avg: August (-1.6%)

Over the past 38+ years (462 months), The Charles Schwab Corporation (SCHW) has averaged a monthly return of +1.98% with a median return of +1.43%. The stock had 258 positive months (56%) and 202 negative months (44%). The best month in SCHW's history was January 1989 with a +51.9% return, while the worst was October 1987 at -50.4%. Historically, December tends to be the strongest month (averaging +4.3%), and August the weakest (-1.6%).

SCHW's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 7 consecutive months of losses. The best full year was 1991 with a cumulative return of +161.5%, and the worst was 2001 at -44.8%.

Annual Returns

Over 39 years of trading history, The Charles Schwab Corporation (SCHW) has delivered an average annual return of +29.10% with a median return of +16.38%. The compound annual growth rate (CAGR) is +19.55%. The stock posted gains in 29 years (74%) and losses in 10 years (26%).

SCHW's best year was 1991 with a +304.00% gain, while the worst was 2001 at -45.35%. The longest streak of consecutive positive years was 8, and the longest losing streak was 2 years. SCHW achieved double-digit gains (10%+) in 23 years. It suffered double-digit losses in 8 years.

Avg Return
+29.10%
Best Year
1991 (+304.00%)
Worst Year
2001 (-45.35%)
Positive Years
29/39
Year Return Start End
2026 -4.29% $99.57 $95.30
2025 +36.65% $72.87 $99.57
2024 +9.17% $66.75 $72.87
2023 -15.97% $79.44 $66.75
2022 +0.11% $79.35 $79.44
2021 +60.23% $49.52 $79.35
2020 +13.57% $43.61 $49.52
2019 +16.38% $37.47 $43.61
2018 -18.43% $45.94 $37.47
2017 +31.15% $35.03 $45.94
2016 +21.01% $28.94 $35.03
2015 +9.92% $26.33 $28.94
2014 +17.18% $22.47 $26.33
2013 +83.30% $12.26 $22.47
2012 +29.88% $9.44 $12.26
2011 -33.13% $14.12 $9.44
2010 -7.77% $15.30 $14.12
2009 +18.07% $12.96 $15.30
2008 -36.02% $20.26 $12.96
2007 +39.94% $14.48 $20.26
2006 +32.90% $10.89 $14.48
2005 +23.56% $8.82 $10.89
2004 +1.76% $8.66 $8.82
2003 +9.65% $7.90 $8.66
2002 -29.55% $11.22 $7.90
2001 -45.35% $20.52 $11.22
2000 +11.42% $18.42 $20.52
1999 +36.35% $13.51 $18.42
1998 +101.79% $6.69 $13.51
1997 +97.55% $3.39 $6.69
1996 +60.20% $2.12 $3.39
1995 +74.43% $1.21 $2.12
1994 +8.76% $1.12 $1.21
1993 +87.31% $0.60 $1.12
1992 -13.22% $0.69 $0.60
1991 +304.00% $0.17 $0.69
1990 -17.27% $0.21 $0.17
1989 +106.97% $0.10 $0.21
1988 +12.50% $0.09 $0.10

Frequently Asked Questions: SCHW

What sector is SCHW in?

SCHW operates in the Financial Services sector, specifically in the Capital Markets industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has SCHW performed historically?

Over 39 years of trading history, SCHW has posted gains in 29 years (74% of the time). The best year was 1991 with a +304.0% return. Past performance does not guarantee future results.

How can I invest in SCHW?

You can invest in SCHW through any brokerage account that offers access to US stock exchanges. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold SCHW.

Last updated: 3/24/2026