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
$88.05
Market Cap
$152.27B
52-Week High
$114.53
52-Week Low
$83.96
Sector
Financial Services
Industry
Capital Markets

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

1 Year
$945
+-6%
3 Years
$1,784
+78%
5 Years
$1,136
+14%
10 Years
$3,101
+210%
Since IPO
$365,620
+36462%

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 $945 as of November 2026, representing a -5.5% 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 $1,784 as of November 2026, representing a +78.4% 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 $1,136 as of November 2026, representing a +13.6% 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 $3,101 as of November 2026, representing a +210.1% 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 $365,620 as of November 2026, representing a +36462.0% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.95%
Positive Months
260
55% of 469
Negative Months
207
44% of 469
Data Period
39+ years
469 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 (-1.4%)

Over the past 39+ years (469 months), The Charles Schwab Corporation (SCHW) has averaged a monthly return of +1.95% with a median return of +1.39%. The stock had 260 positive months (55%) and 207 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 (-1.4%).

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 +28.92% with a median return of +16.38%. The compound annual growth rate (CAGR) is +19.31%. 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 9 years.

Avg Return
+28.92%
Best Year
1991 (+304.00%)
Worst Year
2001 (-45.35%)
Positive Years
29/39
Year Return Start End
2026 -11.00% $98.93 $88.05
2025 +36.65% $72.40 $98.93
2024 +9.17% $66.32 $72.40
2023 -15.97% $78.92 $66.32
2022 +0.11% $78.84 $78.92
2021 +60.23% $49.20 $78.84
2020 +13.57% $43.32 $49.20
2019 +16.38% $37.23 $43.32
2018 -18.43% $45.64 $37.23
2017 +31.15% $34.80 $45.64
2016 +21.01% $28.76 $34.80
2015 +9.92% $26.16 $28.76
2014 +17.18% $22.33 $26.16
2013 +83.30% $12.18 $22.33
2012 +29.88% $9.38 $12.18
2011 -33.13% $14.02 $9.38
2010 -7.77% $15.21 $14.02
2009 +18.07% $12.88 $15.21
2008 -36.02% $20.13 $12.88
2007 +39.94% $14.38 $20.13
2006 +32.90% $10.82 $14.38
2005 +23.56% $8.76 $10.82
2004 +1.76% $8.61 $8.76
2003 +9.65% $7.85 $8.61
2002 -29.55% $11.14 $7.85
2001 -45.35% $20.39 $11.14
2000 +11.42% $18.30 $20.39
1999 +36.35% $13.42 $18.30
1998 +101.79% $6.65 $13.42
1997 +97.55% $3.37 $6.65
1996 +60.20% $2.10 $3.37
1995 +74.43% $1.20 $2.10
1994 +8.76% $1.11 $1.20
1993 +87.31% $0.59 $1.11
1992 -13.22% $0.68 $0.59
1991 +304.00% $0.17 $0.68
1990 -17.27% $0.20 $0.17
1989 +106.97% $0.10 $0.20
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: 11/1/2026