SCHW Quarterly Statistics
SCHW quarterly stock returns with Q1–Q4 history, seasonality patterns, and performance tables for U.S. equity research.
The Charles Schwab Corporation (SCHW) company overview
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
| Period | Return % |
|---|---|
| 2000-Q1 | 54.03 |
| 2000-Q2 | -11.43 |
| 2000-Q3 | 9.34 |
| 2000-Q4 | -18.91 |
| 2001-Q1 | -40.83 |
| 2001-Q2 | 5 |
| 2001-Q3 | -28.12 |
| 2001-Q4 | 42.32 |
| 2002-Q1 | -15.87 |
| 2002-Q2 | -13.85 |
| 2002-Q3 | -20.91 |
| 2002-Q4 | 20.82 |
| 2003-Q1 | -37.11 |
| 2003-Q2 | 32.41 |
| 2003-Q3 | 14.63 |
| 2003-Q4 | -4.52 |
| 2004-Q1 | -0.6 |
| 2004-Q2 | -18.77 |
| 2004-Q3 | -2.13 |
| 2004-Q4 | 29.72 |
| 2005-Q1 | -9.86 |
| 2005-Q2 | 7.94 |
| 2005-Q3 | 27.36 |
| 2005-Q4 | 1.59 |
| 2006-Q1 | 15.04 |
| 2006-Q2 | -8.21 |
| 2006-Q3 | 10.56 |
| 2006-Q4 | 9.39 |
| 2007-Q1 | -7.44 |
| 2007-Q2 | 10.62 |
| 2007-Q3 | -1.82 |
| 2007-Q4 | 14.01 |
| 2008-Q1 | -23.39 |
| 2008-Q2 | 3.22 |
| 2008-Q3 | 24.52 |
| 2008-Q4 | -33.65 |
| 2009-Q1 | -4.2 |
| 2009-Q2 | 13.38 |
| 2009-Q3 | 11.14 |
| 2009-Q4 | 1.51 |
| 2010-Q1 | -5.51 |
| 2010-Q2 | -23.85 |
| 2010-Q3 | -0.29 |
| 2010-Q4 | 21.09 |
| 2011-Q1 | 3.03 |
| 2011-Q2 | -11.13 |
| 2011-Q3 | -32.6 |
| 2011-Q4 | 3.02 |
| 2012-Q1 | 22.72 |
| 2012-Q2 | -11.13 |
| 2012-Q3 | -1.08 |
| 2012-Q4 | 11.49 |
| 2013-Q1 | 17.31 |
| 2013-Q2 | 22.15 |
| 2013-Q3 | -1.12 |
| 2013-Q4 | 21.61 |
| 2014-Q1 | 5.85 |
| 2014-Q2 | -1.89 |
| 2014-Q3 | 7.58 |
| 2014-Q4 | 4.86 |
| 2015-Q1 | 0.73 |
| 2015-Q2 | 9.09 |
| 2015-Q3 | -13.77 |
| 2015-Q4 | 15.34 |
| 2016-Q1 | -12.38 |
| 2016-Q2 | -10.82 |
| 2016-Q3 | 25.73 |
| 2016-Q4 | 25.38 |
| 2017-Q1 | 1.52 |
| 2017-Q2 | 5.89 |
| 2017-Q3 | 0.6 |
| 2017-Q4 | 16.64 |
| 2018-Q1 | 1.52 |
| 2018-Q2 | 1.37 |
| 2018-Q3 | -4.19 |
| 2018-Q4 | -16.19 |
| 2019-Q1 | 2.84 |
| 2019-Q2 | -8.93 |
| 2019-Q3 | 2.63 |
| 2019-Q4 | 25.95 |
| 2020-Q1 | -30.29 |
| 2020-Q2 | 2.37 |
| 2020-Q3 | 9.72 |
| 2020-Q4 | 40.58 |
| 2021-Q1 | 23.54 |
| 2021-Q2 | 9.59 |
| 2021-Q3 | -0.99 |
| 2021-Q4 | 13.01 |
| 2022-Q1 | -1.69 |
| 2022-Q2 | -24.37 |
| 2022-Q3 | 12.44 |
| 2022-Q4 | 13.73 |
| 2023-Q1 | -36.08 |
| 2023-Q2 | 9.91 |
| 2023-Q3 | -4.89 |
| 2023-Q4 | 28.48 |
| 2024-Q1 | 4.69 |
| 2024-Q2 | 1.82 |
| 2024-Q3 | -11.73 |
| 2024-Q4 | 15.8 |
| 2025-Q1 | 6.01 |
| 2025-Q2 | 17.47 |
| 2025-Q3 | 4.72 |
| 2025-Q4 | 8.3 |
| 2026-Q1 | -7.47 |
| 2026-Q2 | -0.1 |
| 2026-Q3 | 2.05 |
| 2026-Q4 | -1.7 |
| Period | Return % |
|---|---|
| 2000-01 | -4.9 |
| 2000-02 | 19.35 |
| 2000-03 | 35.71 |
| 2000-04 | -21.92 |
| 2000-05 | -4.79 |
| 2000-06 | 19.01 |
| 2000-07 | 7.44 |
| 2000-08 | 6.42 |
| 2000-09 | -7.73 |
| 2000-10 | -0.99 |
| 2000-11 | -21.16 |
| 2000-12 | 2.49 |
| 2001-01 | -6.94 |
| 2001-02 | -20.86 |
| 2001-03 | -26.22 |
| 2001-04 | 28.4 |
| 2001-05 | -5.05 |
| 2001-06 | -16.22 |
| 2001-07 | -4.83 |
| 2001-08 | -16.88 |
| 2001-09 | -7.7 |
| 2001-10 | 12 |
| 2001-11 | 11.49 |
| 2001-12 | 7.73 |
| 2002-01 | -7.11 |
| 2002-02 | -9.26 |
| 2002-03 | 0.38 |
| 2002-04 | -12.99 |
| 2002-05 | 6.15 |
| 2002-06 | -7.36 |
| 2002-07 | -20.09 |
| 2002-08 | 2.57 |
| 2002-09 | -5.23 |
| 2002-10 | 5.52 |
| 2002-11 | 25.71 |
| 2002-12 | -5.98 |
| 2003-01 | -15.02 |
| 2003-02 | -14.32 |
| 2003-03 | -8.61 |
| 2003-04 | 19.53 |
| 2003-05 | 12.4 |
| 2003-06 | 4.02 |
| 2003-07 | 3.17 |
| 2003-08 | 4.32 |
| 2003-09 | 9.67 |
| 2003-10 | 13.85 |
| 2003-11 | -14.45 |
| 2003-12 | 2.07 |
| 2004-01 | 6.33 |
| 2004-02 | -2.78 |
| 2004-03 | -5.15 |
| 2004-04 | -11.37 |
| 2004-05 | -4.76 |
| 2004-06 | -1.94 |
| 2004-07 | -8.64 |
| 2004-08 | 7.63 |
| 2004-09 | -2.75 |
| 2004-10 | -0.44 |
| 2004-11 | 17.92 |
| 2004-12 | 10.84 |
| 2005-01 | -6.02 |
| 2005-02 | -6.58 |
| 2005-03 | 0.1 |
| 2005-04 | -1.52 |
| 2005-05 | 9.57 |
| 2005-06 | -0.53 |
| 2005-07 | 21.45 |
| 2005-08 | -1.24 |
| 2005-09 | 6.65 |
| 2005-10 | 5.34 |
| 2005-11 | 0.33 |
| 2005-12 | -3.8 |
| 2006-01 | 0.82 |
| 2006-02 | 9.6 |
| 2006-03 | 6.17 |
| 2006-04 | 4.01 |
| 2006-05 | -6.93 |
| 2006-06 | -4.08 |
| 2006-07 | -0.63 |
| 2006-08 | 2.71 |
| 2006-09 | 9.81 |
| 2006-10 | 1.73 |
| 2006-11 | 0.66 |
| 2006-12 | 5.45 |
| 2007-01 | -2.17 |
| 2007-02 | -2.33 |
| 2007-03 | -1.03 |
| 2007-04 | 4.54 |
| 2007-05 | 17.52 |
| 2007-06 | -8.68 |
| 2007-07 | -1.9 |
| 2007-08 | -1.64 |
| 2007-09 | 9.09 |
| 2007-10 | 7.59 |
| 2007-11 | 4.6 |
| 2007-12 | 5.1 |
| 2008-01 | -12.72 |
| 2008-02 | -12.06 |
| 2008-03 | -3.98 |
| 2008-04 | 14.71 |
| 2008-05 | 2.69 |
| 2008-06 | -7.39 |
| 2008-07 | 11.44 |
| 2008-08 | 4.81 |
| 2008-09 | 8.38 |
| 2008-10 | -26.46 |
| 2008-11 | -4.13 |
| 2008-12 | -11.78 |
| 2009-01 | -15.96 |
| 2009-02 | -6.48 |
| 2009-03 | 21.95 |
| 2009-04 | 19.23 |
| 2009-05 | -4.76 |
| 2009-06 | -0.34 |
| 2009-07 | 1.88 |
| 2009-08 | 1.06 |
| 2009-09 | 6.04 |
| 2009-10 | -9.45 |
| 2009-11 | 5.71 |
| 2009-12 | 2.67 |
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 2026-10-09 | 97.48 | 97.43 | 96.37 | 96.7 | — |
| 2026-10-08 | 95.6 | 97.18 | 95.43 | 96.87 | — |
| 2026-10-07 | 95.94 | 96.23 | 94.71 | 95.58 | — |
| 2026-10-06 | 98.41 | 98.78 | 96.74 | 96.8 | — |
| 2026-10-05 | 96.9 | 98.02 | 96.44 | 97.96 | — |
| 2026-10-02 | 97.29 | 98.55 | 96.32 | 96.7 | — |
| 2026-10-01 | 97.38 | 98.49 | 96.87 | 98.37 | — |
| 2026-09-30 | 98.93 | 99.02 | 97.68 | 97.74 | — |
| 2026-09-29 | 98.07 | 99.13 | 97.4 | 99.1 | — |
| 2026-09-28 | 98.79 | 99.01 | 97.75 | 98.3 | — |
| 2026-09-25 | 99.52 | 100.61 | 98.37 | 99.03 | — |
| 2026-09-24 | 99.65 | 100 | 98.07 | 99.49 | — |
| 2026-09-23 | 100 | 101.34 | 99.45 | 99.5 | — |
| 2026-09-21 | 105.9 | 107.41 | 105.33 | 106.88 | — |
| 2026-09-18 | 104.68 | 105.7 | 104.21 | 105.25 | — |
| 2026-09-17 | 105.3 | 105.39 | 103.5 | 104.63 | — |
| 2026-09-16 | 107.5 | 107.58 | 103.89 | 105.16 | — |
| 2026-09-15 | 107.01 | 109.56 | 106.91 | 107.79 | — |
| 2026-09-14 | 107.95 | 108 | 106.43 | 107.31 | — |
| 2026-09-11 | 108.3 | 108.36 | 106.08 | 107.25 | — |
| 2026-09-10 | 107.27 | 107.64 | 106.54 | 107.33 | — |
| 2026-09-09 | 106.98 | 107.82 | 106.19 | 106.54 | — |
| 2026-09-08 | 109 | 109.32 | 106.82 | 106.87 | — |
| 2026-09-04 | 109.59 | 110.37 | 108.52 | 109.29 | — |
| 2026-09-02 | 108.5 | 109.88 | 108.18 | 108.24 | — |
| 2026-09-01 | 109.44 | 109.8 | 107.97 | 108.28 | — |
| 2026-08-31 | 109.4 | 110.32 | 109.4 | 109.82 | — |
| 2026-08-27 | 108.95 | 109.53 | 107.23 | 108.05 | — |
| 2026-08-26 | 108.25 | 110.32 | 106.34 | 109.39 | — |
| 2026-08-25 | 113.04 | 113.38 | 112.08 | 112.27 | — |
| 2026-08-24 | 112.89 | 114.53 | 112.51 | 113.65 | — |
| 2026-08-21 | 110.27 | 112.4 | 110.17 | 112.3 | — |
| 2026-08-20 | 111.46 | 111.86 | 109.56 | 109.79 | — |
| 2026-08-19 | 111.41 | 112.08 | 110.54 | 110.88 | — |
| 2026-08-18 | 111.33 | 112.19 | 110.59 | 111.68 | — |
| 2026-08-17 | 110.94 | 111.64 | 110.41 | 110.58 | — |
| 2026-08-14 | 109.75 | 111.18 | 109.19 | 111.09 | — |
| 2026-08-13 | 109.74 | 110.2 | 108.9 | 110.06 | — |
| 2026-08-12 | 107 | 109.66 | 106.75 | 109.34 | — |
| 2026-08-11 | 107.52 | 108.4 | 107.38 | 107.7 | — |
| 2026-08-10 | 107.51 | 109.32 | 107.15 | 107.99 | — |
| 2026-08-07 | 107.07 | 107.62 | 106.18 | 107.6 | — |
| 2026-08-06 | 108.6 | 109.05 | 106.81 | 107.66 | — |
| 2026-08-05 | 106.99 | 108.55 | 106.51 | 108.02 | — |
| 2026-08-04 | 105.26 | 106.76 | 105.23 | 106.35 | — |
| 2026-08-03 | 105.86 | 106.81 | 105.05 | 105.87 | — |
| 2026-07-31 | 104.98 | 105.68 | 104.11 | 105.24 | — |
| 2026-07-30 | 103.93 | 104.79 | 103.07 | 104.33 | — |
| 2026-07-29 | 106 | 106.72 | 104.4 | 104.47 | — |
| 2026-07-28 | 104.24 | 106.29 | 103.45 | 105.97 | — |
| 2026-07-27 | 102.68 | 104.29 | 102.36 | 104.18 | — |
| 2026-07-24 | 101.61 | 102 | 100.55 | 101.97 | — |
| 2026-07-23 | 100.27 | 102.71 | 100.27 | 101.61 | — |
| 2026-07-22 | 101.34 | 101.34 | 99.43 | 100.8 | — |
| 2026-07-21 | 104.18 | 104.48 | 99.72 | 99.96 | — |
| 2026-07-20 | 100.61 | 103.09 | 100.3 | 102.54 | — |
| 2026-07-17 | 102.32 | 102.8 | 100.81 | 101.56 | — |
| 2026-07-16 | 103.4 | 103.79 | 101.94 | 102.8 | — |
| 2026-07-15 | 101.56 | 103.39 | 101.33 | 102.79 | — |
| 2026-07-14 | 101.14 | 103.36 | 100.75 | 101.1 | — |
| 2026-07-13 | 103.51 | 103.97 | 102.11 | 102.38 | — |
| 2026-07-10 | 103.25 | 103.57 | 101.8 | 103.12 | — |
| 2026-07-09 | 101.42 | 103.44 | 100.51 | 101.91 | — |
| 2026-07-08 | 101.91 | 103.07 | 101.26 | 101.7 | — |
| 2026-07-07 | 101.21 | 102.54 | 100.89 | 101.93 | — |
| 2026-07-06 | 97.19 | 101.17 | 97.18 | 100.62 | — |
| 2026-07-02 | 96.74 | 97.45 | 96.21 | 97 | — |
| 2026-07-01 | 92.76 | 96.07 | 92.38 | 95.78 | — |
| 2026-06-30 | 91.49 | 94.17 | 91.29 | 92.27 | — |
| 2026-06-29 | 90.35 | 91.59 | 90.2 | 90.55 | — |
| 2026-06-26 | 89.6 | 90.67 | 87.63 | 90.67 | — |
| 2026-06-25 | 91.39 | 92.58 | 89.26 | 89.44 | — |
| 2026-06-24 | 92.81 | 92.89 | 91.02 | 91.39 | — |
| 2026-06-23 | 92.39 | 93.28 | 92.03 | 93.17 | — |
| 2026-06-22 | 92.5 | 92.69 | 91.36 | 92.03 | — |
| 2026-06-18 | 94.58 | 94.79 | 90.86 | 91.7 | — |
| 2026-06-17 | 93.55 | 94.82 | 92.46 | 94.51 | — |
| 2026-06-16 | 92 | 93.69 | 91.44 | 93.67 | — |
| 2026-06-15 | 91.61 | 92.39 | 90.76 | 90.95 | — |
| 2026-06-12 | 89.53 | 92.21 | 89.25 | 91.1 | — |
| 2026-06-11 | 89.26 | 89.94 | 88.54 | 88.7 | — |
| 2026-06-10 | 88.45 | 90.25 | 87.86 | 89.27 | — |
| 2026-06-09 | 88.25 | 88.92 | 87.18 | 88.77 | — |
| 2026-06-05 | 88.46 | 88.94 | 87.68 | 88.84 | — |
| 2026-06-04 | 87.51 | 88.49 | 86.7 | 88 | — |
| 2026-06-03 | 87 | 87.56 | 85.58 | 86.59 | — |
| 2026-06-02 | 87.94 | 88.62 | 86.22 | 87.61 | — |
| 2026-06-01 | 86.81 | 89.19 | 86.02 | 88.74 | — |
| 2026-05-29 | 86 | 87.45 | 85.93 | 87.35 | — |
| 2026-05-28 | 85.12 | 85.62 | 83.96 | 85.35 | — |
| 2026-05-27 | 89 | 89.26 | 84.72 | 85.61 | — |
| 2026-05-22 | 90.36 | 91.39 | 90.11 | 90.15 | — |
| 2026-05-21 | 90.18 | 90.7 | 89.28 | 90.41 | — |
| 2026-05-20 | 92.32 | 92.56 | 89.73 | 90.11 | — |
| 2026-05-19 | 92.2 | 92.93 | 91.46 | 91.81 | — |
| 2026-05-18 | 91 | 93.43 | 90.84 | 92.39 | — |
| 2026-05-15 | 90.48 | 92.87 | 89.76 | 90.88 | — |
| 2026-05-14 | 91.65 | 92.17 | 89.13 | 89.44 | — |
| 2026-05-13 | 89.45 | 91.78 | 89.26 | 91.17 | — |
| 2026-05-12 | 88.02 | 90.39 | 87.64 | 90.18 | — |
| 2026-05-11 | 88.62 | 88.86 | 87.61 | 87.83 | — |
| 2026-05-08 | 89.29 | 89.65 | 88.31 | 88.61 | — |
| 2026-05-07 | 91.81 | 92.43 | 88.66 | 89.5 | — |
| 2026-05-06 | 92.36 | 92.75 | 91.58 | 92.15 | — |
| 2026-05-05 | 91.76 | 92.89 | 91.52 | 92.4 | — |
| 2026-05-04 | 91.37 | 92.72 | 90.95 | 91.48 | — |
| 2026-05-01 | 92.03 | 92.86 | 91.27 | 91.54 | — |
| 2026-04-30 | 90.35 | 92.53 | 89.88 | 91.64 | — |
| 2026-04-29 | 90.33 | 91.49 | 89.44 | 91.16 | — |
| 2026-04-28 | 91.3 | 91.9 | 90.18 | 90.83 | — |
| 2026-04-27 | 88.26 | 91.11 | 88.17 | 90.76 | — |
| 2026-04-24 | 88.92 | 89.86 | 88.29 | 88.5 | — |
| 2026-04-23 | 91.14 | 91.6 | 87.84 | 88.92 | — |
| 2026-04-22 | 92.19 | 93 | 91.15 | 91.71 | — |
| 2026-04-21 | 93.26 | 94.15 | 91.83 | 91.97 | — |
| 2026-04-20 | 91.98 | 93.59 | 91.65 | 93.15 | — |
| 2026-04-17 | 93.35 | 93.93 | 90.57 | 92.28 | — |
| 2026-04-16 | 95.76 | 98.75 | 91.92 | 92.62 | — |
| 2026-04-15 | 99.4 | 100.76 | 99.09 | 100.27 | — |
| 2026-04-14 | 97.28 | 99.06 | 96.89 | 98.38 | — |