What If You Invested in The Charles Schwab Corporation (SCHW)?

SCHW

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Calculate historical returns with real market data.

What if you invested $1000 in SCHW on Jan 1, 2020?

Explore hypothetical investment results for stocks, ETFs, and more. See real historical data and share your discoveries.

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Current Value
$XX,XXX
Return
+XXX%
CAGR
X.XX%
vs SPY
+XX%

Historical Annual Returns

Over the past 20 years, The Charles Schwab Corporation has delivered an average annual return of 14.3%. The stock peaked in 2013 with a massive +74.6% gain, while investors faced a downturn in 2011 (-34.6%). Overall, the stock finished in the green 14 times out of 20 years.

Avg Return

+14.3%

Win Rate

70%

14W - 6L

Best

+74.6%

2013

Worst

-34.6%

2011

Performance Consistency

14 Positive6 Negative

About The Charles Schwab Corporation

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The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. It is a leading provider of financial services to individual investors and independent investment advisors.

HeadquartersWestlake, USA
Founded1971-01-01

Key Business Segments

Investor Services

Retail brokerage and banking.

Advisor Services

Custodial services for RIAs.

Key Innovations

  • ✓Discount brokerage model
  • ✓Schwab Intelligent Portfolios (robo-advisor)

Historical Milestones

1971

Founded by Charles Schwab.

1987

IPO on the NYSE.

2020

Acquired TD Ameritrade.