Charles Schwab (SCHW) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
Charles Schwab
SCHW
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | 8.1% | 1.3% | 3.0% | — | — | — | — | — | — | — | — |
| 2025 | +11.8% | 3.5% | 1.6% | +4.0% | +8.9% | +3.3% | +7.1% | 1.7% | 0.4% | 1.0% | 1.6% | +7.7% |
| 2024 | 8.5% | +6.6% | +8.3% | +2.2% | 0.6% | +0.6% | 11.5% | +0.3% | 0.4% | +9.3% | +17.3% | 10.6% |
| 2023 | 7.0% | +1.0% | 32.8% | 0.3% | +1.4% | +7.6% | +16.6% | 10.2% | 7.2% | 5.2% | +18.4% | +12.2% |
| 2022 | +4.3% | 3.5% | 0.2% | 21.3% | +6.0% | 9.9% | +9.3% | +3.1% | +1.3% | +10.8% | +3.9% | +0.9% |
| 2021 | 2.8% | +20.1% | +5.6% | +8.0% | +5.2% | 1.4% | 6.7% | +7.5% | +0.0% | +12.6% | 5.4% | +8.7% |
| 2020 | 4.2% | 10.2% | 17.5% | +12.2% | 4.3% | 6.1% | 1.7% | +7.8% | +2.0% | +13.5% | +19.1% | +8.7% |
| 2019 | +12.6% | 1.3% | 7.1% | +7.0% | 8.8% | 3.4% | +7.6% | 11.0% | +9.3% | 2.7% | +22.0% | 3.9% |
| 2018 | +3.8% | 0.4% | 1.5% | +6.6% | +0.1% | 8.1% | 0.1% | 0.3% | 3.2% | 5.9% | 2.8% | 7.3% |
| 2017 | +4.5% | 1.8% | +1.0% | 4.8% | 0.1% | +10.9% | 0.1% | 6.8% | +9.6% | +2.5% | +9.0% | +5.3% |
| 2016 | 22.5% | 1.6% | +11.9% | +1.4% | +7.9% | 17.2% | +12.2% | +11.0% | +0.4% | +0.4% | +22.2% | +2.1% |
| 2015 | 13.9% | +13.1% | +3.7% | +0.2% | +3.9% | +3.2% | +6.8% | 12.7% | 6.0% | +6.9% | +10.7% | 2.3% |
| 2014 | 4.5% | +7.1% | +3.1% | 2.9% | 4.8% | +6.8% | +3.1% | +2.9% | +3.1% | 2.4% | 1.0% | +6.6% |
| 2013 | +15.2% | 1.4% | +8.9% | 4.1% | +17.5% | +6.9% | +4.1% | 5.3% | +1.3% | +7.1% | +8.3% | +6.2% |
| 2012 | +3.5% | +19.8% | +3.5% | 0.7% | 12.4% | +3.8% | 2.3% | +7.3% | 5.2% | +6.3% | 3.1% | +9.6% |
| 2011 | +5.4% | +5.4% | 5.0% | +1.5% | 1.3% | 8.7% | 9.2% | 16.9% | 8.7% | +8.9% | 2.1% | 5.9% |
| 2010 | 2.8% | +0.5% | +2.1% | +3.2% | 15.0% | 13.2% | +4.3% | 13.4% | +9.0% | +10.8% | 2.1% | +13.9% |
| 2009 | 16.0% | 6.1% | +22.0% | +19.2% | 4.4% | 0.4% | +1.9% | +1.4% | +6.0% | 9.5% | +6.1% | +2.6% |
| 2008 | 12.7% | 11.9% | 4.0% | +14.8% | +2.9% | 7.4% | +11.4% | +5.1% | +8.3% | 26.4% | 3.8% | 11.8% |
| 2007 | 2.1% | 2.1% | 1.0% | +4.5% | +17.9% | 8.7% | +3.1% | 1.6% | +9.1% | +7.6% | +4.8% | +5.1% |
| 2006 | +0.8% | +9.7% | +6.2% | +4.0% | 6.8% | 4.0% | 0.7% | +3.0% | +9.8% | +1.7% | +1.0% | +5.5% |
| 2005 | 6.0% | 6.3% | +0.0% | 1.5% | +9.8% | 0.5% | +21.4% | 1.1% | +6.7% | +5.3% | +0.4% | 3.8% |
| 2004 | +6.3% | 2.7% | 5.1% | 11.4% | 4.5% | 1.9% | 8.6% | +7.8% | 2.7% | 0.4% | +18.1% | +10.8% |
| 2003 | 15.0% | 14.3% | 8.7% | +19.5% | +12.5% | +4.1% | +3.1% | +4.5% | +9.6% | +13.9% | 14.4% | +2.1% |
| 2002 | 7.1% | 9.2% | +0.4% | 13.0% | +6.3% | 7.4% | 20.0% | +2.6% | 5.2% | +5.5% | +25.9% | 5.9% |
| 2001 | 7.0% | 20.8% | 26.2% | +28.4% | 4.9% | 16.3% | 4.8% | 16.8% | 7.6% | +12.0% | +11.6% | +7.8% |
| 2000 | 6.2% | +16.7% | +35.7% | 21.7% | 3.6% | +17.7% | +7.4% | +5.7% | 7.0% | 1.0% | 21.1% | +2.5% |
| 1999 | +25.1% | +6.1% | +28.9% | +14.2% | 3.8% | +3.3% | 19.1% | 10.3% | 15.4% | +15.6% | 1.8% | +0.8% |
| 1998 | 13.0% | +3.6% | +0.5% | 7.7% | 5.0% | 1.9% | +14.9% | 20.1% | +31.7% | +22.0% | +17.5% | +49.4% |
| 1997 | +17.0% | +0.3% | 14.8% | +14.4% | +11.0% | 0.2% | +16.0% | 9.0% | +25.4% | 4.5% | +13.0% | +8.8% |
| 1996 | +25.5% | +1.5% | +1.1% | 5.1% | 0.8% | +0.8% | 1.2% | +3.5% | 7.5% | +8.6% | +21.1% | +5.9% |
| 1995 | +15.7% | +10.7% | +9.0% | +6.5% | +1.7% | +25.7% | +5.2% | +1.2% | +24.5% | 21.0% | +5.8% | 16.9% |
| 1994 | 8.9% | 6.5% | 2.2% | +5.2% | +5.9% | 17.7% | +8.5% | +15.3% | 3.7% | +20.4% | 10.5% | +9.0% |
| 1993 | +16.0% | +7.4% | +12.2% | 9.8% | +7.4% | +21.6% | +1.6% | +13.2% | +5.3% | +0.8% | 8.3% | +1.8% |
| 1992 | +5.1% | +3.8% | +4.6% | 17.5% | +1.3% | 18.6% | +5.1% | 8.6% | 20.0% | +12.8% | +22.8% | +5.0% |
| 1991 | +41.1% | +14.1% | +11.0% | 10.3% | +24.1% | +10.0% | +11.3% | +3.2% | +9.7% | +21.5% | 13.2% | +39.1% |
| 1990 | 2.5% | +13.0% | +11.5% | 10.9% | +4.1% | 3.2% | 10.5% | 7.3% | 9.9% | +11.3% | 5.9% | 4.2% |
| 1989 | +51.8% | 15.8% | +2.9% | +14.1% | +16.3% | 6.4% | +50.3% | 4.5% | 11.1% | 6.9% | 3.8% | +11.0% |
| 1988 | +8.3% | +38.5% | 18.1% | +3.4% | 9.8% | +5.5% | +3.4% | 10.0% | +0.0% | +11.1% | 10.0% | +0.0% |
| 1987 | — | — | — | — | — | — | — | — | 3.8% | 50.4% | 15.9% | 9.4% |
| Avg | +3.0% | +1.8% | +1.2% | +1.2% | +2.1% | 0.8% | +3.7% | 1.6% | +1.5% | +3.1% | +3.9% | +4.3% |
| Median | +0.8% | +0.3% | +1.0% | +1.5% | +1.4% | 0.9% | +3.3% | 0.0% | +0.0% | +6.3% | +1.0% | +5.0% |
| Win % | 51% | 51% | 56% | 56% | 55% | 42% | 63% | 50% | 49% | 67% | 54% | 69% |
2026
Jan+4.0%
Feb8.1%
Mar1.3%
Apr3.0%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+11.8%
Feb3.5%
Mar1.6%
Apr+4.0%
May+8.9%
Jun+3.3%
Jul+7.1%
Aug1.7%
Sep0.4%
Oct1.0%
Nov1.6%
Dec+7.7%
2024
Jan8.5%
Feb+6.6%
Mar+8.3%
Apr+2.2%
May0.6%
Jun+0.6%
Jul11.5%
Aug+0.3%
Sep0.4%
Oct+9.3%
Nov+17.3%
Dec10.6%
2023
Jan7.0%
Feb+1.0%
Mar32.8%
Apr0.3%
May+1.4%
Jun+7.6%
Jul+16.6%
Aug10.2%
Sep7.2%
Oct5.2%
Nov+18.4%
Dec+12.2%
2022
Jan+4.3%
Feb3.5%
Mar0.2%
Apr21.3%
May+6.0%
Jun9.9%
Jul+9.3%
Aug+3.1%
Sep+1.3%
Oct+10.8%
Nov+3.9%
Dec+0.9%
2021
Jan2.8%
Feb+20.1%
Mar+5.6%
Apr+8.0%
May+5.2%
Jun1.4%
Jul6.7%
Aug+7.5%
Sep+0.0%
Oct+12.6%
Nov5.4%
Dec+8.7%
2020
Jan4.2%
Feb10.2%
Mar17.5%
Apr+12.2%
May4.3%
Jun6.1%
Jul1.7%
Aug+7.8%
Sep+2.0%
Oct+13.5%
Nov+19.1%
Dec+8.7%
2019
Jan+12.6%
Feb1.3%
Mar7.1%
Apr+7.0%
May8.8%
Jun3.4%
Jul+7.6%
Aug11.0%
Sep+9.3%
Oct2.7%
Nov+22.0%
Dec3.9%
2018
Jan+3.8%
Feb0.4%
Mar1.5%
Apr+6.6%
May+0.1%
Jun8.1%
Jul0.1%
Aug0.3%
Sep3.2%
Oct5.9%
Nov2.8%
Dec7.3%
2017
Jan+4.5%
Feb1.8%
Mar+1.0%
Apr4.8%
May0.1%
Jun+10.9%
Jul0.1%
Aug6.8%
Sep+9.6%
Oct+2.5%
Nov+9.0%
Dec+5.3%
2016
Jan22.5%
Feb1.6%
Mar+11.9%
Apr+1.4%
May+7.9%
Jun17.2%
Jul+12.2%
Aug+11.0%
Sep+0.4%
Oct+0.4%
Nov+22.2%
Dec+2.1%
2015
Jan13.9%
Feb+13.1%
Mar+3.7%
Apr+0.2%
May+3.9%
Jun+3.2%
Jul+6.8%
Aug12.7%
Sep6.0%
Oct+6.9%
Nov+10.7%
Dec2.3%
2014
Jan4.5%
Feb+7.1%
Mar+3.1%
Apr2.9%
May4.8%
Jun+6.8%
Jul+3.1%
Aug+2.9%
Sep+3.1%
Oct2.4%
Nov1.0%
Dec+6.6%
2013
Jan+15.2%
Feb1.4%
Mar+8.9%
Apr4.1%
May+17.5%
Jun+6.9%
Jul+4.1%
Aug5.3%
Sep+1.3%
Oct+7.1%
Nov+8.3%
Dec+6.2%
2012
Jan+3.5%
Feb+19.8%
Mar+3.5%
Apr0.7%
May12.4%
Jun+3.8%
Jul2.3%
Aug+7.3%
Sep5.2%
Oct+6.3%
Nov3.1%
Dec+9.6%
2011
Jan+5.4%
Feb+5.4%
Mar5.0%
Apr+1.5%
May1.3%
Jun8.7%
Jul9.2%
Aug16.9%
Sep8.7%
Oct+8.9%
Nov2.1%
Dec5.9%
2010
Jan2.8%
Feb+0.5%
Mar+2.1%
Apr+3.2%
May15.0%
Jun13.2%
Jul+4.3%
Aug13.4%
Sep+9.0%
Oct+10.8%
Nov2.1%
Dec+13.9%
2009
Jan16.0%
Feb6.1%
Mar+22.0%
Apr+19.2%
May4.4%
Jun0.4%
Jul+1.9%
Aug+1.4%
Sep+6.0%
Oct9.5%
Nov+6.1%
Dec+2.6%
2008
Jan12.7%
Feb11.9%
Mar4.0%
Apr+14.8%
May+2.9%
Jun7.4%
Jul+11.4%
Aug+5.1%
Sep+8.3%
Oct26.4%
Nov3.8%
Dec11.8%
2007
Jan2.1%
Feb2.1%
Mar1.0%
Apr+4.5%
May+17.9%
Jun8.7%
Jul+3.1%
Aug1.6%
Sep+9.1%
Oct+7.6%
Nov+4.8%
Dec+5.1%
2006
Jan+0.8%
Feb+9.7%
Mar+6.2%
Apr+4.0%
May6.8%
Jun4.0%
Jul0.7%
Aug+3.0%
Sep+9.8%
Oct+1.7%
Nov+1.0%
Dec+5.5%
2005
Jan6.0%
Feb6.3%
Mar+0.0%
Apr1.5%
May+9.8%
Jun0.5%
Jul+21.4%
Aug1.1%
Sep+6.7%
Oct+5.3%
Nov+0.4%
Dec3.8%
2004
Jan+6.3%
Feb2.7%
Mar5.1%
Apr11.4%
May4.5%
Jun1.9%
Jul8.6%
Aug+7.8%
Sep2.7%
Oct0.4%
Nov+18.1%
Dec+10.8%
2003
Jan15.0%
Feb14.3%
Mar8.7%
Apr+19.5%
May+12.5%
Jun+4.1%
Jul+3.1%
Aug+4.5%
Sep+9.6%
Oct+13.9%
Nov14.4%
Dec+2.1%
2002
Jan7.1%
Feb9.2%
Mar+0.4%
Apr13.0%
May+6.3%
Jun7.4%
Jul20.0%
Aug+2.6%
Sep5.2%
Oct+5.5%
Nov+25.9%
Dec5.9%
2001
Jan7.0%
Feb20.8%
Mar26.2%
Apr+28.4%
May4.9%
Jun16.3%
Jul4.8%
Aug16.8%
Sep7.6%
Oct+12.0%
Nov+11.6%
Dec+7.8%
2000
Jan6.2%
Feb+16.7%
Mar+35.7%
Apr21.7%
May3.6%
Jun+17.7%
Jul+7.4%
Aug+5.7%
Sep7.0%
Oct1.0%
Nov21.1%
Dec+2.5%
1999
Jan+25.1%
Feb+6.1%
Mar+28.9%
Apr+14.2%
May3.8%
Jun+3.3%
Jul19.1%
Aug10.3%
Sep15.4%
Oct+15.6%
Nov1.8%
Dec+0.8%
1998
Jan13.0%
Feb+3.6%
Mar+0.5%
Apr7.7%
May5.0%
Jun1.9%
Jul+14.9%
Aug20.1%
Sep+31.7%
Oct+22.0%
Nov+17.5%
Dec+49.4%
1997
Jan+17.0%
Feb+0.3%
Mar14.8%
Apr+14.4%
May+11.0%
Jun0.2%
Jul+16.0%
Aug9.0%
Sep+25.4%
Oct4.5%
Nov+13.0%
Dec+8.8%
1996
Jan+25.5%
Feb+1.5%
Mar+1.1%
Apr5.1%
May0.8%
Jun+0.8%
Jul1.2%
Aug+3.5%
Sep7.5%
Oct+8.6%
Nov+21.1%
Dec+5.9%
1995
Jan+15.7%
Feb+10.7%
Mar+9.0%
Apr+6.5%
May+1.7%
Jun+25.7%
Jul+5.2%
Aug+1.2%
Sep+24.5%
Oct21.0%
Nov+5.8%
Dec16.9%
1994
Jan8.9%
Feb6.5%
Mar2.2%
Apr+5.2%
May+5.9%
Jun17.7%
Jul+8.5%
Aug+15.3%
Sep3.7%
Oct+20.4%
Nov10.5%
Dec+9.0%
1993
Jan+16.0%
Feb+7.4%
Mar+12.2%
Apr9.8%
May+7.4%
Jun+21.6%
Jul+1.6%
Aug+13.2%
Sep+5.3%
Oct+0.8%
Nov8.3%
Dec+1.8%
1992
Jan+5.1%
Feb+3.8%
Mar+4.6%
Apr17.5%
May+1.3%
Jun18.6%
Jul+5.1%
Aug8.6%
Sep20.0%
Oct+12.8%
Nov+22.8%
Dec+5.0%
1991
Jan+41.1%
Feb+14.1%
Mar+11.0%
Apr10.3%
May+24.1%
Jun+10.0%
Jul+11.3%
Aug+3.2%
Sep+9.7%
Oct+21.5%
Nov13.2%
Dec+39.1%
1990
Jan2.5%
Feb+13.0%
Mar+11.5%
Apr10.9%
May+4.1%
Jun3.2%
Jul10.5%
Aug7.3%
Sep9.9%
Oct+11.3%
Nov5.9%
Dec4.2%
1989
Jan+51.8%
Feb15.8%
Mar+2.9%
Apr+14.1%
May+16.3%
Jun6.4%
Jul+50.3%
Aug4.5%
Sep11.1%
Oct6.9%
Nov3.8%
Dec+11.0%
1988
Jan+8.3%
Feb+38.5%
Mar18.1%
Apr+3.4%
May9.8%
Jun+5.5%
Jul+3.4%
Aug10.0%
Sep+0.0%
Oct+11.1%
Nov10.0%
Dec+0.0%
1987
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug—
Sep3.8%
Oct50.4%
Nov15.9%
Dec9.4%
Avg
Jan+3.0%
Feb+1.8%
Mar+1.2%
Apr+1.2%
May+2.1%
Jun0.8%
Jul+3.7%
Aug1.6%
Sep+1.5%
Oct+3.1%
Nov+3.9%
Dec+4.3%
Median
Jan+0.8%
Feb+0.3%
Mar+1.0%
Apr+1.5%
May+1.4%
Jun0.9%
Jul+3.3%
Aug0.0%
Sep+0.0%
Oct+6.3%
Nov+1.0%
Dec+5.0%
Win %
Jan51%
Feb51%
Mar56%
Apr56%
May55%
Jun42%
Jul63%
Aug50%
Sep49%
Oct67%
Nov54%
Dec69%
Frequently asked questions
What is the best performing month for Charles Schwab (SCHW) stock?
- Historically, December is the best performing month for Charles Schwab (SCHW) stock with an average return of +4.28%.
What is the worst performing month for Charles Schwab (SCHW) stock?
- Historically, August is the worst performing month for Charles Schwab (SCHW) stock with an average return of 1.62%.
What is the best performing quarter for Charles Schwab (SCHW) stock?
- Historically, Q4 is the best performing quarter for Charles Schwab (SCHW) stock with an average return of +12.80%.
What is the worst performing quarter for Charles Schwab (SCHW) stock?
- Historically, Q2 is the worst performing quarter for Charles Schwab (SCHW) stock with an average return of +2.34%.
What is the best performing year for Charles Schwab (SCHW) stock?
- Historically, 1991 is the best performing year for Charles Schwab (SCHW) stock with a return of +303.96%.
What is the worst performing year for Charles Schwab (SCHW) stock?
- Historically, 1987 is the worst performing year for Charles Schwab (SCHW) stock with a return of 63.64%.
Which month has the highest win rate for Charles Schwab (SCHW) stock?
- Historically, December has the highest win rate for Charles Schwab (SCHW) stock — positive in 69% of years.
Which month has the lowest win rate for Charles Schwab (SCHW) stock?
- Historically, June has the lowest win rate for Charles Schwab (SCHW) stock — positive in 42% of years.
Which quarter has the highest win rate for Charles Schwab (SCHW) stock?
- Historically, Q4 has the highest win rate for Charles Schwab (SCHW) stock — positive in 74% of years.
Which quarter has the lowest win rate for Charles Schwab (SCHW) stock?
- Historically, Q2 has the lowest win rate for Charles Schwab (SCHW) stock — positive in 51% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
Explore more
SCHW Overview
Company profile, financial tools, and key metrics
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SCHW Revenue Counter
Earns $898.18 every second. See per minute, hour, and day.
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SCHW Earnings Counter
Earns $298.77 per second net profit. See per minute, hour, and day.
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SCHW Economic Scale
Exceeds Albania's GDP. Compare with world economies.
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SCHW What If Invested
What if you had invested $1,000? See historical returns from any date.
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SCHW How It Makes Money
Discover visual breakdown of $28.32B in revenue — where it comes from and where it goes.
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SCHW Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
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SCHW Daily Price Character
Explosive · 47.5% historical win rate (green days). Streaks & record days.
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SCHW Buybacks
3.56% TTM buyback yield. Shareholder yield & SBC comparison.
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SCHW Stock Split History
8 splits on record. Dates, ratios, and cumulative multiple.
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SCHW Dividend Profile
Yield: 1.24%. Safety: 7/8. See full history.
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SCHW Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
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SCHW Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
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SCHW Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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