If you invested in
A $1,000 investment in Charles Schwab Corporation (SCHW) in January 2016 would be worth $4,098 as of June 2026 with dividends reinvested — 14.5% a year. Use the dropdowns above to try any amount, ticker, or starting month back to September 1987.
Over the same period, the same $1,000 would be worth $4,557 in the S&P 500 (SPY) and $7,667 in the Nasdaq-100 (QQQ). SCHW trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in SCHW since January 2016#
monthlyCharles Schwab Corporation (SCHW). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in SCHW by starting month#
$1,000 invested in SCHW, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $4,098 | $7,667 | 4.1× | 14.5% |
| 2017 | $2,513 | $6,338 | 2.5× | 10.3% |
| 2018 | $1,928 | $4,619 | 1.9× | 8.2% |
| 2019 | $2,179 | $4,614 | 2.2× | 11.1% |
| 2020 | $2,202 | $3,513 | 2.2× | 13.2% |
| 2021 | $1,911 | $2,429 | 1.9× | 12.8% |
| 2022 | $1,112 | $2,095 | 1.1× | 2.4% |
| 2023 | $1,245 | $2,562 | 1.2× | 6.7% |
| 2024 | $1,507 | $1,798 | 1.5× | 18.8% |
| 2025 | $1,130 | $1,427 | 1.1× | 9.3% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. SCHW data begins September 1987; values as of June 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live SCHW chart and fundamentals on the SCHW quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in SCHW be worth today?
- A $1,000 investment in Charles Schwab Corporation (SCHW) in January 2016 would be worth about $4,098 as of June 2026, with dividends reinvested. That works out to about 14.5% a year.
- How far back does the SCHW calculation go?
- SCHW data begins September 1987. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
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