What if you invested in Charles Schwab in 2015?
SCHW · Financial · Data through 2026-06-01
If you invested $1,000 in Charles Schwab in 2015
The same $1,000 in the S&P 500 would be worth $4,521(+352.1%)
The S&P 500 returned $4,521 on the same $1,000. S&P 500 outperformed by $435.
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Compare Charles Schwab to another stock
See how Charles Schwab stacks up since 2015, head to head.
What if Charles Schwab keeps this up?
Project forward at Charles Schwab's 12.9% historical growth rate. See 5-30 year scenarios.
Growth of $1,000
Charles Schwab vs. S&P 500 vs. US Dollar, 2015 to present
Year-by-Year Returns
$1,000 invested in Charles Schwab starting January 2015
| Year | Price | Value | Annual |
|---|---|---|---|
| 2015 | $22.58 | $1,000 | - |
| 2016 | $22.36 | $990 | -1% |
| 2017 | $36.47 | $1,615 | +63.1% |
| 2018 | $47.53 | $2,105 | +30.3% |
| 2019 | $42.05 | $1,862 | -11.5% |
| 2020 | $41.61 | $1,843 | -1% |
| 2021 | $47.95 | $2,124 | +15.2% |
| 2022 | $82.45 | $3,652 | +72% |
| 2023 | $73.60 | $3,260 | -10.7% |
| 2024 | $60.83 | $2,694 | -17.4% |
| 2025 | $81.15 | $3,594 | +33.4% |
| 2026 | $103.20 | $4,571 | +27.2% |
What this return means
$1,000 invested in Charles Schwab (SCHW) in 2015 is worth $4,087 today. That is a +308.7% gain, a little over 4.1x your money, measured to 2026-06-01.
That is about 12.9% a year compounded, broadly in line with long-run stock market averages. A plain S&P 500 fund would have grown that $1,000 to about $4,521 instead, beating Charles Schwab by around $435. The index compounded at about 13.9% a year, a reminder that a single stock can lag a basket of them.
The year-by-year record shows how bumpy the ride was. The best single year was 2022 at +72.0%, and the worst was 2024 at -17.4%. At its lowest point the position was down about 26% from an earlier high. These figures use split-adjusted closing prices and exclude dividends, taxes, trading fees, and inflation, so a real after-tax result would differ.
Treat this as history rather than advice. Past performance does not guarantee future results.
What if you invested $100 a month instead?
Most people do not drop a lump sum in on day one. They add a fixed amount every month. Putting $100 into Charles Schwab at the close of every month from January 2015 through June 2026 means 138 buys and $13,800 contributed over about 11.5 years.
$100/month, dollar-cost averaged
$28,343
+105.4% on $13,800 in
Same $13,800, all in at the start
$56,392
+308.6% on $13,800 in
Going all in at the start beat spreading the buys out by $28,049. That is the usual result when a stock trends up: each monthly buy pays a higher price than the last, so the average cost climbs. Averaging in also meant an average buy price of $44.93 per share across the whole stretch, so the monthly buyer never had to time a single low. Neither number counts dividends, taxes, or trading costs.
Illustrative fixed $100/month example, not a recommendation. Figures are computed from SCHW split-adjusted monthly closes through June 2026. Past performance does not guarantee future results.
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For informational and educational purposes only. Not financial advice. Past performance does not guarantee future results. All calculations are based on split-adjusted closing prices from Yahoo Finance and do not account for dividends, taxes, or trading fees. See our methodology and full disclaimer.