If you invested $1,000 in SCHW — what it would be worth today
A $1,000 investment in Charles Schwab Corporation (SCHW) in January 2016 would be worth $4,385 as of August 2026 with dividends reinvested — 15.0% 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 $4,684 in the S&P 500 (SPY) and $7,427 in the Nasdaq-100 (QQQ). SCHW trailed both the S&P 500 and the Nasdaq-100 over that period.
What $1,000 in SCHW would be worth today, by starting month#
each bar = one starting month, held to today$1,000 invested in SCHW, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $4,385 | $7,427 | 4.4× | 15.0% |
| 2017 | $2,715 | $6,141 | 2.7× | 11.0% |
| 2018 | $2,099 | $4,475 | 2.1× | 9.1% |
| 2019 | $2,394 | $4,470 | 2.4× | 12.3% |
| 2020 | $2,458 | $3,403 | 2.5× | 14.7% |
| 2021 | $2,172 | $2,353 | 2.2× | 15.0% |
| 2022 | $1,277 | $2,029 | 1.3× | 5.5% |
| 2023 | $1,446 | $2,482 | 1.4× | 11.0% |
| 2024 | $1,779 | $1,742 | 1.8× | 25.4% |
| 2025 | $1,353 | $1,382 | 1.4× | 21.7% |
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 August 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 $4,385 as of August 2026, with dividends reinvested. That works out to about 15.0% 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.