What if you'd held SCHW?
A $1,000 investment in Charles Schwab Corporation (The) (SCHW) at the month-end close of 1987-09 would be worth $478,550 at the close of 2026-08 — +47755.0% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $23,950.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 1987
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1987 | $1,000 | — |
| 1988 | $1,124 | +12.4% |
| 1989 | $2,328 | +107.0% |
| 1990 | $1,926 | -17.3% |
| 1991 | $7,780 | +304.0% |
| 1992 | $6,752 | -13.2% |
| 1993 | $12,647 | +87.3% |
| 1994 | $13,756 | +8.8% |
| 1995 | $23,993 | +74.4% |
| 1996 | $38,435 | +60.2% |
| 1997 | $75,928 | +97.5% |
| 1998 | $153,215 | +101.8% |
| 1999 | $208,906 | +36.3% |
| 2000 | $232,753 | +11.4% |
| 2001 | $127,210 | -45.3% |
| 2002 | $89,613 | -29.6% |
| 2003 | $98,259 | +9.6% |
| 2004 | $99,992 | +1.8% |
| 2005 | $123,553 | +23.6% |
| 2006 | $164,202 | +32.9% |
| 2007 | $229,779 | +39.9% |
| 2008 | $147,014 | -36.0% |
| 2009 | $173,579 | +18.1% |
| 2010 | $160,091 | -7.8% |
| 2011 | $107,054 | -33.1% |
| 2012 | $139,043 | +29.9% |
| 2013 | $254,870 | +83.3% |
| 2014 | $298,650 | +17.2% |
| 2015 | $328,275 | +9.9% |
| 2016 | $397,255 | +21.0% |
| 2017 | $521,010 | +31.2% |
| 2018 | $424,969 | -18.4% |
| 2019 | $494,565 | +16.4% |
| 2020 | $561,666 | +13.6% |
| 2021 | $899,960 | +60.2% |
| 2022 | $900,927 | +0.1% |
| 2023 | $757,056 | -16.0% |
| 2024 | $826,447 | +9.2% |
| 2025 | $1.13M | +36.6% |
| 2026 | $1.27M | +12.1% |
Best and worst month-end to buy
The best single month-end close to have bought SCHW was 1987-12 ($0.09): $1,000 then is $1.27M today. The worst was 2026-08 ($111): $1,000 then is $1,000.
FAQ
What would $1,000 in SCHW be worth today?
A $1,000 investment in Charles Schwab Corporation (The) (SCHW) at the start of 1987 would be worth about $478,550 today, a total return of +47755.0%. Dividends are reinvested in these figures.
What were the best and worst years for SCHW?
Charles Schwab Corporation (The) (SCHW)'s strongest calendar year since 1987 was 1991, a +304.0% return — $1,000 held through that year became about $4,040 by year-end. Its weakest year was 2001, at -45.3%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in SCHW have grown?
Investing $100 at the end of every month since 1987-09 would have grown to about $4.35M on $46,800 invested.
Did SCHW beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $23,950. SCHW beat the S&P 500 by +1898.1% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Charles Schwab Corporation (The) (SCHW) historical total-return data from 1987-09 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.