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The Charles Schwab Corporation (NEO:SCHW)
Canada flag Canada · Delayed Price · Currency is CAD
27.93
+0.24 (0.87%)
Nov 28, 2025, 10:16 AM EST

Revenue Breakdown

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
TTMFY 2024FY 2023FY 2022FY 20212011 - 2020
Period Ending
Sep '25 Dec '24 Dec '23 Dec '22 Dec '21 2011 - 2020
Net Interest Revenue
11.11B9.14B
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Asset Management & Administration Revenue
6.28B5.72B
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Trading Revenue
3.73B3.26B
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Bank Deposit Account Revenue
980.00M729.00M
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Other Service Revenue
815.00M753.00M
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Revenue (Other)
980.00M729.00M
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Revenue (Total)
23.89B20.34B
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Revenue Breakdown 2

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
TTMFY 2024FY 2023FY 2022FY 20212011 - 2020
Period Ending
Sep '25 Dec '24 Dec '23 Dec '22 Dec '21 2011 - 2020
Investor Services Revenue
-15.56B
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Advisor Services Revenue
-4.05B
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Revenue (Total)
23.89B20.34B
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EBT

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
FY 2024FY 2023FY 2022FY 20212011 - 2020
Period Ending
Dec '24 Dec '23 Dec '22 Dec '21 2011 - 2020
Investor Services Income Before Taxes on Income
6.32B
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Advisor Services Income Before Taxes on Income
1.37B
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Key Performance Indicators

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
TTMFY 2024FY 2023FY 2022FY 20212011 - 2020
Period Ending
Sep '25 Dec '24 Dec '23 Dec '22 Dec '21 2011 - 2020
Investor Services Net New Client Assets
199.60B161.10B
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Advisor Services Net New Client Assets
249.20B200.50B
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Total Net New Client Assets
448.80B361.60B
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Core Net New Client Assets
470.30B366.90B
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Client Assets
11.59T10.10T
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Average Client Assets
-9.40T
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New Brokerage Accounts
4.54M4.17M
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Active Brokerage Accounts
37.96M36.46M
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Assets Receiving Ongoing Advisory Services
5.81T5.06T
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Client Cash as a Percentage of Client Assets
9.40%10.10%
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Updated Sep 30, 2025. Data Source: Fiscal.ai.