The Charles Schwab Corporation (SCHW)
NYSE: SCHW · Real-Time Price · USD
91.97
-1.18 (-1.27%)
At close: Apr 21, 2026, 4:00 PM EDT
92.29
+0.32 (0.35%)
After-hours: Apr 21, 2026, 5:36 PM EDT

Revenue Breakdown

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
TTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015FY 2014FY 2013FY 2012
Period Ending
Mar '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21 Dec '20 Dec '19 Dec '18 Dec '17 Dec '16 Dec '15 Dec '14 Dec '13 Dec '12
Net Interest Revenue
12.19B11.75B9.14B
Net Interest Revenue Growth
3.73%28.50%-3.00%
Asset Management & Administration Revenue
6.74B6.51B5.72B
Asset Management & Administration Revenue Growth
3.52%13.82%20.18%
Trading Revenue
4.10B3.92B3.26B
Trading Revenue Growth
4.62%20.13%1.05%
Bank Deposit Account Revenue
1.03B977.00M729.00M
Bank Deposit Account Revenue Growth
5.12%34.02%3.40%
Other Service Revenue
752.00M767.00M753.00M
Other Service Revenue Growth
-1.96%1.86%4.73%
Revenue (Total)
24.80B23.92B19.61B
Revenue (Total) Growth
3.69%22.01%4.08%

Revenue Breakdown 2

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
TTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015FY 2014FY 2013FY 2012
Period Ending
Mar '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21 Dec '20 Dec '19 Dec '18 Dec '17 Dec '16 Dec '15 Dec '14 Dec '13 Dec '12
Investor Services Revenue
-19.00B15.56B
Investor Services Revenue Growth
-22.12%6.20%
Advisor Services Revenue
-4.92B4.05B
Advisor Services Revenue Growth
-21.59%-3.32%
Revenue (Total)
24.80B23.92B19.61B
Revenue (Total) Growth
3.69%22.01%4.08%

EBT

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015FY 2014FY 2013FY 2012
Period Ending
Dec '25 Dec '24 Dec '23 Dec '22 Dec '21 Dec '20 Dec '19 Dec '18 Dec '17 Dec '16 Dec '15 Dec '14 Dec '13 Dec '12
Investor Services Income Before Taxes on Income
9.32B6.32B
Investor Services Income Before Taxes on Income Growth
47.48%21.28%
Advisor Services Income Before Taxes on Income
2.14B1.37B
Advisor Services Income Before Taxes on Income Growth
55.83%17.57%

Key Performance Indicators

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
TTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016FY 2015FY 2014FY 2013FY 2012
Period Ending
Mar '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21 Dec '20 Dec '19 Dec '18 Dec '17 Dec '16 Dec '15 Dec '14 Dec '13 Dec '12
Investor Services Net New Client Assets
198.40B213.80B161.10B
Investor Services Net New Client Assets Growth
-7.20%32.71%-11.14%
Advisor Services Net New Client Assets
307.70B284.80B200.50B
Advisor Services Net New Client Assets Growth
8.04%42.05%28.61%
Total Net New Client Assets
506.10B498.60B361.60B
Total Net New Client Assets Growth
1.50%37.89%7.24%
Core Net New Client Assets
521.70B519.40B366.90B
Core Net New Client Assets Growth
0.44%41.56%20.02%
Client Assets
11.77T11.90T10.10T
Client Assets Growth
-1.14%17.84%18.61%
Average Client Assets
-10.81T9.40T
Average Client Assets Growth
-14.98%20.61%
New Brokerage Accounts
4.81M4.69M4.17M
New Brokerage Accounts Growth
2.47%12.52%9.56%
Active Brokerage Accounts
39.10M38.51M36.46M
Active Brokerage Accounts Growth
1.54%5.62%4.64%
Assets Receiving Ongoing Advisory Services
-6.02T5.06T
Assets Receiving Ongoing Advisory Services Growth
-18.94%16.66%
Client Cash as a Percentage of Client Assets
9.90%9.70%10.10%
Updated Apr 16, 2026. Data Source: Fiscal.ai.