The Charles Schwab Corporation (SCHW)

Revenue Breakdown

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012
Net Interest Revenue	12.72B	11.75B	9.14B
Asset Management & Administration Revenue	6.99B	6.51B	5.72B
Trading Revenue	4.37B	3.92B	3.26B
Bank Deposit Account Revenue	1.11B	977.00M	729.00M
Other Service Revenue	834.00M	767.00M	753.00M
Revenue (Total)	26.03B	23.92B	19.61B

Revenue Breakdown 2

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012
Investor Services Revenue	-	19.00B	15.56B
Advisor Services Revenue	-	4.92B	4.05B
Revenue (Total)	26.03B	23.92B	19.61B

EBT

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012
Investor Services Income Before Taxes on Income	9.32B	6.32B
Advisor Services Income Before Taxes on Income	2.14B	1.37B

Key Performance Indicators

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018	FY 2017	FY 2016	FY 2015	FY 2014	FY 2013	FY 2012
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019	Dec 31, 2018	Dec 31, 2017	Dec 31, 2016	Dec 31, 2015	Dec 31, 2014	Dec 31, 2013	Dec 31, 2012
Investor Services Net New Client Assets	205.70B	213.80B	161.10B
Advisor Services Net New Client Assets	345.50B	284.80B	200.50B
Total Net New Client Assets	551.20B	498.60B	361.60B
Core Net New Client Assets	561.20B	519.40B	366.90B
Client Assets	13.08T	11.90T	10.10T
Average Client Assets	-	10.81T	9.40T
New Brokerage Accounts	5.10M	4.69M	4.17M
Active Brokerage Accounts	39.80M	38.51M	36.46M
Assets Receiving Ongoing Advisory Services	-	6.02T	5.06T
Margin Loan Balances	165.10B	112.30B	83.80B
Client Cash as a Percentage of Client Assets	9.00%	9.70%	10.10%

Data Source: Fiscal.ai Last updated: Jul 21, 2026

Financial data is provided by Fiscal.ai and updates within minutes after each earnings release, which is every three months for this company.

Update frequency:

Quarterly

Last checked:

Aug 3, 2026

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