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	Mar 31, 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	12.19B	11.75B	9.14B
Net Interest Revenue Growth	3.73%	28.50%	-3.00%
Asset Management & Administration Revenue	6.74B	6.51B	5.72B
Asset Management & Administration Revenue Growth	3.52%	13.82%	20.18%
Trading Revenue	4.10B	3.92B	3.26B
Trading Revenue Growth	4.62%	20.13%	1.05%
Bank Deposit Account Revenue	1.03B	977.00M	729.00M
Bank Deposit Account Revenue Growth	5.12%	34.02%	3.40%
Other Service Revenue	752.00M	767.00M	753.00M
Other Service Revenue Growth	-1.96%	1.86%	4.73%
Revenue (Total)	24.80B	23.92B	19.61B
Revenue (Total) Growth	3.69%	22.01%	4.08%

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	Mar 31, 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	19.63B	19.00B	15.56B
Investor Services Revenue Growth	3.33%	22.12%	6.20%
Advisor Services Revenue	5.17B	4.92B	4.05B
Advisor Services Revenue Growth	5.10%	21.59%	-3.32%
Revenue (Total)	24.80B	23.92B	19.61B
Revenue (Total) Growth	3.69%	22.01%	4.08%

EBT

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	Mar 31, 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 Income Before Taxes on Income	9.82B	9.32B	6.32B
Investor Services Income Before Taxes on Income Growth	5.34%	47.48%	21.28%
Advisor Services Income Before Taxes on Income	2.37B	2.14B	1.37B
Advisor Services Income Before Taxes on Income Growth	10.99%	55.83%	17.57%

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	Mar 31, 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	198.40B	213.80B	161.10B
Investor Services Net New Client Assets Growth	-7.20%	32.71%	-11.14%
Advisor Services Net New Client Assets	307.70B	284.80B	200.50B
Advisor Services Net New Client Assets Growth	8.04%	42.05%	28.61%
Total Net New Client Assets	506.10B	498.60B	361.60B
Total Net New Client Assets Growth	1.50%	37.89%	7.24%
Core Net New Client Assets	521.70B	519.40B	366.90B
Core Net New Client Assets Growth	0.44%	41.56%	20.02%
Client Assets	11.77T	11.90T	10.10T
Client Assets Growth	-1.14%	17.84%	18.61%
Average Client Assets	-	10.81T	9.40T
Average Client Assets Growth	-	14.98%	20.61%
New Brokerage Accounts	4.81M	4.69M	4.17M
New Brokerage Accounts Growth	2.47%	12.52%	9.56%
Active Brokerage Accounts	39.10M	38.51M	36.46M
Active Brokerage Accounts Growth	1.54%	5.62%	4.64%
Assets Receiving Ongoing Advisory Services	6.04T	6.02T	5.06T
Assets Receiving Ongoing Advisory Services Growth	0.37%	18.94%	16.66%
Client Cash as a Percentage of Client Assets	9.90%	9.70%	10.10%

Updated May 8, 2026. Data Source: Fiscal.ai.