Schwab Charles Corp (SCHW.PJ) revenue by segment
SCHW.PJNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW, SCHW.PD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/305% below fair value
$15.71−0.08 (-0.51%)
Close on Nov 3, 2026Market cap $154.40BP/E 16.2Yield 1.21%
Schwab Charles Corp revenue by segment
By business segment
| Revenue | TTM Q2 26 | TTM Q1 26 | TTM Q4 25 | TTM Q3 25 | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investor Services | $20.52B | $19.63B | $19.00B | $18.22B | $17.19B | $16.27B | $15.56B | $14.99B | $14.70B | $14.52B | $14.65B | $15.40B | 78.9% | +19.4% |
| Advisor Services | $5.50B | $5.17B | $4.92B | $4.69B | $4.44B | $4.20B | $4.05B | $3.75B | $3.80B | $3.94B | $4.19B | $4.48B | 21.1% | +23.9% |
By product or service
| Revenue | TTM Q2 26 | TTM Q1 26 | TTM Q4 25 | TTM Q3 25 | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset management and administration fees | $6.99B | $6.74B | $6.51B | $6.28B | $6.09B | $5.90B | $5.72B | $5.45B | $5.20B | $4.99B | $4.76B | $4.56B | 26.9% | +14.9% |
| Trading revenue | $4.37B | $4.10B | $3.92B | $3.73B | $3.53B | $3.36B | $3.26B | $3.16B | $3.13B | $3.16B | $3.23B | $3.36B | 16.8% | +23.7% |
| Mutual funds, ETFs, CTFs, and alternatives | $3.93B | $3.81B | $3.67B | $3.57B | $3.45B | $3.34B | $3.22B | $3.05B | $2.89B | $2.74B | $2.56B | $2.41B | 15.1% | +13.7% |
| Managed investing solutions | $2.66B | $2.55B | $2.44B | $2.33B | $2.27B | $2.20B | $2.13B | $2.05B | $1.96B | $1.92B | $1.87B | $1.84B | 10.2% | +17.1% |
| Order flow revenue | $2.21B | $2.05B | $1.93B | $1.81B | $1.68B | $1.57B | $1.48B | $1.37B | $1.33B | $1.34B | $1.40B | $1.51B | 8.5% | +31.5% |
| Commissions | $1.95B | $1.86B | $1.80B | $1.72B | $1.66B | $1.61B | $1.59B | $1.58B | $1.58B | $1.59B | $1.60B | $1.64B | 7.5% | +17.8% |
| Bank deposit account fees | $1.11B | $1.03B | $977.00M | $980.00M | $885.00M | $791.00M | $729.00M | $662.00M | $715.00M | $737.00M | $705.00M | $881.00M | 4.3% | +25.8% |
| Other | $400.00M | $752.00M | $401.00M | $815.00M | $845.00M | $804.00M | $366.00M | $349.00M | $341.00M | $332.00M | $325.00M | $314.00M | 1.5% | -52.7% |
| Principal transactions | $208.00M | $200.00M | $194.00M | $196.00M | $196.00M | $178.00M | $196.00M | $217.00M | $214.00M | $221.00M | $225.00M | $213.00M | 0.8% | +6.1% |
By region
From the segment and revenue-disaggregation notes of Schwab Charles's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.
Operating metrics
| States of operation | Q3 17 | Q2 17 | Q1 17 | Q3 16 | Q2 16 | Q3 15 | Q2 15 | Q1 15 | Q3 14 | Q2 14 | Q1 14 | Q3 13 | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| States of operation | 46 | 46 | 46 | 46 | 46 | 45 | 45 | 45 | 45 | 45 | 45 | 45 | 0.0% |
Counts and sizes Schwab Charles tags in the notes of its 10-K and 10-Q filings (XBRL), as of the end of each period; trailing-twelve-month view shows quarter-end figures. Breakdowns follow the company's own labels; at most 15 are shown per metric.
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