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Schwab Charles Corp (SCHW) operating KPIs

SCHWNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW.PD, SCHW.PJ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/307% below fair value
$88.05−1.42 (-1.59%)

Close on Oct 30, 2026Market cap $152.27BP/E 16.0Yield 1.23%

Schwab Charles advisor Services segment — total net revenues ($M)

Quarterly figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
1,544
Period ended Jun 30, 2026
Change on a year earlier
+27.0%
1,216 in Q2 2025
History
28 quarters
Since Q3 2019
Sources
23
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedAdvisor Services segment — total net revenues ($M)Year on yearSource
Q2 2026Jun 30, 20261,544+27.0%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2026Mar 31, 20261,405+21.8%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2025Dec 31, 20251,300+21.3%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2025Sep 30, 20251,252+25.3%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2025Jun 30, 20251,216+24.8%Charles Schwab Form 10-Q, filed 2026-08-07 ↗
Q1 2025Mar 31, 20251,154+15.1%Charles Schwab Form 10-Q, filed 2026-05-08 ↗
Q4 2024Dec 31, 20241,072+38.3%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2024Sep 30, 2024999-4.5%Charles Schwab Form 10-Q, filed 2025-11-07 ↗
Q2 2024Jun 30, 2024974-12.5%Charles Schwab Form 10-Q, filed 2025-08-08 ↗
Q1 2024Mar 31, 20241,003-20.0%Charles Schwab Form 10-Q, filed 2025-05-09 ↗
Q4 2023Dec 31, 2023775-27.1%Charles Schwab Form 10-K, filed 2026-02-25 ↗
Q3 2023Sep 30, 20231,046-24.6%Charles Schwab Form 10-Q, filed 2024-11-08 ↗
Q2 2023Jun 30, 20231,113-15.6%Charles Schwab Form 10-Q, filed 2024-08-08 ↗
Q1 2023Mar 31, 20231,253+9.3%Charles Schwab Form 10-Q, filed 2024-05-09 ↗
Q4 2022Dec 31, 20221,063+0.3%Charles Schwab Form 10-K, filed 2025-02-26 ↗
Q3 2022Sep 30, 20221,388+37.6%Charles Schwab Form 10-Q, filed 2023-11-08 ↗

Breakdown

What makes up advisor services segment — total net revenues

Cite this data

StockData. (2026). Schwab Charles Advisor Services segment — total net revenues ($M), quarterly Q3 2019–Q2 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/ctx-as-rev

See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.