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)
Annual figures from Schwab Charles's filings and investor materials
Latest, 2025
4,922
Period ended Dec 31, 2025
Change on a year earlier
+21.6%
4,048 in 2024
History
11 years
Since 2015
Sources
9
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Advisor Services segment — total net revenues ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 4,922 | +21.6% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2024 | Dec 31, 2024 | 4,048 | -3.3% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2023 | Dec 31, 2023 | 4,187 | -14.8% | Charles Schwab Form 10-K, filed 2026-02-25 ↗ |
| 2022 | Dec 31, 2022 | 4,916 | +21.1% | Charles Schwab Form 10-K, filed 2025-02-26 ↗ |
| 2021 | Dec 31, 2021 | 4,059 | +31.7% | Charles Schwab Form 10-K, filed 2024-02-23 ↗ |
| 2020 | Dec 31, 2020 | 3,083 | -0.5% | Charles Schwab Form 10-K, filed 2023-02-24 ↗ |
| 2019 | Dec 31, 2019 | 3,098 | +10.2% | Charles Schwab Form 10-K, filed 2022-02-24 ↗ |
| 2018 | Dec 31, 2018 | 2,811 | +16.3% | Charles Schwab Form 10-K, filed 2021-02-24 ↗ |
| 2017 | Dec 31, 2017 | 2,418 | +17.0% | Charles Schwab Form 10-K, filed 2020-02-26 ↗ |
| 2016 | Dec 31, 2016 | 2,067 | +28.5% | Charles Schwab Form 10-K, filed 2019-02-22 ↗ |
| 2015 | Dec 31, 2015 | 1,609 | – | Charles Schwab Form 10-K, filed 2018-02-22 ↗ |
Breakdown
What makes up advisor services segment — total net revenues
Cite this data
StockData. (2026). Schwab Charles Advisor Services segment — total net revenues ($M), annual 2015–2025 [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.