Business Segments · Revenue
Investor Services — Revenue
Charles Schwab Corporation Investor Services — Revenue increased by 0.8% to $5.08B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 14.2%, from $4.45B to $5.08B. Over 3 years (FY 2022 to FY 2025), Investor Services — Revenue shows an upward trend with a 6.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2015
Last reportedQ1 2026
Rolls up toTotal Revenue
How to read this metric
Growth indicates successful client acquisition, increased trading activity, or higher asset-based fee generation.
Detailed definition
The total top-line revenue generated by the Investor Services segment, encompassing asset management fees, trading commi...
Peer comparison
Standard segment revenue metric used across the financial services industry to measure business unit size.
Metric ID:
schw_segment_investor_services_revenuesHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 3.5B | 3.6B | 3.5B | 3.8B | 4.1B | 4.4B | 3.9B | 3.5B | 3.6B | 3.7B | 3.7B | 3.7B | 3.8B | 4.4B | 4.4B | 4.6B | 4.9B | 5B | 5.1B |
| QoQ Change | — | +1.0% | -1.0% | +7.0% | +9.0% | +7.8% | -12.9% | -8.3% | +0.5% | +3.5% | -0.3% | -0.5% | +3.6% | +17.4% | +0.0% | +4.3% | +5.4% | +3.1% | +0.8% |
| YoY Change | — | — | — | +7.0% | +15.5% | — | +9.6% | -6.1% | -13.4% | -16.9% | -4.9% | +3.1% | +6.4% | +20.7% | +21.1% | +26.8% | +28.9% | +13.3% | +14.2% |
Range3.5B – 5.1B
CAGR+8.4%
Avg YoY Growth+8.3%
Median YoY Growth+9.6%
Current Streak7 quarters growth
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Frequently Asked Questions
- What is Charles Schwab Corporation's investor services — revenue?
- Charles Schwab Corporation (SCHW) reported investor services — revenue of $5.08B in Q1 2026.
- How has Charles Schwab Corporation's investor services — revenue changed year-over-year?
- Charles Schwab Corporation's investor services — revenue increased by 14.2% year-over-year, from $4.45B to $5.08B.
- What is the long-term trend for Charles Schwab Corporation's investor services — revenue?
- Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — revenue has grown at a 6.2% compound annual growth rate (CAGR), from $15.85B to $19.00B.
- What does investor services — revenue mean?
- The total income generated by the Investor Services business unit from all its service offerings.