Managed investing solutions — Revenues from contracts with customers
Charles Schwab Corporation Managed investing solutions — Revenues from contracts with customers increased by 1.7% to $674.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 18.5%, from $569.00M to $674.00M. Over 3 years (FY 2022 to FY 2025), Managed investing solutions — Revenues from contracts with customers shows an upward trend with a 9.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates growth in advisory assets or higher fee-based service adoption, while a decrease may signal asset outflows or a shift toward lower-fee investment products.
Detailed definition
This metric represents the revenue generated from fees charged for managed investment products and advisory services pro...
Peer comparison
Comparable to asset management fees or advisory revenue reported by other large-scale brokerage and wealth management firms.
schw_segment_managed_investing_solutions_revenues_from_contracts_with_customersHistorical Data
| 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 | $490.00M | $511.00M | $496.00M | $461.00M | $452.00M | $445.00M | $453.00M | $464.00M | $476.00M | $475.00M | $503.00M | $510.00M | $559.00M | $557.00M | $569.00M | $589.00M | $619.00M | $663.00M | $674.00M |
| QoQ Change | — | +4.3% | -2.9% | -7.1% | -2.0% | -1.5% | +1.8% | +2.4% | +2.6% | -0.2% | +5.9% | +1.4% | +9.6% | -0.4% | +2.2% | +3.5% | +5.1% | +7.1% | +1.7% |
| YoY Change | — | — | — | -5.9% | -11.5% | — | -8.7% | +0.7% | +5.3% | +6.7% | +11.0% | +9.9% | +17.4% | +17.3% | +13.1% | +15.5% | +10.7% | +19.0% | +18.5% |
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Frequently Asked Questions
- What is Charles Schwab Corporation's managed investing solutions — revenues from contracts with customers?
- Charles Schwab Corporation (SCHW) reported managed investing solutions — revenues from contracts with customers of $674.00M in Q1 2026.
- How has Charles Schwab Corporation's managed investing solutions — revenues from contracts with customers changed year-over-year?
- Charles Schwab Corporation's managed investing solutions — revenues from contracts with customers increased by 18.5% year-over-year, from $569.00M to $674.00M.
- What is the long-term trend for Charles Schwab Corporation's managed investing solutions — revenues from contracts with customers?
- Over 3 years (2022 to 2025), Charles Schwab Corporation's managed investing solutions — revenues from contracts with customers has grown at a 9.6% compound annual growth rate (CAGR), from $1.85B to $2.44B.
- What does managed investing solutions — revenues from contracts with customers mean?
- Revenue earned from fees for managing client investments and providing advisory services.