Charles Schwab Corporation Principal transactions — Revenues from contracts with customers decreased by 24.5% to $40.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 17.6%, from $34.00M to $40.00M. Over 3 years (FY 2022 to FY 2025), Principal transactions — Revenues from contracts with customers shows an upward trend with a 9.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase typically signals higher client trading activity or increased market volatility, while a decrease may indicate lower market participation or reduced trading spreads.
This metric represents revenue generated from principal trading activities where the firm acts as a market maker or coun...
Comparable to 'Principal Transactions' or 'Trading Revenue' reported by other large-scale retail and institutional brokerage firms.
schw_segment_principal_transactions_revenues_from_contracts_with_customers| 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 | $11.00M | $16.00M | $9.00M | $12.00M | $63.00M | $64.00M | $56.00M | $44.00M | $49.00M | $76.00M | $52.00M | $37.00M | $52.00M | $55.00M | $34.00M | $55.00M | $52.00M | $53.00M | $40.00M |
| QoQ Change | — | +45.5% | -43.8% | +33.3% | +425.0% | +1.6% | -12.5% | -21.4% | +11.4% | +55.1% | -31.6% | -28.8% | +40.5% | +5.8% | -38.2% | +61.8% | -5.5% | +1.9% | -24.5% |
| YoY Change | — | — | — | +9.1% | +293.8% | — | +522.2% | +266.7% | -22.2% | +18.8% | -7.1% | -15.9% | +6.1% | -27.6% | -34.6% | +48.6% | +0.0% | -3.6% | +17.6% |