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Charles Schwab Corporation SCHW Managed investing solutions — Revenues from contracts with customers
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Where this comes from
Reported directly by Charles Schwab Corporation in its filing.
Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
The source filing: Charles Schwab Corporation’s 10-Q, filed May 8, 2026.
- Filed
- May 8, 2026, 4:17 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0000316709-26-000019
| Line item | Three Months Ended March 31, 2026 | Three Months Ended March 31, 2025 |
|---|---|---|
| Net interest revenue | 3,144 | 2,706 |
| Asset management and administration fees | ||
| Mutual funds, ETFs, CTFs, and alternatives (2) | 991 | 878 |
| Managed investing solutions | 674 | 569 |
| Other (2) | 94 | 83 |
| Asset management and administration fees | 1,759 | 1,530 |
| Trading revenue | ||
| Commissions | 489 | 431 |
Item 1. Condensed Consolidated Financial Statements (Unaudited):
FAQ
- 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 $674M 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 $569M to $674M.
- 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?
- This metric represents the revenue generated from fees charged for managed investment products and advisory services provided to clients. It encompasses income derived from asset management, investment advisory, and related administrative services delivered through various wealth management platforms. This revenue stream is primarily driven by the total value of assets under management and the specific fee structures associated with the advisory programs utilized by clients.
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