Income StatementBalance SheetCash FlowSegments
Charles Schwab Corporation logo

Charles Schwab Corporation Business Segments

Business, geographic, and product segment breakdowns

Charles Schwab Corporation generates $24.8B in annual revenue across 2 key segments: Advisor Services ($2.6B), and Investor Services ($9.6B). Based on the Q1 2026 filing.

Advisor Services (TTM)$2.6BInvestor Services (TTM)$9.6B
Latest FilingQ1 2026
Report Date2026-05-08
Market Cap$156.78B
P/E Ratio16.64
ROE19.08%

Products & Services

Revenues from contracts with customers

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Mutual funds, ETFs, CTFs, and alternatives$851.0M$878.0M$884.0M$946.0M$970.0M$991.0M
Managed investing solutions$557.0M$569.0M$589.0M$619.0M$663.0M$674.0M
Order flow revenue$411.0M$443.0M$466.0M$490.0M$531.0M$560.0M
Commissions$407.0M$431.0M$431.0M$453.0M$482.0M$489.0M
Bank deposit account fees$241.0M$245.0M$247.0M$247.0M$238.0M$295.0M
Principal transactions$55.0M$34.0M$55.0M$52.0M$53.0M$40.0M

Geographic

MetricQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Concentration (percent)—42.0%——41.0%41.0%

Business Segments

Advertising and market development

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$65.0M$64.0M$70.0M$60.0M$86.0M$79.0M
Advisor Services$36.0M$32.0M$38.0M$41.0M$29.0M$22.0M

Acquired Intangible Amortization

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$106.0M$106.0M$104.0M$104.0M$104.0M$109.0M
Advisor Services$24.0M$24.0M$24.0M$23.0M$23.0M$23.0M

Communications

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$94.0M$113.0M$120.0M$105.0M$101.0M$113.0M
Advisor Services$37.0M$40.0M$56.0M$44.0M$41.0M$50.0M

Compensation and benefits

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$1.2B$1.3B$1.2B$1.3B$1.3B$1.4B
Advisor Services$357.0M$387.0M$345.0M$369.0M$365.0M$413.0M

D&A

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$170.0M$165.0M$162.0M$161.0M$156.0M$153.0M
Advisor Services$54.0M$52.0M$53.0M$51.0M$50.0M$48.0M

Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services193100000000.0%201100000000.0%227400000000.0%245600000000.0%258000000000.0%250900000000.0%
Advisor Services37400000000.0%44400000000.0%52900000000.0%56500000000.0%60000000000.0%67900000000.0%

Net interest revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$2.0B$2.2B$2.2B$2.4B$2.5B$2.4B
Advisor Services$493.0M$548.0M$578.0M$626.0M$670.0M$719.0M

Noninterest Expense

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$2.3B$2.4B$2.4B$2.4B$2.5B$2.6B
Advisor Services$698.0M$710.0M$687.0M$687.0M$700.0M$726.0M

Occupancy and equipment

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$213.0M$215.0M$212.0M$220.0M$229.0M$223.0M
Advisor Services$63.0M$59.0M$58.0M$60.0M$64.0M$62.0M

Other

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$199.0M$202.0M$209.0M$207.0M$188.0M$184.0M
Advisor Services$44.0M$42.0M$38.0M$33.0M$49.0M$38.0M

Professional services

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$232.0M$214.0M$231.0M$235.0M$273.0M$249.0M
Advisor Services$65.0M$55.0M$60.0M$58.0M$71.0M$54.0M

Regulatory fees and assessments

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$71.0M$70.0M$62.0M$51.0M$54.0M$59.0M
Advisor Services$18.0M$19.0M$15.0M$8.0M$8.0M$16.0M

Revenue

SegmentQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Investor Services$4.3B$4.4B$4.6B$4.9B$5.0B$5.1B
Advisor Services$1.1B$1.2B$1.2B$1.3B$1.3B$1.4B