Charles Schwab Corporation SCHW Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net interest revenue by Business | ||||||
| Advisor Services | $719M+31.2% | $670M+35.9% | $626M+40.7% | $578M+37.0% | $548M+17.3% | |
| Investor Services | $2.43B+12.4% | $2.5B+22.8% | $2.42B+36.4% | $2.24B+29.3% | $2.16B+22.2% | |
| Revenues from contracts with customers by Product | ||||||
| Bank deposit account fees | $295M+20.4% | $238M-1.2% | $247M+62.5% | $247M+61.4% | $245M+33.9% | |
| Commissions | $489M+13.5% | $482M+18.4% | $453M+16.8% | $431M+12.5% | $431M+4.4% | |
| Managed investing solutions | $674M+18.5% | $663M+19.0% | $619M+10.7% | $589M+15.5% | $569M+13.1% | |
| Mutual funds, ETFs, CTFs, and alternatives | $991M+12.9% | $970M+14.0% | $946M+14.4% | $884M+12.6% | $878M+15.8% | |
| Order flow revenue | $560M+26.4% | $531M+29.2% | $490M+37.3% | $466M+30.5% | $443M+25.9% | |
| Principal transactions | $40M+17.6% | $53M-3.6% | $52M0.0% | $55M+48.6% | $34M-34.6% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Charles Schwab Corporation break its business down?
- Charles Schwab Corporation (SCHW) reports net interest revenue by business across 2 parts — Advisor Services and Investor Services. Each is extracted from the segment footnotes and tracked over time.
- Where does Charles Schwab Corporation's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Charles Schwab Corporation's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
