Charles Schwab Corporation SCHW Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net interest revenue by Business | ||||||
| Advisor Services | $719M+7.3% | $670M+7.0% | $626M+8.3% | $578M+5.5% | $548M+11.2% | |
| Investor Services | $2.43B-3.1% | $2.5B+3.2% | $2.42B+8.0% | $2.24B+4.0% | $2.16B+5.9% | |
| Revenues from contracts with customers by Product | ||||||
| Bank deposit account fees | $295M+23.9% | $238M-3.6% | $247M0.0% | $247M+0.8% | $245M+1.7% | |
| Commissions | $489M+1.5% | $482M+6.4% | $453M+5.1% | $431M0.0% | $431M+5.9% | |
| Managed investing solutions | $674M+1.7% | $663M+7.1% | $619M+5.1% | $589M+3.5% | $569M+2.2% | |
| Mutual funds, ETFs, CTFs, and alternatives | $991M+2.2% | $970M+2.5% | $946M+7.0% | $884M+0.7% | $878M+3.2% | |
| Order flow revenue | $560M+5.5% | $531M+8.4% | $490M+5.2% | $466M+5.2% | $443M+7.8% | |
| Principal transactions | $40M-24.5% | $53M+1.9% | $52M-5.5% | $55M+61.8% | $34M-38.2% |
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.
