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% | |
| Revenue by Business | ||||||
| Advisor Services | $1.41B+8.1% | $1.3B+3.8% | $1.25B+3.0% | $1.22B+5.4% | $1.15B+7.6% | |
| Investor Services | $5.08B+0.8% | $5.04B+3.1% | $4.88B+5.4% | $4.64B+4.3% | $4.45B+4.4% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Advisor Services | 67,900,000,000%+7,900,000,000pp | 60,000,000,000%+3,500,000,000pp | 56,500,000,000%+3,600,000,000pp | 52,900,000,000%+8,500,000,000pp | 44,400,000,000%+7,000,000,000pp | |
| Investor Services | 250,900,000,000%-7,100,000,000pp | 258,000,000,000%+12,400,000,000pp | 245,600,000,000%+18,200,000,000pp | 227,400,000,000%+26,300,000,000pp | 201,100,000,000%+8,000,000,000pp | |
| Noninterest Expense by Business | ||||||
| Advisor Services | $726M+3.7% | $700M+1.9% | $687M0.0% | $687M-3.2% | $710M+1.7% | |
| Investor Services | $2.57B+4.6% | $2.46B+1.2% | $2.43B+2.8% | $2.36B-3.0% | $2.43B+4.6% | |
| Other by Business | ||||||
| Advisor Services | $38M-22.4% | $49M+48.5% | $33M-13.2% | $38M-9.5% | $42M-4.5% | |
| Investor Services | $184M-2.1% | $188M-9.2% | $207M-1.0% | $209M+3.5% | $202M+1.5% | |
| Occupancy and equipment by Business | ||||||
| Advisor Services | $62M-3.1% | $64M+6.7% | $60M+3.4% | $58M-1.7% | $59M-6.3% | |
| Investor Services | $223M-2.6% | $229M+4.1% | $220M+3.8% | $212M-1.4% | $215M+0.9% | |
| Professional services by Business | ||||||
| Advisor Services | $54M-23.9% | $71M+22.4% | $58M-3.3% | $60M+9.1% | $55M-15.4% | |
| Investor Services | $249M-8.8% | $273M+16.2% | $235M+1.7% | $231M+7.9% | $214M-7.8% | |
| Compensation and benefits by Business | ||||||
| Advisor Services | $413M+13.2% | $365M-1.1% | $369M+7.0% | $345M-10.9% | $387M+8.4% | |
| Investor Services | $1.4B+10.6% | $1.27B-1.5% | $1.28B+7.8% | $1.19B-7.3% | $1.29B+9.3% | |
| Regulatory fees and assessments by Business | ||||||
| Advisor Services | $16M+100% | $8M0.0% | $8M-46.7% | $15M-21.1% | $19M+5.6% | |
| Investor Services | $59M+9.3% | $54M+5.9% | $51M-17.7% | $62M-11.4% | $70M-1.4% | |
| Advertising and market development by Business | ||||||
| Advisor Services | $22M-24.1% | $29M-29.3% | $41M+7.9% | $38M+18.8% | $32M-11.1% | |
| Investor Services | $79M-8.1% | $86M+43.3% | $60M-14.3% | $70M+9.4% | $64M-1.5% | |
| Communications by Business | ||||||
| Advisor Services | $50M+22.0% | $41M-6.8% | $44M-21.4% | $56M+40.0% | $40M+8.1% | |
| Investor Services | $113M+11.9% | $101M-3.8% | $105M-12.5% | $120M+6.2% | $113M+20.2% | |
| Acquired Intangible Amortization by Business | ||||||
| Advisor Services | $23M0.0% | $23M0.0% | $23M-4.2% | $24M0.0% | $24M0.0% | |
| Investor Services | $109M+4.8% | $104M0.0% | $104M0.0% | $104M-1.9% | $106M0.0% | |
| D&A by Business | ||||||
| Advisor Services | $48M-4.0% | $50M-2.0% | $51M-3.8% | $53M+1.9% | $52M-3.7% | |
| Investor Services | $153M-1.9% | $156M-3.1% | $161M-0.6% | $162M-1.8% | $165M-2.9% | |
| 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.
