Charles Schwab Corporation SCHW Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net interest revenue by Business | ||||||
| Advisor Services | $2.59B+7.1% | $2.42B+7.9% | $2.25B+8.8% | $2.06B+8.2% | $1.91B+4.4% | |
| Investor Services | $9.6B+2.9% | $9.33B+5.2% | $8.86B+7.9% | $8.22B+6.6% | $7.71B+5.4% | |
| Revenue by Business | ||||||
| Advisor Services | $5.17B+5.1% | $4.92B+4.9% | $4.69B+5.7% | $4.44B+5.8% | $4.2B+3.7% | |
| Investor Services | $19.63B+3.3% | $19B+4.3% | $18.22B+6.0% | $17.19B+5.6% | $16.27B+4.6% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Advisor Services | 237,300,000,000%+23,500,000,000pp | 213,800,000,000%+22,600,000,000pp | 191,200,000,000%+25,600,000,000pp | 165,600,000,000%+21,600,000,000pp | 144,000,000,000%+6,800,000,000pp | |
| Investor Services | 981,900,000,000%+49,800,000,000pp | 932,100,000,000%+64,900,000,000pp | 867,200,000,000%+92,300,000,000pp | 774,900,000,000%+84,000,000,000pp | 690,900,000,000%+58,900,000,000pp | |
| Noninterest Expense by Business | ||||||
| Advisor Services | $2.8B+0.6% | $2.78B+0.1% | $2.78B-0.1% | $2.79B+0.9% | $2.76B+3.1% | |
| Investor Services | $9.81B+1.4% | $9.68B+1.4% | $9.55B+1.2% | $9.44B+0.8% | $9.36B+1.3% | |
| Other by Business | ||||||
| Advisor Services | $158M-2.5% | $162M+3.2% | $157M-3.1% | $162M-3.0% | $167M+7.7% | |
| Investor Services | $788M-2.2% | $806M-1.3% | $817M-1.7% | $831M+0.4% | $828M+5.9% | |
| Occupancy and equipment by Business | ||||||
| Advisor Services | $244M+1.2% | $241M+0.4% | $240M0.0% | $240M+1.3% | $237M0.0% | |
| Investor Services | $884M+0.9% | $876M+1.9% | $860M+1.1% | $851M+2.3% | $832M+1.1% | |
| Professional services by Business | ||||||
| Advisor Services | $243M-0.4% | $244M+2.5% | $238M+1.7% | $234M+3.1% | $227M+3.7% | |
| Investor Services | $988M+3.7% | $953M+4.5% | $912M+3.8% | $879M+2.9% | $854M+2.4% | |
| Compensation and benefits by Business | ||||||
| Advisor Services | $1.49B+1.8% | $1.47B+0.5% | $1.46B+1.1% | $1.44B+1.2% | $1.43B+2.7% | |
| Investor Services | $5.14B+2.3% | $5.03B+1.8% | $4.94B+2.4% | $4.82B+1.5% | $4.75B+2.1% | |
| Regulatory fees and assessments by Business | ||||||
| Advisor Services | $47M-6.0% | $50M-16.7% | $60M-14.3% | $70M-6.7% | $75M-13.8% | |
| Investor Services | $226M-4.6% | $237M-6.7% | $254M-7.0% | $273M-4.9% | $287M-7.7% | |
| Advertising and market development by Business | ||||||
| Advisor Services | $130M-7.1% | $140M-4.8% | $147M-0.7% | $148M+0.7% | $147M+4.3% | |
| Investor Services | $295M+5.4% | $280M+8.1% | $259M+0.4% | $258M0.0% | $258M+0.8% | |
| Communications by Business | ||||||
| Advisor Services | $191M+5.5% | $181M+2.3% | $177M0.0% | $177M+1.7% | $174M-1.1% | |
| Investor Services | $439M0.0% | $439M+1.6% | $432M+0.5% | $430M+0.2% | $429M+3.4% | |
| Acquired Intangible Amortization by Business | ||||||
| Advisor Services | $93M-1.1% | $94M-1.1% | $95M-2.1% | $97M0.0% | $97M+31.1% | |
| Investor Services | $421M+0.7% | $418M-0.5% | $420M-0.2% | $421M-0.2% | $422M-5.2% | |
| D&A by Business | ||||||
| Advisor Services | $202M-1.9% | $206M-1.9% | $210M-2.3% | $215M+2.4% | $210M+5.0% | |
| Investor Services | $632M-1.9% | $644M-2.1% | $658M-2.1% | $672M-3.3% | $695M-2.9% | |
| Revenues from contracts with customers by Product | ||||||
| Bank deposit account fees | $1.03B+5.1% | $977M-0.3% | $980M+10.7% | $885M+11.9% | $791M+8.5% | |
| Commissions | $1.86B+3.2% | $1.8B+4.4% | $1.72B+3.9% | $1.66B+3.0% | $1.61B+1.1% | |
| Managed investing solutions | $2.55B+4.3% | $2.44B+4.5% | $2.33B+2.6% | $2.27B+3.6% | $2.2B+3.1% | |
| Mutual funds, ETFs, CTFs, and alternatives | $3.79B+3.1% | $3.68B+3.3% | $3.56B+3.5% | $3.44B+3.0% | $3.34B+3.7% | |
| Order flow revenue | $2.05B+6.1% | $1.93B+6.6% | $1.81B+7.9% | $1.68B+7.0% | $1.57B+6.2% | |
| Principal transactions | $200M+3.1% | $194M-1.0% | $196M0.0% | $196M+10.1% | $178M-9.2% |
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.
