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% | |
| Revenue by Business | ||||||
| Advisor Services | $1.41B+21.8% | $1.3B+21.3% | $1.25B+25.3% | $1.22B+24.8% | $1.15B+15.1% | |
| Investor Services | $5.08B+14.2% | $5.04B+18.3% | $4.88B+26.9% | $4.64B+24.7% | $4.45B+18.9% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Advisor Services | 67,900,000,000%+23,500,000,000pp | 60,000,000,000%+22,600,000,000pp | 56,500,000,000%+25,600,000,000pp | 52,900,000,000%+21,600,000,000pp | 44,400,000,000%+6,800,000,000pp | |
| Investor Services | 250,900,000,000%+49,800,000,000pp | 258,000,000,000%+64,900,000,000pp | 245,600,000,000%+92,300,000,000pp | 227,400,000,000%+84,000,000,000pp | 201,100,000,000%+58,900,000,000pp | |
| Noninterest Expense by Business | ||||||
| Advisor Services | $726M+2.3% | $700M+0.3% | $687M-0.4% | $687M+3.9% | $710M+13.2% | |
| Investor Services | $2.57B+5.5% | $2.46B+5.6% | $2.43B+4.8% | $2.36B+3.5% | $2.43B+5.1% | |
| Other by Business | ||||||
| Advisor Services | $38M-9.5% | $49M+11.4% | $33M-13.2% | $38M-11.6% | $42M+40.0% | |
| Investor Services | $184M-8.9% | $188M-5.5% | $207M-6.3% | $209M+1.5% | $202M+29.5% | |
| Occupancy and equipment by Business | ||||||
| Advisor Services | $62M+5.1% | $64M+1.6% | $60M0.0% | $58M+5.5% | $59M0.0% | |
| Investor Services | $223M+3.7% | $229M+7.5% | $220M+4.3% | $212M+9.8% | $215M+4.4% | |
| Professional services by Business | ||||||
| Advisor Services | $54M-1.8% | $71M+9.2% | $58M+7.4% | $60M+13.2% | $55M+17.0% | |
| Investor Services | $249M+16.4% | $273M+17.7% | $235M+16.3% | $231M+12.1% | $214M+10.3% | |
| Compensation and benefits by Business | ||||||
| Advisor Services | $413M+6.7% | $365M+2.2% | $369M+4.5% | $345M+5.2% | $387M+10.9% | |
| Investor Services | $1.4B+8.9% | $1.27B+7.6% | $1.28B+9.8% | $1.19B+6.1% | $1.29B+8.1% | |
| Regulatory fees and assessments by Business | ||||||
| Advisor Services | $16M-15.8% | $8M-55.6% | $8M-55.6% | $15M-25.0% | $19M-38.7% | |
| Investor Services | $59M-15.7% | $54M-23.9% | $51M-27.1% | $62M-18.4% | $70M-25.5% | |
| Advertising and market development by Business | ||||||
| Advisor Services | $22M-31.3% | $29M-19.4% | $41M-2.4% | $38M+2.7% | $32M+23.1% | |
| Investor Services | $79M+23.4% | $86M+32.3% | $60M+1.7% | $70M0.0% | $64M+3.2% | |
| Communications by Business | ||||||
| Advisor Services | $50M+25.0% | $41M+10.8% | $44M0.0% | $56M+5.7% | $40M-4.8% | |
| Investor Services | $113M0.0% | $101M+7.4% | $105M+1.9% | $120M+0.8% | $113M+14.1% | |
| Acquired Intangible Amortization by Business | ||||||
| Advisor Services | $23M-4.2% | $23M-4.2% | $23M-8.0% | $24M0.0% | $24M+2,300% | |
| Investor Services | $109M+2.8% | $104M-1.9% | $104M-1.0% | $104M-1.0% | $106M-17.8% | |
| D&A by Business | ||||||
| Advisor Services | $48M-7.7% | $50M-7.4% | $51M-8.9% | $53M+10.4% | $52M+23.8% | |
| Investor Services | $153M-7.3% | $156M-8.2% | $161M-8.0% | $162M-12.4% | $165M-11.3% | |
| 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.
