Charles Schwab Corporation SCHW Business Segments
| FY'25 | FY'24 | FY'23 | ||
|---|---|---|---|---|
| Net interest revenue by Business | ||||
| Advisor Services | $2.42B+32.6% | $1.83B-18.2% | $2.23B-18.6% | |
| Investor Services | $9.33B+27.5% | $7.32B+1.7% | $7.19B-9.4% | |
| Revenue by Business | ||||
| Advisor Services | $4.92B+21.6% | $4.05B-3.3% | $4.19B-14.8% | |
| Investor Services | $19B+22.1% | $15.56B+6.2% | $14.65B-7.5% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||
| Advisor Services | 213,800,000,000%+76,600,000,000pp | 137,200,000,000%+20,500,000,000pp | 116,700,000,000%-108,800,000,000pp | |
| Investor Services | 932,100,000,000%+300,100,000,000pp | 632,000,000,000%+110,900,000,000pp | 521,100,000,000%-192,200,000,000pp | |
| Noninterest Expense by Business | ||||
| Advisor Services | $2.78B+4.0% | $2.68B-11.4% | $3.02B+13.5% | |
| Investor Services | $9.68B+4.8% | $9.24B-2.1% | $9.44B+8.3% | |
| Other by Business | ||||
| Advisor Services | $162M+4.5% | $155M-28.9% | $218M+49.3% | |
| Investor Services | $806M+3.1% | $782M+11.2% | $703M+23.8% | |
| Occupancy and equipment by Business | ||||
| Advisor Services | $241M+1.7% | $237M-21.8% | $303M+5.9% | |
| Investor Services | $876M+6.4% | $823M-13.5% | $951M+7.0% | |
| Professional services by Business | ||||
| Advisor Services | $244M+11.4% | $219M-6.4% | $234M+4.9% | |
| Investor Services | $953M+14.3% | $834M+1.2% | $824M+1.9% | |
| Compensation and benefits by Business | ||||
| Advisor Services | $1.47B+5.7% | $1.39B-9.7% | $1.54B+10.9% | |
| Investor Services | $5.03B+7.9% | $4.66B-2.6% | $4.78B+5.0% | |
| Regulatory fees and assessments by Business | ||||
| Advisor Services | $50M-42.5% | $87M-45.6% | $160M+146% | |
| Investor Services | $237M-23.8% | $311M-19.6% | $387M+96.4% | |
| Advertising and market development by Business | ||||
| Advisor Services | $140M-0.7% | $141M+39.6% | $101M-1.9% | |
| Investor Services | $280M+9.4% | $256M-13.5% | $296M-6.3% | |
| Communications by Business | ||||
| Advisor Services | $181M+2.8% | $176M-6.4% | $188M+6.2% | |
| Investor Services | $439M+5.8% | $415M-5.9% | $441M+7.3% | |
| Acquired Intangible Amortization by Business | ||||
| Advisor Services | $94M+27.0% | $74M-12.9% | $85M-20.6% | |
| Investor Services | $418M-6.1% | $445M-0.9% | $449M-8.2% | |
| D&A by Business | ||||
| Advisor Services | $206M+3.0% | $200M+2.6% | $195M+15.4% | |
| Investor Services | $644M-10.1% | $716M+17.6% | $609M+26.1% | |
| Revenues from contracts with customers by Product | ||||
| Bank deposit account fees | $977M+34.0% | $729M+3.4% | $705M-50.0% | |
| Commissions | $1.8B+12.9% | $1.59B-0.6% | $1.6B-10.4% | |
| Managed investing solutions | $2.44B+14.6% | $2.13B+14.0% | $1.87B+0.8% | |
| Mutual funds, ETFs, CTFs, and alternatives | $3.68B+14.2% | $3.22B+25.7% | $2.56B+24.7% | |
| Order flow revenue | $1.93B+30.7% | $1.48B+5.2% | $1.4B-19.2% | |
| Principal transactions | $194M-1.0% | $196M-12.9% | $225M+52.0% |
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.
