Charles Schwab (SCHW) Revenue & Revenue Breakdown

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Charles Schwab Revenue Highlights

Latest Revenue (Y)

$19.61B

Latest Revenue (Q)

$2.82B

Main Segment (Y)

Investor Services

Charles Schwab Revenue by Period

Charles Schwab Revenue by Year

Date	Revenue	Change
2024-12-31	$19.61B	4.08%
2023-12-31	$18.84B	-9.27%
2022-12-31	$20.76B	12.11%
2021-12-31	$18.52B	58.41%
2020-12-31	$11.69B	9.05%
2019-12-31	$10.72B	5.81%
2018-12-31	$10.13B	17.57%
2017-12-31	$8.62B	15.24%
2016-12-31	$7.48B	17.41%
2015-12-31	$6.37B	5.20%
2014-12-31	$6.05B	11.41%
2013-12-31	$5.43B	10.92%
2012-12-31	$4.90B	4.03%
2011-12-31	$4.71B	10.15%
2010-12-31	$4.28B	4.07%
2009-12-31	$4.11B	-21.17%
2008-12-31	$5.21B	4.35%
2007-12-31	$4.99B	15.90%
2006-12-31	$4.31B	19.07%
2005-12-31	$3.62B	-13.87%
2004-12-31	$4.20B	2.81%
2003-12-31	$4.09B	-0.10%
2002-12-31	$4.09B	-4.68%
2001-12-31	$4.29B	-25.85%
2000-12-31	$5.79B	29.02%
1999-12-31	$4.49B	63.95%
1998-12-31	$2.74B	19.03%
1997-12-31	$2.30B	24.20%
1996-12-31	$1.85B	30.35%
1995-12-31	$1.42B	33.37%
1994-12-31	$1.06B	10.32%
1993-12-31	$965.00M	-

Charles Schwab generated $19.61B in revenue during NA 2024, up 4.08% compared to the previous quarter, and up 182.87% compared to the same period a year ago.

Charles Schwab Revenue by Quarter

Date	Revenue	Change
2025-06-30	$2.82B	-57.56%
2025-03-31	$6.65B	-0.02%
2024-12-31	$6.65B	1.50%
2024-09-30	$6.55B	3.21%
2024-06-30	$6.35B	33.95%
2024-03-31	$4.74B	4.04%
2023-12-31	$4.56B	-1.09%
2023-09-30	$4.61B	-1.07%
2023-06-30	$4.66B	-10.68%
2023-03-31	$5.21B	-5.17%
2022-12-31	$5.50B	-0.05%
2022-09-30	$5.50B	4.58%
2022-06-30	$5.26B	12.56%
2022-03-31	$4.67B	-0.76%
2021-12-31	$4.71B	3.02%
2021-09-30	$4.57B	0.95%
2021-06-30	$4.53B	-6.06%
2021-03-31	$4.82B	15.40%
2020-12-31	$4.18B	70.59%
2020-09-30	$2.45B	-3.89%
2020-06-30	$2.55B	-2.67%
2020-03-31	$2.62B	0.42%
2019-12-31	$2.61B	-3.87%
2019-09-30	$2.71B	1.12%
2019-06-30	$2.68B	-1.54%
2019-03-31	$2.72B	2.02%
2018-12-31	$2.67B	3.49%
2018-09-30	$2.58B	3.74%
2018-06-30	$2.49B	3.67%
2018-03-31	$2.40B	6.96%
2017-12-31	$2.24B	3.56%
2017-09-30	$2.17B	1.64%
2017-06-30	$2.13B	2.35%
2017-03-31	$2.08B	5.53%
2016-12-31	$1.97B	3.30%
2016-09-30	$1.91B	4.55%
2016-06-30	$1.83B	3.40%
2016-03-31	$1.77B	4.44%
2015-12-31	$1.69B	6.22%
2015-09-30	$1.59B	1.79%
2015-06-30	$1.56B	2.76%
2015-03-31	$1.52B	-2.06%
2014-12-31	$1.55B	0.26%
2014-09-30	$1.55B	5.37%
2014-06-30	$1.47B	-0.54%
2014-03-31	$1.48B	3.21%
2013-12-31	$1.43B	4.67%
2013-09-30	$1.37B	2.47%
2013-06-30	$1.34B	3.09%
2013-03-31	$1.30B	9.00%
2012-12-31	$1.19B	-1.65%
2012-09-30	$1.21B	-6.57%
2012-06-30	$1.29B	7.21%
2012-03-31	$1.21B	7.10%
2011-12-31	$1.13B	-6.24%
2011-09-30	$1.20B	0.75%
2011-06-30	$1.19B	-2.05%
2011-03-31	$1.22B	25.31%
2010-12-31	$972.00M	-8.82%
2010-09-30	$1.07B	-2.02%
2010-06-30	$1.09B	10.34%
2010-03-31	$986.00M	-5.74%
2009-12-31	$1.05B	2.35%
2009-09-30	$1.02B	-6.92%
2009-06-30	$1.10B	-2.40%
2009-03-31	$1.13B	-12.38%
2008-12-31	$1.28B	2.64%
2008-09-30	$1.25B	-4.36%
2008-06-30	$1.31B	0.08%
2008-03-31	$1.31B	-2.83%
2007-12-31	$1.34B	-

Charles Schwab generated $2.82B in revenue during Q2 2025, up -57.56% compared to the previous quarter, and up 59.54% compared to the same period a year ago.

Charles Schwab Revenue Breakdown

Charles Schwab Revenue Breakdown by Product

Annual Revenue by Product

Product/Service	Dec 24	Dec 23	Dec 22	Dec 21	Dec 20
Investor Services	$15.56B	-	-	-	-
Advisor Services	$4.05B	-	-	-	-
Commissions	-	$1.60B	$1.79B	$2.05B	$739.00M
Principal Transactions	-	$225.00M	$148.00M	$49.00M	$56.00M
Trading Revenue Service	-	$3.23B	-	-	-
Order Flow Revenue	-	$1.40B	$1.74B	$2.05B	$621.00M
Investment Performance	-	$2.56B	$2.06B	$1.96B	$1.77B
Investment Advice	-	$1.87B	$1.85B	$1.99B	$1.44B
Financial Service, Other	-	$325.00M	$307.00M	$320.00M	$262.00M
Product and Service, Other	-	$719.00M	-	-	-

Charles Schwab's latest annual revenue breakdown by segment (product or service), as of Dec 24: Investor Services (79.35%), and Advisor Services (20.65%).

Quarterly Revenue by Product

Product/Service	Jun 25	Mar 25	Dec 24	Sep 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20
Advisor Services	$1.22B	$1.15B	$2.99B	$1.06B	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Investor Services	$4.63B	$4.45B	$11.77B	$3.79B	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Commissions	-	-	-	-	$391.00M	$394.00M	$394.00M	$422.00M	$425.00M	$435.00M	$443.00M	$484.00M	$491.00M	$466.00M	$479.00M	$614.00M	$407.00M	$108.00M	$111.00M	$113.00M
Financial Service, Other	-	-	-	-	$84.00M	$82.00M	$79.00M	$80.00M	$73.00M	$75.00M	$76.00M	$83.00M	$79.00M	$87.00M	$76.00M	$78.00M	$73.00M	$64.00M	$62.00M	$63.00M
Investment Advice	-	-	-	-	$475.00M	$476.00M	$464.00M	$453.00M	$445.00M	$452.00M	$461.00M	$496.00M	$524.00M	$511.00M	$490.00M	$468.00M	$444.00M	$373.00M	$314.00M	$312.00M
Investment Performance	-	-	-	-	$682.00M	$666.00M	$630.00M	$585.00M	$531.00M	$520.00M	$515.00M	$489.00M	$507.00M	$503.00M	$481.00M	$470.00M	$470.00M	$423.00M	$425.00M	$452.00M
Order Flow Revenue	-	-	-	-	$300.00M	$325.00M	$365.00M	$414.00M	$406.00M	$432.00M	$430.00M	$470.00M	$515.00M	$482.00M	$465.00M	$591.00M	$427.00M	$67.00M	$72.00M	$55.00M
Principal Transactions	-	-	-	-	$76.00M	$49.00M	$44.00M	$56.00M	$64.00M	$63.00M	$12.00M	$9.00M	$11.00M	$16.00M	$11.00M	$11.00M	$20.00M	$6.00M	$10.00M	$20.00M
Trading Revenue Service	-	-	-	-	$2.46B	$768.00M	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Product and Service, Other	-	-	-	-	$547.00M	$172.00M	-	-	-	-	-	-	-	-	-	-	-	-	-	-

Charles Schwab's latest quarterly revenue breakdown by segment (product or service), as of Jun 25: Investor Services (79.22%), and Advisor Services (20.78%).

Charles Schwab Peer Comparison by Revenue

Ticker	Company	Last Year Revenue	Last Quarter Revenue
MS	Morgan Stanley	$61.50B	$29.35B
GS	Goldman Sachs Group	$52.16B	$31.27B
COF	Capital One Financial	$46.03B	$21.09B
USB	U.S. Bancorp	$28.01B	$10.53B
SCHW	Charles Schwab	$19.61B	$2.82B
BLK	BlackRock	$18.56B	$5.97B
MARA	Marathon Digital	$656.38M	$238.49M
RIOT	Riot Platforms	$376.66M	$152.99M
APLD	Applied Digital	$144.19M	$64.22M

SCHW Revenue FAQ

What is Charles Schwab’s yearly revenue?

Charles Schwab's yearly revenue for 2024 was $19.61B, representing an increase of 4.08% compared to 2023. The company's yearly revenue for 2023 was $18.84B, representing a decrease of -9.27% compared to 2022. SCHW's yearly revenue for 2022 was $20.76B, representing an increase of 12.11% compared to 2021.

What is Charles Schwab’s quarterly revenue?

Charles Schwab's quarterly revenue for Q2 2025 was $2.82B, a -57.56% decrease from the previous quarter (Q1 2025), and a -55.55% decrease year-over-year (Q2 2024). The company's quarterly revenue for Q1 2025 was $6.65B, a -0.02% decrease from the previous quarter (Q4 2024), and a 40.30% increase year-over-year (Q1 2024). SCHW's quarterly revenue for Q4 2024 was $6.65B, a 1.50% increase from the previous quarter (Q3 2024), and a 45.98% increase year-over-year (Q4 2023).

What is Charles Schwab’s revenue growth rate?

Charles Schwab's revenue growth rate for the last 3 years (2022-2024) was -5.57%, and for the last 5 years (2020-2024) was 67.70%.

What are Charles Schwab’s revenue streams?

Charles Schwab's revenue streams in c 24 are Investor Services, and Advisor Services. Investor Services generated $15.56B in revenue, accounting 79.35% of the company's total revenue Advisor Services generated $4.05B in revenue, accounting 20.65% of the company's total revenue

What is Charles Schwab’s main source of revenue?

For the fiscal year ending Dec 24, the largest source of revenue of Charles Schwab was Investor Services. This segment made a revenue of $15.56B, representing 79.35% of the company's total revenue.