Charles Schwab (SCHW) Revenue & Revenue Breakdown

Overview ForecastOwnership Financials Chart Transcripts

Charles Schwab Revenue Highlights

Latest Revenue (Y)

$27.68B

Latest Revenue (Q)

$9.25B

Main Segment (Y)

Investor Services

Charles Schwab Revenue by Period

Charles Schwab Revenue by Year

Date	Revenue	Change
2025-12-31	$27.68B	6.45%
2024-12-31	$26.00B	1.87%
2023-12-31	$25.52B	14.41%
2022-12-31	$22.31B	17.43%
2021-12-31	$19.00B	56.88%
2020-12-31	$12.11B	2.75%
2019-12-31	$11.79B	7.24%
2018-12-31	$10.99B	22.65%
2017-12-31	$8.96B	17.14%
2016-12-31	$7.65B	17.66%
2015-12-31	$6.50B	5.60%
2014-12-31	$6.16B	11.14%
2013-12-31	$5.54B	9.70%
2012-12-31	$5.05B	3.38%
2011-12-31	$4.88B	9.16%
2010-12-31	$4.47B	-
2009-12-31	$4.47B	-17.71%
2008-12-31	$5.44B	-3.20%
2007-12-31	$5.62B	12.61%
2006-12-31	$4.99B	21.07%
2005-12-31	$4.12B	-8.02%
2004-12-31	$4.48B	3.49%
2003-12-31	$4.33B	-2.19%
2002-12-31	$4.42B	-14.94%
2001-12-31	$5.20B	-27.14%
2000-12-31	$7.14B	32.62%
1999-12-31	$5.38B	58.91%
1998-12-31	$3.39B	19.08%
1997-12-31	$2.85B	24.97%
1996-12-31	$2.28B	60.35%
1995-12-31	$1.42B	33.37%
1994-12-31	$1.06B	10.32%
1993-12-31	$965.00M	-

Charles Schwab generated $27.68B in revenue during NA 2025, up 6.45% compared to the previous quarter, and up 228.55% compared to the same period a year ago.

Charles Schwab Revenue by Quarter

Date	Revenue	Change
2025-09-30	$9.25B	35.70%
2025-06-30	$6.82B	2.50%
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	-1.54%
2024-03-31	$6.45B	44.61%
2023-12-31	$4.46B	-3.19%
2023-09-30	$4.61B	-1.07%
2023-06-30	$4.66B	-8.99%
2023-03-31	$5.12B	-6.93%
2022-12-31	$5.50B	-0.05%
2022-09-30	$5.50B	7.99%
2022-06-30	$5.09B	9.01%
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	-3.99%
2021-03-31	$4.71B	12.91%
2020-12-31	$4.18B	70.59%
2020-09-30	$2.45B	-0.08%
2020-06-30	$2.45B	-6.38%
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 $9.25B in revenue during Q3 2025, up 35.70% compared to the previous quarter, and up 145.68% 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 25	Dec 24	Dec 23	Dec 22	Dec 21
Investor Services	$19.00B	$15.56B	-	-	-
Advisor Services	$4.92B	$4.05B	-	-	-
Principal Transactions	-	-	$225.00M	$148.00M	$49.00M
Product and Service, Other	-	-	$719.00M	-	-
Trading Revenue Service	-	-	$3.23B	-	-
Commissions	-	-	$1.60B	$1.79B	$2.05B
Financial Service, Other	-	-	$325.00M	$307.00M	$320.00M
Investment Advice	-	-	$1.87B	$1.85B	$1.99B
Investment Performance	-	-	$2.56B	$2.06B	$1.96B
Order Flow Revenue	-	-	$1.40B	$1.74B	$2.05B

Charles Schwab's latest annual revenue breakdown by segment (product or service), as of Dec 25: Investor Services (79.42%), and Advisor Services (20.58%).

Quarterly Revenue by Product

Product/Service	Dec 25	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
Advisor Services	$2.55B	$1.22B	$1.15B	$2.99B	$1.06B	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Investor Services	$9.92B	$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
Trading Revenue Service	-	-	-	-	-	$2.46B	$768.00M	-	-	-	-	-	-	-	-	-	-	-	-	-
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
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
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
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
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
Product and Service, Other	-	-	-	-	-	$547.00M	$172.00M	-	-	-	-	-	-	-	-	-	-	-	-	-

Charles Schwab's latest quarterly revenue breakdown by segment (product or service), as of Dec 25: Investor Services (79.54%), and Advisor Services (20.46%).

Charles Schwab Peer Comparison by Revenue

Ticker	Company	Last Year Revenue	Last Quarter Revenue
MUFG	Mitsubishi UFJ Financial Group	$10.70T	$2.72T
BAC	Bank of America	$188.75B	$48.22B
C	Citigroup	$168.30B	$43.84B
GS	Goldman Sachs Group	$125.10B	$37.30B
MS	Morgan Stanley	$116.11B	$31.19B
SCHW	Charles Schwab	$27.68B	$9.25B
BLK	BlackRock	$24.22B	$6.51B
BX	Blackstone	$13.83B	$3.09B
HOOD	Robinhood Markets	$4.47B	$456.00M

SCHW Revenue FAQ

What is Charles Schwab’s yearly revenue?

Charles Schwab's yearly revenue for 2025 was $27.68B, representing an increase of 6.45% compared to 2024. The company's yearly revenue for 2024 was $26B, representing an increase of 1.87% compared to 2023. SCHW's yearly revenue for 2023 was $25.52B, representing an increase of 14.41% compared to 2022.

What is Charles Schwab’s quarterly revenue?

Charles Schwab's quarterly revenue for Q3 2025 was $9.25B, a 35.70% increase from the previous quarter (Q2 2025), and a 41.14% increase year-over-year (Q3 2024). The company's quarterly revenue for Q2 2025 was $6.82B, a 2.50% increase from the previous quarter (Q1 2025), and a 7.36% increase year-over-year (Q2 2024). SCHW's quarterly revenue for Q1 2025 was $6.65B, a -0.02% decrease from the previous quarter (Q4 2024), and a 3.13% increase year-over-year (Q1 2024).

What is Charles Schwab’s revenue growth rate?

Charles Schwab's revenue growth rate for the last 3 years (2023-2025) was 8.44%, and for the last 5 years (2021-2025) was 45.69%.

What are Charles Schwab’s revenue streams?

Charles Schwab's revenue streams in c 25 are Investor Services, and Advisor Services. Investor Services generated $19B in revenue, accounting 79.42% of the company's total revenue, up 22.12% year-over-year. Advisor Services generated $4.92B in revenue, accounting 20.58% of the company's total revenue, up 21.59% year-over-year.

What is Charles Schwab’s main source of revenue?

For the fiscal year ending Dec 25, the largest source of revenue of Charles Schwab was Investor Services. This segment made a revenue of $19B, representing 79.42% of the company's total revenue.