Schwab Charles Corp splits its revenue into 2 lines in its filings. The largest line in Q2 of fiscal 2026, the quarter ended Jun 30, 2026 was Investor Services at $5.5 billion, 78% of the total.
USD in millions. The percent under a figure is the change from the same quarter a year earlier.
| Line |
TTM
Jun 30, 2026
|
Q2 FY2026
Jun 30, 2026
|
Q1 FY2026
Mar 31, 2026
|
Q4 FY2025
Dec 31, 2025
|
Q3 FY2025
Sep 30, 2025
|
Q2 FY2025
Jun 30, 2025
|
Q1 FY2025
Mar 31, 2025
|
Q4 FY2024
Dec 31, 2024
|
Q3 FY2024
Sep 30, 2024
|
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
26,025
|
7,072
|
6,482
|
6,336
|
6,135
|
5,851
|
5,599
|
5,329
|
4,847
|
| Investor Services |
20,524
+19.4%
share 78.9%
|
5,528
+19.3%
share 78.2%
|
5,077
+14.2%
share 78.3%
|
5,036
+18.3%
share 79.5%
|
4,883
+26.9%
share 79.6%
|
4,635
share 79.2%
|
4,445
share 79.4%
|
4,257
share 79.9%
|
3,848
share 79.4%
|
| Advisor Services |
5,501
+23.9%
share 21.1%
|
1,544
+27.0%
share 21.8%
|
1,405
+21.8%
share 21.7%
|
1,300
+21.3%
share 20.5%
|
1,252
+25.3%
share 20.4%
|
1,216
share 20.8%
|
1,154
share 20.6%
|
1,072
share 20.1%
|
999
share 20.6%
|
How these figures are calculated
Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.
Company profile
- Industry
- Security Brokers, Dealers & Flotation Companies (SIC 6211)
- Listed as
- SCHW (NYSE), SCHW-PD (NYSE), SCHW-PJ (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Westlake, TX
- SEC filer status
- Large accelerated filer
- SEC CIK
- 316709
Other Security Brokers, Dealers & Flotation Companies companies
- Morgan Stanley MS
- Goldman Sachs Group Inc GS
- BlackRock, Inc. BLK
- Interactive Brokers Group, Inc. IBKR
- Robinhood Markets, Inc. HOOD
- Raymond James Financial Inc RJF
- Nomura Holdings Inc NMR
- Futu Holdings Ltd FUTU
All 34 Security Brokers, Dealers & Flotation Companies companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.