Reported segment mix · SEC DERA dimensional facts

SCHWAB CHARLES CORP SCHW revenue by segment, product and geography

In its fiscal year ending 2025-12-31, SCHWAB CHARLES CORP reported revenue across 2 business segments; the largest, Investor Services, was $19B, 79.4% of the filed sum (+22.1% against the prior period in the same filing).

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Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing

Fiscal year ending 2025-12-3110-K filed 2026-02-25prior period 2024-12-31 from the same filingView filing

By business segment

Revenue

Investor Services$19B
79.4%
+22.1% yoy
Advisor Services$4.92B
20.6%
+21.6% yoy

Members sum to the consolidated $23.9B for this period.

By product or service

Revenue

Asset Management And Administration Service$6.51B
28.8%
+13.8% yoy
Trading Revenue Service$3.92B
17.4%
+20.1% yoy
Investment Performance$3.67B
16.2%
+13.8% yoy
Investment Advice$2.44B
10.8%
+14.6% yoy
Order Flow Revenue$1.93B
8.5%
+30.7% yoy
Commissions$1.8B
8.0%
+12.9% yoy
Bank Deposit Account Fees$977M
4.3%
+34.0% yoy
Product And Service Other$767M
3.4%
+1.9% yoy
+2 more members in the filing

Members sum to $22.6B against $23.9B consolidated (residual $1.32B) - eliminations or corporate lines the filer did not tag on this axis.

Latest quarter

Quarter ending 2026-03-3110-Q filed 2026-05-08prior period 2025-03-31 from the same filingView filing

Investor Services$5.08B
78.3%
+14.2% yoy
Advisor Services$1.41B
21.7%
+21.8% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

About these figures

Companies tag segment, product and geographic revenue as dimensional XBRL facts in their 10-K and 10-Q filings. The SEC publishes those facts in its DERA Financial Statement and Notes data sets; TrendNalysis ingests each monthly file and serves the facts exactly as filed, keyed to the accession of the filing. Shares are of the filed sum. Where a filer tags more than one breakdown on one axis, the sum exceeds consolidated revenue and no shares are computed; where the members do not add up to the consolidated figure, the residual is stated rather than hidden. Missing is never zero.

Descriptive and educational; not investment advice. Methodology and data lineage.