Security Brokers, Dealers & Flotation Companies · NYSE
For the period ended December 31, 2025, SCHWAB CHARLES CORP reported $23.9 billion across 2 reportable segments: Investor Services ($19.00B, 79.4%), Advisor Services ($4.92B, 20.6%). Investor Services's share of the total is up from 71.1% for the period ended December 31, 2019.
For the period ended December 31, 2006, SCHWAB CHARLES CORP reported $130.0 million across 2 geographies: U.S. Government agencies and collateralized mortgage obligations ($104.0M, 80.0%), Loans to banking clients ($26.0M, 20.0%). U.S. Government agencies and collateralized mortgage obligations's share of the total is up from 42.3% for the period ended December 31, 2004.
SCHWAB CHARLES CORP annual revenue by reportable segment, as disclosed in SEC filings.
| Segment | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | Share |
|---|---|---|---|---|---|---|
| Investor Services | $14.46B | $15.85B | $14.65B | $15.56B | $19.00B | 79.4% |
| Advisor Services | $4.06B | $4.92B | $4.19B | $4.05B | $4.92B | 20.6% |
| Total | $18.52B | $20.76B | $18.84B | $19.61B | $23.92B |
SCHWAB CHARLES CORP annual revenue by geography, as disclosed in SEC filings.
| Region | FY2004 | FY2005 | FY2006 | Share |
|---|---|---|---|---|
| U.S. Government agencies and collateralized mortgage obligations | $22.0M | $87.0M | $104.0M | 80.0% |
| Loans to banking clients | $30.0M | $24.0M | $26.0M | 20.0% |
| Total | $52.0M | $111.0M | $130.0M |
Combined from XBRL segment tags and the segment tables in the company’s SEC filings. Figures are as reported and are not restated or adjusted.
Data: SEC EDGAR (financials, KPIs, segments) · Yahoo Finance (price, splits, metrics, analyst estimates, news headlines). Not financial advice.