Revenue breakdown by Products & Services

Charles Schwab Corporation's Revenue by Segment

In fiscal year 2025, Charles Schwab Corporation's revenue by segment (products & services) are as follows:

  • Advisor Services: $4.92 B
  • Investor Services: $19.00 B

Learn more about Charles Schwab Corporation’s Revenue by Geography

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The above chart shows Charles Schwab Corporation's revenue percentage share by segment (products and services).

In fiscal year 2023, Charles Schwab Corporation's revenue by segment is as follows:

  • Advisor Services generated $4.43 B in revenue, representing 19.68% of its total revenue.
  • Investor Services generated $14.41 B in revenue, representing 63.95% of its total revenue.
  • License generated $500.00 M in revenue, representing 2.22% of its total revenue.
  • Technology Service generated $3.19 B in revenue, representing 14.16% of its total revenue.

The biggest segment for Charles Schwab Corporation is the Investor Services, which represents 63.95% of its total revenue.
The smallest segment for Charles Schwab Corporation is the License, which represents 2.22% of its total revenue.

The above chart shows Charles Schwab Corporation's revenue percentage share by segment (products and services).

In fiscal year 2024, Charles Schwab Corporation's revenue by segment is as follows:

  • Advisor Services generated $4.05 B in revenue, representing 16.61% of its total revenue.
  • Investor Services generated $15.56 B in revenue, representing 63.85% of its total revenue.
  • License generated $706.00 M in revenue, representing 2.9% of its total revenue.
  • Technology Service generated $4.05 B in revenue, representing 16.63% of its total revenue.

The biggest segment for Charles Schwab Corporation is the Investor Services, which represents 63.85% of its total revenue.
The smallest segment for Charles Schwab Corporation is the License, which represents 2.9% of its total revenue.

The above chart shows Charles Schwab Corporation's revenue percentage share by segment (products and services).

In fiscal year 2025, Charles Schwab Corporation's revenue by segment is as follows:

  • Advisor Services generated $4.92 B in revenue, representing 20.58% of its total revenue.
  • Investor Services generated $19.00 B in revenue, representing 79.42% of its total revenue.

The biggest segment for Charles Schwab Corporation is the Investor Services, which represents 79.42% of its total revenue.
The smallest segment for Charles Schwab Corporation is the Advisor Services, which represents 20.58% of its total revenue.
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Summary Table

Products & Services (Percent Share) 2023 2024 2025
License 2.22% 2.9% -
Technology Service 14.16% 16.63% -
Advisor Services 19.68% 16.61% 20.58%
Investor Services 63.95% 63.85% 79.42%
Total Revenue 100% 100% 100%

The above chart shows the revenue trend of different segments of Charles Schwab Corporation.

In fiscal year 2025, the Investor Services generated the most revenue ($19.00 B), and the Advisor Services generated the least revenue ($4.92 B).

The above chart shows growth drivers and a year-over-year comparison of different segments' revenue.

  • Advisor Services revenue increased 21.59% ($874.00 M) from $4.05 B (in 2024) to $4.92 B (in 2025).
  • Investor Services revenue increased 22.12% ($3.44 B) from $15.56 B (in 2024) to $19.00 B (in 2025).
  • License revenue decreased -100% ($706.00 M) from $706.00 M (in 2024) to $0.00 (in 2025).
  • Technology Service revenue decreased -100% ($4.05 B) from $4.05 B (in 2024) to $0.00 (in 2025).
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    Summary Table

    Products & Services 2023 2024 2025
    Advisor Services $4.43 B - $4.05 B
    8.66%
    $4.92 B
    21.59%
    Investor Services $14.41 B - $15.56 B
    8.00%
    $19.00 B
    22.12%
    License $500.00 M - $706.00 M
    41.20%
    - -
    Technology Service $3.19 B - $4.05 B
    27.09%
    - -
    Total Revenue $22.53 B - $24.37 B
    8.16%
    $23.92 B
    1.82%