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:

  • Asset management and administration fees: $6.51 B
  • Bank deposit account fees: $977.00 M
  • Interest revenue: $15.50 B
  • Trading revenue: $3.92 B

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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 23.53% of its total revenue.
  • Investor Services generated $14.41 B in revenue, representing 76.47% of its total revenue.

The biggest segment for Charles Schwab Corporation is the Investor Services, which represents 76.47% of its total revenue.
The smallest segment for Charles Schwab Corporation is the Advisor Services, which represents 23.53% 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 20.65% of its total revenue.
  • Investor Services generated $15.56 B in revenue, representing 79.35% of its total revenue.

The biggest segment for Charles Schwab Corporation is the Investor Services, which represents 79.35% of its total revenue.
The smallest segment for Charles Schwab Corporation is the Advisor Services, which represents 20.65% 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:

  • Asset management and administration fees generated $6.51 B in revenue, representing 24.18% of its total revenue.
  • Bank deposit account fees generated $977.00 M in revenue, representing 3.63% of its total revenue.
  • Interest revenue generated $15.50 B in revenue, representing 57.62% of its total revenue.
  • Trading revenue generated $3.92 B in revenue, representing 14.57% of its total revenue.

The biggest segment for Charles Schwab Corporation is the Interest revenue, which represents 57.62% of its total revenue.
The smallest segment for Charles Schwab Corporation is the Bank deposit account fees, which represents 3.63% of its total revenue.
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Summary Table

Products & Services (Percent Share) 2023 2024 2025
Advisor Services 23.53% 20.65% -
Investor Services 76.47% 79.35% -
Interest revenue - - 57.62%
Asset management and administration fees - - 24.18%
Trading revenue - - 14.57%
Bank deposit account fees - - 3.63%
Total Revenue 100% 100% 100%

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

In fiscal year 2025, the Interest revenue generated the most revenue ($15.50 B), and the Bank deposit account fees generated the least revenue ($977.00 M).

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

  • Advisor Services revenue decreased -100% ($4.05 B) from $4.05 B (in 2024) to $0.00 (in 2025).
  • Asset management and administration fees revenue increased 100% ($6.51 B) from $0.00 (in 2024) to $6.51 B (in 2025).
  • Bank deposit account fees revenue increased 100% ($977.00 M) from $0.00 (in 2024) to $977.00 M (in 2025).
  • Interest revenue revenue increased 100% ($15.50 B) from $0.00 (in 2024) to $15.50 B (in 2025).
  • Investor Services revenue decreased -100% ($15.56 B) from $15.56 B (in 2024) to $0.00 (in 2025).
  • Trading revenue revenue increased 100% ($3.92 B) from $0.00 (in 2024) to $3.92 B (in 2025).
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    Summary Table

    Products & Services 2023 2024 2025
    Advisor Services $4.43 B - $4.05 B
    8.66%
    - -
    Asset management and administration fees - - - - $6.51 B -
    Bank deposit account fees - - - - $977.00 M -
    Interest revenue - - - - $15.50 B -
    Investor Services $14.41 B - $15.56 B
    8.00%
    - -
    Trading revenue - - - - $3.92 B -
    Total Revenue $25.52 B - $26.00 B
    1.87%
    $26.84 B
    3.25%