SCHW Revenue Flow Filed revenue amounts for 2026-04-01 to 2026-06-30. Coverage is partial. Unconnected amounts are separate disclosures; they must not be added together.
2026-06-30: Revenue $7.07B ; Income tax $869.00M ; Net income $2.80B . 2026-03-31: Revenue $6.48B ; Income tax $709.00M ; Net income $2.48B . 2025-12-31: Revenue $6.34B* ; Income tax $721.00M* ; Net income -$6.38B* . 2025-09-30: Revenue $6.13B ; Income tax $663.00M ; Net income $2.36B . Product or service Separate filed amounts; connecting flows are not established. Components and totals may overlap.
SCHW revenue flow Filed amounts. Only explicit calculation relationships connect amounts; dimensional membership alone does not establish an additive flow. Financial Service Other $98.00M Investment Advice $707.00M Investment Performance $1.02B Product And Service Other $342.00M Asset Management And Administration Service $1.82B Bank Deposit Account Fees $333.00M Commissions $528.00M Order Flow Revenue $624.00M Principal Transactions $63.00M Trading Revenue Service $1.22B Revenue $7.07B Pre-tax income $3.67B Income tax $869.00M Net income $2.80B
Segment Separate filed amounts; connecting flows are not established. Components and totals may overlap.
SCHW revenue flow Filed amounts. Only explicit calculation relationships connect amounts; dimensional membership alone does not establish an additive flow. Advisor Services $1.54B Investor Services $5.53B Revenue $7.07B Pre-tax income $3.67B Income tax $869.00M Net income $2.80B
Finer product or service dollar figures and nonoverlapping groupings are shown only where supported by the retained filing evidence. Growth percentages are never converted to revenue dollars.
Historical revenue and expense breakdown Revenue and expense 3 month Period end Revenue Income tax Net income 2026-06-30 $7.07B $869.00M $2.80B 2026-03-31 $6.48B $709.00M $2.48B 2025-12-31 $6.34B* $721.00M* -$6.38B* 2025-09-30 $6.13B $663.00M $2.36B 2025-06-30 $5.85B $677.00M $2.13B 2025-03-31 $5.60B $546.00M $1.91B 2024-09-30 $4.85B $434.00M $1.41B 2024-06-30 $4.69B $415.00M $1.33B 2024-03-31 $4.74B $436.00M $1.36B 2023-09-30 $4.61B $258.00M $1.13B 2023-06-30 $4.66B $397.00M $1.29B 2023-03-31 $5.12B $507.00M $1.60B 2022-09-30 $5.50B $657.00M $2.02B 2022-06-30 $5.09B $481.00M $1.79B 2022-03-31 $4.67B $437.00M $1.40B 2021-09-30 $4.57B $485.00M $1.53B 2021-06-30 $4.53B $454.00M $1.26B 2021-03-31 $4.71B $476.00M $1.48B 2020-12-31 $4.18B (m) $1.14B 2020-09-30 $2.45B $191.00M $698.00M 2020-06-30 $2.45B $217.00M $671.00M 2020-03-31 $2.62B $252.00M $795.00M 2019-12-31 $2.61B (m) $852.00M 2019-09-30 $2.71B $285.00M $951.00M 2019-06-30 $2.68B $299.00M $937.00M 2019-03-31 $2.72B $300.00M $964.00M 2018-12-31 $2.67B (m) $935.00M 2018-09-30 $2.58B $296.00M $923.00M 2018-06-30 $2.49B $265.00M $866.00M 2018-03-31 $2.40B $219.00M $783.00M 2017-12-31 $2.24B (m) $597.00M 2017-09-30 $2.17B $327.00M $618.00M 2017-06-30 $2.13B $334.00M $575.00M 2017-03-31 $2.08B $279.00M $564.00M 2016-12-31 $1.97B (m) $522.00M 2016-09-30 $1.91B $291.00M $503.00M 2016-06-30 $1.83B $268.00M $452.00M 2016-03-31 $1.76B $243.00M $412.00M 2015-12-31 $1.69B (m) $416.00M 2015-09-30 $1.60B $207.00M $376.00M 2015-06-30 $1.57B $214.00M $353.00M 2015-03-31 $1.53B $182.00M $302.00M 2014-12-31 $1.55B (m) $350.00M 2014-09-30 $1.55B $197.00M $321.00M 2014-06-30 $1.48B $197.00M $324.00M 2014-03-31 $1.48B $196.00M $326.00M 2013-12-31 $1.44B (m) $319.00M 2013-09-30 $1.37B $174.00M $290.00M 2013-06-30 $1.34B $156.00M $256.00M 2013-03-31 $1.29B $125.00M $206.00M 2012-12-31 $1.22B (m) $211.00M 2012-09-30 $1.20B $114.00M $247.00M 2012-06-30 $1.28B $157.00M $275.00M 2012-03-31 $1.19B $118.00M $195.00M 2011-12-31 $1.11B (m) $163.00M 2011-09-30 $1.18B $140.00M $220.00M 2011-06-30 $1.19B $148.00M $238.00M 2011-03-31 $1.21B $151.00M $243.00M 2010-12-31 $1.13B (m) $119.00M 2010-09-30 $1.06B $75.00M $124.00M 2010-06-30 $1.08B $133.00M $205.00M 2010-03-31 $978.00M $7.00M $6.00M 2009-12-31 $986.00M (m) $164.00M 2009-09-30 $1.01B $120.00M $200.00M 2009-06-30 $1.08B $130.00M $205.00M 2009-03-31 $1.11B $137.00M $218.00M 2008-09-30 $1.25B $195.00M $304.00M 2008-06-30 $1.31B $201.00M $295.00M
Revenue and expense 6 month Period end Revenue Income tax Net income 2026-06-30 $13.55B $1.58B $5.28B 2025-06-30 $11.45B $1.22B $4.04B 2024-06-30 $9.43B $851.00M $2.69B 2023-06-30 $9.77B $904.00M $2.90B 2022-06-30 $9.77B $918.00M $3.19B 2021-06-30 $9.24B $930.00M $2.75B 2020-06-30 $5.07B $469.00M $1.47B 2019-06-30 $5.40B $599.00M $1.90B 2018-06-30 $4.88B $484.00M $1.65B 2017-06-30 $4.21B $613.00M $1.14B 2016-06-30 $3.59B $511.00M $864.00M 2015-06-30 $3.09B $396.00M $655.00M 2014-06-30 $2.96B $393.00M $650.00M 2013-06-30 $2.63B $281.00M $462.00M 2012-06-30 $2.47B $275.00M $470.00M 2011-06-30 $2.40B $299.00M $481.00M 2010-06-30 $2.06B $140.00M $211.00M 2009-06-30 $2.20B $267.00M $423.00M 2008-06-30 $2.62B $404.00M $600.00M
Revenue and expense 9 month Period end Revenue Income tax Net income 2025-09-30 $17.59B $1.89B $6.39B 2024-09-30 $14.28B $1.28B $4.10B 2023-09-30 $14.38B $1.16B $4.02B 2022-09-30 $15.27B $1.57B $5.21B 2021-09-30 $13.81B $1.42B $4.28B 2020-09-30 $7.51B $660.00M $2.16B 2019-09-30 $8.12B $884.00M $2.85B 2018-09-30 $7.46B $780.00M $2.57B 2017-09-30 $6.38B $940.00M $1.76B 2016-09-30 $5.51B $802.00M $1.37B 2015-09-30 $4.69B $603.00M $1.03B 2014-09-30 $4.51B $590.00M $971.00M 2013-09-30 $4.00B $455.00M $752.00M 2012-09-30 $3.67B $389.00M $717.00M 2011-09-30 $3.58B $439.00M $701.00M 2010-09-30 $3.12B $215.00M $335.00M 2009-09-30 $3.21B $387.00M $623.00M 2008-09-30 $3.87B $599.00M $904.00M
Revenue and expense 12 month Period end Revenue Income tax Net income 2025-12-31 $23.92B $2.61B $8.85M 2024-12-31 $19.61B $1.75B $5.94M 2023-12-31 $18.84B $1.31B $5.07M 2022-12-31 $20.76B $2.21B $7.18M 2021-12-31 $18.52B $1.86B $5.86M 2020-12-31 $11.69B $1.00B $3.30B 2019-12-31 $10.72B $1.14B $3.70B 2018-12-31 $10.13B $1.05B $3.51B 2017-12-31 $8.62B $1.30B $2.35B 2016-12-31 $7.48B $1.10B $1.89B 2015-12-31 $6.38B $832.00M $1.45B 2014-12-31 $6.06B $794.00M $1.32B 2013-12-31 $5.43B $634.00M $1.07B 2012-12-31 $4.88B $522.00M $928.00M 2011-12-31 $4.69B $528.00M $864.00M 2010-12-31 $4.25B $325.00M $454.00M 2009-12-31 $4.19B $489.00M $787.00M 2008-12-31 $5.15B $798.00M $1.21B 2007-12-31 $4.99B $733.00M $2.41B