The Charles Schwab Corporation (SCHW) Revenue by Segment

Charles Schwab revenue by segment at a glance

In Q2 fiscal 2026 (the quarter ended June 30, 2026), Charles Schwab's largest business segment was Investor Services, with $5.53 billion or 78% of revenue, up 19.3% from a year earlier. Next: Advisor Services (22%).

By product or service, Asset Management and Administration Service brought in 49%, Trading Revenue Service brought in 33% and Product and Service, Other brought in 9% of revenue in Q2 fiscal 2026.

The fastest-growing business segment from a year earlier was Advisor Services (+27.0%).

From company filings, in USD; latest quarter ended June 30, 2026; quarterly data from Q3 fiscal 2017.

The Charles Schwab Corporation

SCHWFinancial Services

United States

Financial Services

Revenue breakdown

Fiscal quarters, from company filings

Segments by quarter (USD)

Click a bar to see that period below. Striped bars are calculated fourth quarters; an empty slot means it could not be calculated on the same basis i

Investor ServicesAdvisor Services

Q2 FY26 breakdown

Fiscal quarter ended Jun 30, 2026

Item	Revenue	Share	vs year before	Trend
Investor Services	USD 5.53B	78.2%	+19.3%
Advisor Services	USD 1.54B	21.8%	+27.0%

Sum of items USD 7.07B. Shares are of the items shown. Click an item with › to see its parts.

Also reported by:

All periods

Every item and period in one grid. Purple = calculated; "–" = not available.

Item	Q2 FY26	Q1 FY26	Q4 FY25	Q3 FY25	Q2 FY25	Q1 FY25	Q4 FY24	Q3 FY24	Q2 FY24	Q1 FY24	Q4 FY23	Q3 FY23	Q2 FY23	Q1 FY23	Q4 FY22	Q3 FY22	Q2 FY22	Q1 FY22	Q4 FY21	Q3 FY21	Q2 FY21	Q1 FY21	Q4 FY20	Q3 FY20	Q2 FY20	Q1 FY20	Q4 FY19	Q3 FY19	Q2 FY19	Q1 FY19	Q4 FY18	Q3 FY18	Q2 FY18	Q1 FY18	Q4 FY17	Q3 FY17
Investor Services	5.5B	5.1B	5.0B	4.9B	4.6B	4.4B	4.3B	3.8B	3.7B	3.7B	3.7B	3.6B	3.5B	3.9B	4.4B	4.1B	3.8B	3.5B	3.6B	3.6B	3.5B	3.7B	3.2B	1.8B	1.7B	1.9B	1.9B	1.9B	1.9B	1.9B	1.9B	1.9B	1.8B	1.7B	–	1.6B
Advisor Services	1.5B	1.4B	1.3B	1.3B	1.2B	1.2B	1.1B	999.0M	974.0M	1.0B	775.0M	1.0B	1.1B	1.3B	1.1B	1.4B	1.3B	1.1B	1.1B	1.0B	1.0B	990.0M	940.0M	667.0M	726.0M	750.0M	729.0M	767.0M	790.0M	812.0M	769.0M	711.0M	674.0M	657.0M	–	604.0M

Charles Schwab revenue by business segment, last 4 quarters

Business segment	Q2 FY26	Q1 FY26	Q3 FY25	Q2 FY25	Share
Investor Services	$5.5B	$5.1B	$4.9B	$4.6B	78%
Advisor Services	$1.5B	$1.4B	$1.3B	$1.2B	22%

In USD, fiscal quarters as reported; share = part of Q2 FY26 revenue.

Charles Schwab revenue by product or service, last 4 quarters

Product or service	Q2 FY26	Q1 FY26	Q3 FY25	Q2 FY25	Share
Asset Management and Administration Service	$1.8B	$1.8B	$1.7B	$1.6B	49%
Trading Revenue Service	$1.2B	$1.1B	$995.0M	$952.0M	33%
Product and Service, Other	$342.0M	$195.0M	$170.0M	$260.0M	9%
Bank Deposit Account Fees	$333.0M	$295.0M	$247.0M	$247.0M	9%

In USD, fiscal quarters as reported; share = part of Q2 FY26 revenue.

Questions and answers

What are Charles Schwab's business segments?

Investor Services and Advisor Services (as reported for Q2 fiscal 2026).

Which business segment makes the most money for Charles Schwab?

Investor Services: $5.53 billion, or 78% of revenue, in Q2 fiscal 2026.

What are Charles Schwab's main products and services?

By revenue in Q2 fiscal 2026: Asset Management and Administration Service (49%), Trading Revenue Service (33%), Product and Service, Other (9%) and Bank Deposit Account Fees (9%).

MoreCharles Schwab stock overview Charles Schwab financials Charles Schwab executive team Charles Schwab shareholders

Disclaimer: This analysis is for informational and educational purposes only and does not constitute financial, investment, tax, or legal advice. Data may be incomplete, delayed, or contain inaccuracies. Consult with a qualified financial advisor before making any investment decisions.