Charles Schwab Corporation
The Charles Schwab Corporation (NYSE: SCHW) provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services through its subsidiaries. It serves individual investors, businesses and their employees, independent registered investment advisors, retirement advisors,… From the company’s description.
In fiscal 2025, Charles Schwab Corporation reported revenue of $23.92B, up 22.0% from fiscal 2024, and net income of $8.85B. Its pre-tax margin was 47.9%. Over the twelve months to Jun 30, 2026, revenue was $26.02B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Charles Schwab Corporation does
In the company’s own words
The Charles Schwab Corporation (NYSE: SCHW) provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services through its subsidiaries. It serves individual investors, businesses and their employees, independent registered investment advisors, retirement advisors, and recordkeepers. Offerings include brokerage and trading, investment advisory and managed portfolios, mutual funds and ETFs, alternative investments, retirement and equity-compensation services, banking, lending, and trust services. Schwab operates through two reportable segments: Investor Services, which serves individual investors and businesses through retail brokerage, advisory, banking, workplace, and fund-clearing services; and Advisor Services, which provides custody, trading, banking, technology, and practice-support services to independent advisors and their clients. Its brands and platforms include Schwab Funds, Schwab ETFs, thinkorswim, and Schwab Advisor Network. At December 31, 2025, Schwab had $11.90 trillion in client assets and approximately 33,000 full-time-equivalent employees. Its website is https://www.aboutschwab.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- WESTLAKE, TX
- Fiscal year end
- December
- CIK
- 316709
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Charles Schwab Corporation — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Charles Schwab Corporation · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Charles Schwab Corporation’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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