For Q1 FY2026 (ended March 31, 2026), Schwab reported revenue of $6.482 billion, up 15.8% year-over-year. Net income was $2.479 billion, a 29.9% increase, with diluted EPS of $1.37, up 38.4%. Cash and cash equivalents totaled $44.975 billion, and equity was $49.234 billion.
•Revenue: $6.482B (+15.8% YoY)
•Net income: $2.479B (+29.9% YoY)
•Diluted EPS: $1.37 (+38.4% YoY)
•Cash: $44.975B; Equity: $49.234B
Informational summary based on SEC XBRL figures · generated by deepseek-v4-flash. Not investment advice.
The Charles Schwab is a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and globally.
The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities
Including money market funds, and certificates of deposit. Its portfolio also includes third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service
Mutual fund trading and clearing services to broker-dealers, exchange-traded funds, advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management, banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines, and trust custody services, personal trust reporting services, and administrative trustee services.
It provides digital and software based trading platforms. Its portfolio also includes research tools, and multichannel support, real-time market data, options trading, equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights, retirement plan services, mutual fund clearing services, and advisor services
Including interactive tools and educational content. Its operations are structured into branch offices. Founded in 1971, The Charles Schwab is headquartered in Westlake, Texas.
What does The Charles Schwab Corporation (SCHW-PD) do?
The Charles Schwab Corporation is a savings and loan holding company that provides a wide range of financial services. It operates through two segments: Investor Services and Advisor Services. The company offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities including money market funds and certificates of deposit. It also provides third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers. Additionally, Schwab offers exchange-traded funds, advisory solutions for managed portfolios, separately managed accounts, customized personal advice, and full-time portfolio management. Banking products include checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines. The company also provides trust custody services, personal trust reporting, and administrative trustee services.
Where is The Charles Schwab Corporation (SCHW-PD) listed and in which currency?
The Charles Schwab Corporation is listed on the New York Stock Exchange (NYSE) under the ticker symbol SCHW-PD. The stock trades in US Dollars (USD), which is the official currency of the United States. As a US-based company, its financial reporting and dividends are also denominated in USD. Investors trading on the NYSE can buy and sell shares of Schwab in US dollars, and the company's market capitalization and earnings are reported in that currency.
What sector and industry does The Charles Schwab Corporation (SCHW-PD) belong to?
The Charles Schwab Corporation operates in the Financial Services sector and is classified under the Capital Markets industry. This means the company is primarily involved in financial activities related to raising capital, trading securities, and providing investment services. As a capital markets firm, Schwab facilitates the buying and selling of stocks, bonds, and other financial instruments, and offers wealth management and advisory services. Its operations include securities brokerage, asset management, and custody services, which are typical of companies in the capital markets space. The company's role in the financial ecosystem involves connecting investors with investment opportunities and providing the infrastructure for trading and portfolio management.
Where is The Charles Schwab Corporation (SCHW-PD) headquartered and what markets does it serve?
The Charles Schwab Corporation is headquartered in the United States and serves clients both domestically and globally. The company provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services throughout the United States and in international markets. Its geographic reach includes clients from various regions, and it operates as a savings and loan holding company under US regulations. Schwab's services are tailored to individual investors, independent investment advisors, and institutions, with a strong presence in the US market. The company's global operations allow it to serve clients seeking US-based financial services and investment opportunities.
What is the business model of The Charles Schwab Corporation (SCHW-PD) and how does it generate revenue?
The Charles Schwab Corporation generates revenue through a diversified business model centered on financial services. It operates in two main segments: Investor Services and Advisor Services. The company earns income from brokerage commissions, trading fees, and margin lending interest. It also profits from asset management fees through its advisory solutions, managed portfolios, and mutual fund offerings, including the Mutual Fund OneSource service. Banking products such as checking and savings accounts contribute net interest income from loans and securities. Additionally, Schwab provides trust custody services, personal trust reporting, and administrative trustee services for a fee. The company's digital and software-based trading platforms attract active traders, while its research tools and multichannel support enhance client retention. Revenue is also generated from retirement plan services, equity compensation plan recordkeeping, and mutual fund clearing services. By offering a comprehensive suite of financial products, Schwab captures value across multiple touchpoints in the client's financial journey.