CSIMarket
 
Schwab Charles Corp  (NYSE: SCHW)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial
 

Schwab Charles's Customers Performance

SCHW



 
SCHW's Source of Revenues Schwab Charles's Corporate Customers have recorded an advance in their cost of revenue by 9.88 % in the 3 quarter 2026 year on year, sequentially costs of revenue grew by 3.78 %. During the corresponding time, Schwab Charles Corp recorded a revenue increase by 16.89 % year on year, sequentially revenue grew by 1.4 %. While revenue at the Schwab Charles Corp's corporate clients recorded rose by 17.19 % year on year, sequentially revenue grew by 5.05 %.

• List of SCHW Customers




Schwab Charles's Customers have recorded an advance in their cost of revenue by 9.88 % in the 3 quarter 2026 year on year, sequentially costs of revenue grew by 3.78 %, for the same period Schwab Charles Corp recorded revenue increase by 16.89 % year on year, sequentially revenue grew by 1.4 %.

• List of SCHW Customers

Schwab Charles's Business Units
Asset Management and Administration Service    76.66 % of total Revenue
Trading Revenue Service    48.28 % of total Revenue
Bank deposit account fees    13.57 % of total Revenue
Product and Service, Other    11.38 % of total Revenue
Investment Performance    42.7 % of total Revenue
Investment Advice    29.87 % of total Revenue
Financial Service, Other    4.09 % of total Revenue
Commissions    20.64 % of total Revenue
Order flow revenue    25.41 % of total Revenue
Principal transactions    2.23 % of total Revenue
Investor Services    226.58 % of total Revenue
Advisor Services    62.43 % of total Revenue




   
Customers Net Income grew in Q3 by Customers Net margin grew to
62.02 % 11.41 %
Customers Net Income grew in Q3 by 62.02 %


Customers Net margin grew to 11.41 %



Schwab Charles's Customers, Q3 2026 Revenue Growth By Industry
Customers in Property & Casualty Insurance Industry      17.19 %
     
• Customers Valuation • Customers Mgmt. Effect.


Schwab Charles's Comment on Sales, Marketing and Customers



Customer assets under administration within this business line are held at depository institutions, including Schwab’s depository institution subsidiaries and third-party banks. The broker-dealer subsidiary, CS&Co, facilitates the transfer of funds to these institutions. Schwab’s depository institution subsidiaries are subject to the Community Reinvestment Act, which requires them to address the credit needs of the communities they serve, including low- and moderate-income neighborhoods and individuals. CS&Co operates as a registered broker-dealer and investment advisor, with registrations across multiple U.S. jurisdictions. Charles Schwab Futures and Forex LLC (CSFF) is registered as a Futures Commission Merchant and Forex Dealer Member. CS&Co holds memberships in several regulatory organizations and stock markets, including the Financial Industry Regulatory Authority, Inc. (FINRA), the Municipal Securities Rulemaking Board (MSRB), Nasdaq Stock Market, Cboe EDGX Exchange, Inc., and MEMX LLC.





Schwab Charles’s Comment on Sales, Marketing and Customers


Customer assets under administration within this business line are held at depository institutions, including Schwab’s depository institution subsidiaries and third-party banks. The broker-dealer subsidiary, CS&Co, facilitates the transfer of funds to these institutions. Schwab’s depository institution subsidiaries are subject to the Community Reinvestment Act, which requires them to address the credit needs of the communities they serve, including low- and moderate-income neighborhoods and individuals. CS&Co operates as a registered broker-dealer and investment advisor, with registrations across multiple U.S. jurisdictions. Charles Schwab Futures and Forex LLC (CSFF) is registered as a Futures Commission Merchant and Forex Dealer Member. CS&Co holds memberships in several regulatory organizations and stock markets, including the Financial Industry Regulatory Authority, Inc. (FINRA), the Municipal Securities Rulemaking Board (MSRB), Nasdaq Stock Market, Cboe EDGX Exchange, Inc., and MEMX LLC.








SCHW's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Schwab Charles Corp 161,688.90 27,061.00 10,644.00 33,000
Csb Bancorp Inc 205.14 47.91 15.20 190
Nasdaq Inc 60,908.27 9,186.00 2,083.00 25,679
Translational Development Acquisition Corp 0.00 0.00 5.54 0
Arch Capital Group Ltd 37,670.40 19,232.00 4,692.00 8,000
American International Group Inc 42,436.31 27,728.00 3,291.00 22,100
SUBTOTAL 357,274.33 141,650.59 26,063.85 136,214
7 more clients available

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Sources: Schwab Charles Corp’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Schwab Charles Corp’s corporate clients.
For your research, we’ve provided 9 tables on Schwab Charles Corp corporate clients.
You can find them in the navigation menu under Customers & Markets.
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