The Charles Schwab Corporation

SCHW ·Financial, Capital Markets, United States
Analysis › KPI Dashboard

As of Fiscal Year 2025 (ended December 31, 2025)

Key KPIs at a Glance

Metric Value
Total net revenues (FY2025) $23.92 billion, up 22% year-over-year
GAAP net income (FY2025) $8.85 billion
Diluted EPS (FY2025) $4.65 GAAP; $4.87 adjusted
Pre-tax profit margin (FY2025) 47.9%
Total client assets (as of Dec 31, 2025) $11.90 trillion, a record, up 18% year-over-year
Full-year net new assets (FY2025) $519.4 billion, a 5.1% annualized organic growth rate
Active brokerage accounts (as of Dec 31, 2025) 38.5 million, up 6% year-over-year
Full-time employees (as of Dec 31, 2025) approximately 33,000, up about 3% year-over-year
Market position (third-party research, AdvizorPro, January 2026) described as the leading RIA custodian across all RIA asset-under-management tiers, though no single overall market-share percentage is published

Net Revenue by Type (FY2025)

Total Net Revenues: $23.92B

Charles Schwab Q4/FY2025 earnings release, twelve months ended December 31, 2025

Total Client Assets by Business (as of Dec 31, 2025)

Total Client Assets: $11.90T

Charles Schwab Q4/FY2025 earnings release; Schwab reports as a single operating segment, so client assets by business line are shown here in place of segment revenue

Total Net Revenue Growth

Charles Schwab annual full-year earnings press releases, fiscal years 2021-2025; the 2022 spike reflects the October 2020 TD Ameritrade acquisition's first full year of integrated results, and the 2023 decline reflects deposit outflows amid the 2023 regional-bank funding environment

Sources: Revenue-by-type, client-assets-by-business, and headline KPI figures are from Charles Schwab's Q4/Full Year 2025 earnings release (reported January 2026). Schwab operates and reports as a single business segment, so no segment operating income breakdown is disclosed; client assets by business (Investor Services vs. Advisor Services) is used as the second pie in place of a segment revenue/income split. No specific numeric market-share estimate is included: third-party RIA-custodian research (e.g., AdvizorPro, January 2026) describes Schwab as the leading RIA custodian across all asset tiers but does not give a specific overall market-share percentage, so that claim is noted qualitatively in the KPI table instead.