Charles Schwab Corp

Common Name

Charles Schwab

Country

United States

Sector

Financial Services

Industry

Capital Markets

Employees

32,600

Ticker

SCHW

Exchange

NEW YORK STOCK EXCHANGE, INC.

Website

www.schwab.com

Description

Charles Schwab Corporation is a leading financial services company that provides a comprehensive range of investment and wealth management solutions to individual investors, independent investment adv... Show more

Financial Statements of Charles Schwab

Below are the financial statements of Charles Schwab, including the income statement and balance sheet for the company's latest fiscal year. All figures are accurate, verifiable, and fully traceable to the original annual filing where disclosed.

Income Statement (as reported) Balance Sheet (as reported)

All figures in millions of USD	2024	2023
Assets	—	—
Cash and cash equivalents	42,083^a	43,337^a
Cash and investments segregated and on deposit for regulatory purposes	38,221^a	31,836^a
Receivables from brokers, dealers, and clearing organizations	2,440^a	3,327^a
Receivables from brokerage clients - net	85,374^a	68,667^a
Available for sale securities	82,994^a	107,646^a
Held to maturity securities	146,453^a	159,452^a
Bank loans - net	45,215^a	40,439^a
Equipment, office facilities, and property - net	3,338^a	3,690^a
Goodwill	11,951^a	11,951^a
Acquired intangible assets - net	7,743^a	8,260^a
Other assets	14,031^a	14,573^a
Total assets	479,843^a	493,178^a
Liabilities and stockholders' equity	—	—
Bank deposits	259,121^a	289,953^a
Payables to brokers, dealers, and clearing organizations	13,336^a	6,648^a
Payables to brokerage clients	101,559^a	84,786^a
Accrued expenses and other liabilities	12,325^a	11,752^a
Other short-term borrowings	5,999^a	6,553^a
Federal Home Loan Bank borrowings	16,700^a	26,400^a
Long-term debt	22,428^a	26,128^a
Total liabilities	431,468^a	452,220^a
Stockholders' equity	—	—
Preferred stock	9,191^a	9,191^a
Common stock	20^a	20^a
Nonvoting common stock	1^a	1^a
Additional paid-in capital	27,639^a	27,330^a
Retained earnings	37,568^a	33,901^a
Treasury stock, at cost	-11,196^a	-11,354^a
Accumulated other comprehensive income (loss)	-14,848^a	-18,131^a
Total stockholders' equity	48,375^a	40,958^a
Total liabilities and stockholders' equity	479,843^a	493,178^a

Verified Sources Behind Charles Schwab’s Financial Fundamentals Data

Every figure on this dashboard has a transparent audit trail. With Tracenable, each data point is traceable back to its original source, viewable directly inside our platform. Explore Charles Schwab’s data sources below and access millions more through our Disclosure Search.

a. Charles Schwab's 10-K 2024

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Charles Schwab Corp

Financial Statements of Charles Schwab

Verified Sources Behind Charles Schwab’s Financial Fundamentals Data

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