Charles Schwab Corp

Common Name

Charles Schwab

Country

United States

Sector

Financial Services

Industry

Capital Markets

Employees

32,700

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

Income Statement Balance Sheet Group Entities

Charles Schwab's Financial Statements Preview

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.

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Limited Data Preview

You are viewing a limited preview of Charles Schwab’s balance sheet data. The reported financial values are complete. The full dataset, available for download, additionally includes structured metadata for each line item, such as line item role (line item, subtotal, total) and financial classification (e.g., assets, liabilities, equity, revenue, expenses).

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

Charles Schwab Corp

Charles Schwab's Financial Statements Preview

Charles Schwab's Financial Statements Preview

Verified Sources Behind Charles Schwab’s Financial Fundamentals Data

Access Standardized Financial Statements within Minutes of Disclosure

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