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.
| All figures in billions of USD | 2024 2024-01-01 - 2024-12-31 | 2023 2023-01-01 - 2023-12-31 | 2022 2022-01-01 - 2022-12-31 |
|---|---|---|---|
| Net revenues | — | — | — |
| Interest revenue | 15.54a | 16.11a | 12.23a |
| Interest expense | -6.39a | -6.68a | -1.55a |
| Net interest revenue | 9.14a | 9.43a | 10.68a |
| Asset management and administration fees | 5.72a | 4.76a | 4.22a |
| Trading revenue | 3.26a | 3.23a | 3.67a |
| Bank deposit account fees | 0.73a | 0.71a | 1.41a |
| Other | 0.75a | 0.72a | 0.78a |
| Total net revenues | 19.61a | 18.84a | 20.76a |
| Expenses excluding interest | — | — | — |
| Compensation and benefits | -6.04a | -6.32a | -5.94a |
| Professional services | -1.05a | -1.06a | -1.03a |
| Occupancy and equipment | -1.06a | -1.25a | -1.18a |
| Advertising and market development | -0.4a | -0.4a | -0.42a |
| Communications | -0.59a | -0.63a | -0.59a |
| Depreciation and amortization | -0.92a | -0.8a | -0.65a |
| Amortization of acquired intangible assets | -0.52a | -0.53a | -0.6a |
| Regulatory fees and assessments | -0.4a | -0.55a | -0.26a |
| Other | -0.94a | -0.92a | -0.71a |
| Total expenses excluding interest | -11.91a | -12.46a | -11.37a |
| Income before taxes on income | 7.69a | 6.38a | 9.39a |
| Taxes on income | -1.75a | -1.31a | -2.21a |
| Net income | 5.94a | 5.07a | 7.18a |
| Preferred stock dividends and other | 0.46a | 0.42a | 0.55a |
| Net income available to common stockholders | 5.48a | 4.65a | 6.64a |
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