Citable operating metrics

SCHW operating KPIs from filings

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SCHW's latest SEC-sourced operating KPI table includes Active Brokerage Accounts at 5.40 for 2024-12-31.

SCHW operating KPIs from filings
MetricPeriodValueBasis
Active Brokerage AccountsDec 31, 20245.40quarterly
Adjusted Diluted EpsDec 31, 2020$692quarterly
Adjusted Pre Tax Profit MarginDec 31, 2020888.00quarterly
Annualized Organic Growth RateDec 31, 20195.00quarterly
Assets In Client Accounts Schwab One Cash Equivalents Bank DepositsDec 31, 2019219987.00quarterly
Assets Receiving Advisory ServicesDec 31, 2020269.00quarterly
Assets Receiving Ongoing Advisory ServicesDec 31, 2020269.00quarterly
Assets Schwab One Cash Bank DepositsDec 31, 2019219987.00quarterly

Source: SEC EDGAR operating KPI disclosure; period Dec 31, 2024; filed Jan 21, 2025; accession 0000316709-25-000005.

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