Citable operating metrics
SCHW's latest SEC-sourced operating KPI table includes Active Brokerage Accounts at 5.40 for 2024-12-31.
| Metric | Period | Value | Basis |
|---|---|---|---|
| Active Brokerage Accounts | Dec 31, 2024 | 5.40 | quarterly |
| Adjusted Diluted Eps | Dec 31, 2020 | $692 | quarterly |
| Adjusted Pre Tax Profit Margin | Dec 31, 2020 | 888.00 | quarterly |
| Annualized Organic Growth Rate | Dec 31, 2019 | 5.00 | quarterly |
| Assets In Client Accounts Schwab One Cash Equivalents Bank Deposits | Dec 31, 2019 | 219987.00 | quarterly |
| Assets Receiving Advisory Services | Dec 31, 2020 | 269.00 | quarterly |
| Assets Receiving Ongoing Advisory Services | Dec 31, 2020 | 269.00 | quarterly |
| Assets Schwab One Cash Bank Deposits | Dec 31, 2019 | 219987.00 | quarterly |
Source: SEC EDGAR operating KPI disclosure; period Dec 31, 2024; filed Jan 21, 2025; accession 0000316709-25-000005.
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