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Mar 31
Charles Schwab Q1 2025 Earnings Report
Charles Schwab posted record revenue and solid earnings growth in Q1 2025.
Key Takeaways
Schwab delivered strong financial results in Q1 2025 with record net revenues of $5.6 billion and robust net income, supported by increased trading activity, sustained lending momentum, and strong net asset inflows.
Net revenues hit a record $5.6 billion, up 18% YoY.
Net income reached $1.9 billion, with adjusted EPS at $1.04.
Core net new assets totaled $137.7 billion for the quarter.
New brokerage account openings grew 8% YoY to 1.2 million.
Charles Schwab
Charles Schwab
Charles Schwab Revenue by Segment
Revenue by Segment
Net Interest Revenue
CapyFin.comAsset Mgmt & Admin Fees Revenue
CapyFin.comTrading Revenue
CapyFin.comOther & Bank Fees Revenue
CapyFin.com Forward Guidance
Schwab signaled confidence in its continued client growth and financial discipline, while acknowledging macroeconomic uncertainty and market volatility as headwinds.
Positive Outlook
- Strong organic asset growth across all client channels
- Continued bank lending momentum
- Positive trading volume trends
- Record Managed Investing inflows
- Improved capital return via share buybacks and dividend increase
Challenges Ahead
- Market volatility caused client net equity selling
- Seasonal softness in client sweep cash balances
- Ongoing decline in supplemental bank funding
- Revenue per trade declined due to mix and pricing
- Net interest margin improvements could face pressure if rates fall