Financial insights of SCHW-PD

MyFinsight

For the quarter ending 2025-09-30, SCHW-PD made $6,135M in revenue. $2,277M in net income. Net profit margin of 37.11%.

Unit: Million (M) dollars (except for numbers of shares and EPS)

Income Statement	2025-09-30	2025-06-30	2025-03-31	2024-12-31
Total net revenues	6,135	5,851	5,599	5,329
Compensation and benefits	1,653	1,536	1,672	1,533
Professional services	293	291	269	297
Occupancy and equipment	280	270	274	276
Advertising and market development	101	108	96	101
Communications	149	176	153	131
Depreciation and amortization	212	215	217	224
Amortization of acquired intangible assets	127	128	130	130
Regulatory fees and assessments	59	77	89	89
Other	240	247	244	243
Total expenses excluding interest	3,114	3,048	3,144	3,024
Income before taxes on income	3,021	2,803	2,455	2,305
Taxes on income	663	677	546	465
Net income	2,358	2,126	1,909	1,840
Preferred stock dividends and other	81	149	113	123
Net income available to common stockholders	2,277	1,977	1,796	1,717

Basic (in shares)	1,806,000,000	1,817,000,000	1,817,000,000	-3,654,000,000
Basic (in usd per share)	1.26	1.09	0.99	0.94
Diluted (in shares)	1,811,000,000	1,822,000,000	1,822,000,000	-3,665,000,000
Diluted (in usd per share)	1.26	1.08	0.99	0.94