Charles Schwab

SCHW Q2 2025 Earnings

Reported Jul 18, 2025 at 4:20 PM ET · SEC Source

Q2 25 EPS

$1.14

BEAT +6.48%

Est. $1.07

Q2 25 Revenue

$5.85B

BEAT +3.70%

Est. $5.64B

vs S&P Since Q2 25

-18.5%

TRAILING MARKET

SCHW -3.7% vs S&P +14.8%

Market Reaction

Did SCHW Beat Earnings? Q2 2025 Results

Charles Schwab posted a strong second quarter, with adjusted earnings per share of $1.14 beating the $1.07 consensus by 6.48%, while revenue of $5.85 billion topped estimates by 3.70%, even as the top line reflected a 7.8% decline from the year-ago p… Read more Charles Schwab posted a strong second quarter, with adjusted earnings per share of $1.14 beating the $1.07 consensus by 6.48%, while revenue of $5.85 billion topped estimates by 3.70%, even as the top line reflected a 7.8% decline from the year-ago period. Shares climbed sharply in the wake of the results, briefly touching a record high in premarket trading. The single biggest driver behind the beat was a surge in net interest revenue, which climbed 31% year-over-year to $2.82 billion, fueled by ongoing reductions in higher-cost bank supplemental funding and a rebound in securities lending. Trading revenue also contributed meaningfully, rising 23% to $952 million on daily average trading volume of 7.6 million trades. Client engagement remained robust, with core net new assets of $80.3 billion, up 31% year-over-year, and total client assets reaching $10.76 trillion, while more than 1 million new brokerage accounts were opened during the quarter.

Key Takeaways

  • 25% year-over-year net revenue growth driven by net interest revenue expansion
  • Net interest margin expanded 12 basis points sequentially to 2.65% from reduction of higher-cost liabilities and rebound in securities lending
  • Bank Supplemental Funding declined $10.4 billion to $27.7 billion at quarter-end
  • Core net new assets of $80.3 billion, up 31% year-over-year
  • Daily average trading volume up 38% year-over-year to 7.6 million
  • New brokerage account openings up 11% year-over-year to 1.1 million
  • Managed Investing Solutions net inflows grew 37% versus Q2 2024
  • Client transactional sweep cash ended at $412.1 billion, a sequential build of $4.3 billion
  • Total client assets reached record $10.76 trillion, up 14% year-over-year
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SCHW YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

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SCHW Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Retail investors and RIAs continued to turn to Schwab as a trusted partner, opening over 1 million new brokerage accounts and gathering $80.3 billion in core net new assets – up 31% versus 2Q24.”

— Rick Wurster, Q2 2025 Earnings Press Release