Change by segment — walk and build-up
SCHW
Change by segment — walk and build-up
Segment walk — who moved the group number
$bn / ppRevenue by Segments — 2024 → 2025
Who moved the group number? The bridge distributes the change across the individual members and closes exactly on the reported group figure via a residual item.
Shown: FY24 19.61 → FY25 23.92, change 4.31.
- Investor Services 1.43
- Advisor Services 0.28
- Corporate & elim. 2.61
Left to right: the first bar is the opening value, the middle bars are changes (up = increasing, down = decreasing), the last is the closing value. The changes sum to the difference exactly — no unexplained residual remains. The value axis is broken near zero so the contributions stay visible next to the large opening and closing bars; bar lengths are therefore not proportional to absolute value.
Segment values from the EDGAR segment axis, operating rows only (OperatingSegments preferred so nothing double-counts); group anchor from the consolidated P&L. The residual Corporate & elim. carries central costs and intersegment eliminations. Source: SEC EDGAR companyfacts · filings 2009–2026
Pre-tax by Segments — 2024 → 2025
Who moved the group number? The bridge distributes the change across the individual members and closes exactly on the reported group figure via a residual item.
Shown: FY24 7.69 → FY25 11.46, change 3.77.
- Investor Services 3.00
- Advisor Services 0.77
Left to right: the first bar is the opening value, the middle bars are changes (up = increasing, down = decreasing), the last is the closing value. The changes sum to the difference exactly — no unexplained residual remains. The value axis is broken near zero so the contributions stay visible next to the large opening and closing bars; bar lengths are therefore not proportional to absolute value.
Segment values from the EDGAR segment axis, operating rows only (OperatingSegments preferred so nothing double-counts); group anchor from the consolidated P&L. The residual Corporate & elim. carries central costs and intersegment eliminations. Source: SEC EDGAR companyfacts · filings 2009–2026
Pre-tax by Segments — 2024 → 2025
Who moved the group number? The bridge distributes the change across the individual members and closes exactly on the reported group figure via a residual item.
Shown: FY24 7.69 → FY25 11.46, change 3.77.
- Investor Services · vol 1.24
- Investor Services · marge 1.76
- Advisor Services · vol 0.21
- Advisor Services · marge 0.56
Left to right: the first bar is the opening value, the middle bars are changes (up = increasing, down = decreasing), the last is the closing value. The changes sum to the difference exactly — no unexplained residual remains. The value axis is broken near zero so the contributions stay visible next to the large opening and closing bars; bar lengths are therefore not proportional to absolute value.
Segment values from the EDGAR segment axis, operating rows only (OperatingSegments preferred so nothing double-counts); group anchor from the consolidated P&L. Each segment additionally split into volume and margin (Shapley: vol = ½·Δrev·(m₀+m₁), margin = ½·(r₀+r₁)·Δm). Source: SEC EDGAR companyfacts · filings 2009–2026
Pre-tax by Segments — 2024 → 2025
Who moved the group number? The bridge distributes the change across the individual members and closes exactly on the reported group figure via a residual item.
Shown: FY24 7.69 → FY25 11.46, change 3.77.
- Investor Services · vol 1.38
- Investor Services · marge 1.62
- Advisor Services · vol 0.24
- Advisor Services · marge 0.53
Left to right: the first bar is the opening value, the middle bars are changes (up = increasing, down = decreasing), the last is the closing value. The changes sum to the difference exactly — no unexplained residual remains. The value axis is broken near zero so the contributions stay visible next to the large opening and closing bars; bar lengths are therefore not proportional to absolute value.
Segment values from the EDGAR segment axis, operating rows only (OperatingSegments preferred so nothing double-counts); group anchor from the consolidated P&L. Each segment additionally split into volume and margin (margin-first: vol = Δrev·m₁, margin = r₀·Δm). Source: SEC EDGAR companyfacts · filings 2009–2026
Pre-tax by Segments — 2024 → 2025
How many percentage points of group margin does each segment contribute? A segment acts through two channels: its profit contribution and its revenue weight — both sit inside its bar.
Shown: FY24 39.23pp → FY25 47.90pp, change 8.67pp.
- Investor Services 11.01pp
- Advisor Services 2.98pp
- Corporate & elim. -5.32pp
Left to right: the first bar is the opening value, the middle bars are changes (up = increasing, down = decreasing), the last is the closing value. The changes sum to the difference exactly — no unexplained residual remains. The value axis is broken near zero so the contributions stay visible next to the large opening and closing bars; bar lengths are therefore not proportional to absolute value.
Segment values from the EDGAR segment axis, operating rows only (OperatingSegments preferred so nothing double-counts); group anchor from the consolidated P&L. Per-segment contribution to group margin, order-neutral: c = ½·(1/R₀+1/R₁)·ΔP − ½·(P₀+P₁)/(R₀R₁)·ΔR. The residual Corporate & elim. carries central costs and intersegment eliminations. Source: SEC EDGAR companyfacts · filings 2009–2026
Segment build-up — Revenue
$bn| $bn | FY24 | FY24 | FY25 | Δ | Anteil |
|---|---|---|---|---|---|
| Investor Services | — | 8.24 | 9.67 | +1.43 | 40% |
| Advisor Services | — | 2.22 | 2.50 | +0.28 | 10% |
| Group (Revenue) | 4.85 | 19.61 | 23.92 | +4.31 | 100% |
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