For every year since 2016, Charles Schwab's assets under management (AUM) belonging to their investor services business line have been larger than those belonging to their advisor services business line. In 2023, the total AUM of these two business lines amounted to 4.5 and four trillion U.S. dollars respectively. The investor services business line covers retail investors and retirement plans, among several other services, while advisor services concentrates on providing custodial, trading, banking, and support services to registered investment advisors and their clients.
Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2023, by business
(in trillion U.S. dollars)
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Charles Schwab Corporation. (March 19, 2024). Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2023, by business (in trillion U.S. dollars) [Graph]. In Statista. Retrieved September 20, 2024, from https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261023/charles-schwab-aum-distribution-business/
Charles Schwab Corporation. "Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2023, by business (in trillion U.S. dollars)." Chart. March 19, 2024. Statista. Accessed September 20, 2024. https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261023/charles-schwab-aum-distribution-business/
Charles Schwab Corporation. (2024). Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2023, by business (in trillion U.S. dollars). Statista. Statista Inc.. Accessed: September 20, 2024. https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261023/charles-schwab-aum-distribution-business/
Charles Schwab Corporation. "Share of Assets under Management (Aum) of Charles Schwab Corporation from 2016 to 2023, by Business (in Trillion U.S. Dollars)." Statista, Statista Inc., 19 Mar 2024, https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261023/charles-schwab-aum-distribution-business/
Charles Schwab Corporation, Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2023, by business (in trillion U.S. dollars) Statista, https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261023/charles-schwab-aum-distribution-business/ (last visited September 20, 2024)
Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2023, by business (in trillion U.S. dollars) [Graph], Charles Schwab Corporation, March 19, 2024. [Online]. Available: https://www-statista-com.ezproxy.canberra.edu.au/statistics/1261023/charles-schwab-aum-distribution-business/