Distribution of Charles Schwab's AUM by business 2016-2023

Published by Statista Research Department, Jun 18, 2024

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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Release date

March 2024

Region

United States

Survey time period

2016 to 2023

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