Occupancy and equipment
Charles Schwab Corporation Occupancy and equipment decreased by 2.7% to $285.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.0%, from $274.00M to $285.00M. Over 4 years (FY 2021 to FY 2025), Occupancy and equipment shows an upward trend with a 3.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase may indicate expansion of the physical footprint or rising real estate costs, while a decrease suggests branch consolidation or a shift toward digital-first operations.
Detailed definition
This metric represents the recurring costs associated with maintaining physical branch networks, corporate office space,...
Peer comparison
Standard across all large financial institutions; peers often track this as a component of noninterest expense to measure operational leverage.
is_occupancy_and_equipmentHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $239.00M | $246.00M | $254.00M | $269.00M | $294.00M | $292.00M | $320.00M | $299.00M | $319.00M | $305.00M | $331.00M | $265.00M | $248.00M | $271.00M | $276.00M | $274.00M | $270.00M | $280.00M | $293.00M | $285.00M |
| QoQ Change | — | +2.9% | +3.3% | +5.9% | +9.3% | -0.7% | +9.6% | -6.6% | +6.7% | -4.4% | +8.5% | -19.9% | -6.4% | +9.3% | +1.8% | -0.7% | -1.5% | +3.7% | +4.6% | -2.7% |
| YoY Change | — | — | — | — | +23.0% | +18.7% | +26.0% | +11.2% | +8.5% | +4.5% | +3.4% | -11.4% | -22.3% | -11.1% | -16.6% | +3.4% | +8.9% | +3.3% | +6.2% | +4.0% |
Business Segments
| Segment | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|
| Investor Services | $215.00M | $212.00M | $220.00M | $229.00M | $223.00M |
| Advisor Services | $59.00M | $58.00M | $60.00M | $64.00M | $62.00M |
| Total | $274.00M | $270.00M | $280.00M | $293.00M | $285.00M |
Occupancy and equipment at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's occupancy and equipment?
- Charles Schwab Corporation (SCHW) reported occupancy and equipment of $285.00M in Q1 2026.
- How has Charles Schwab Corporation's occupancy and equipment changed year-over-year?
- Charles Schwab Corporation's occupancy and equipment increased by 4.0% year-over-year, from $274.00M to $285.00M.
- What is the long-term trend for Charles Schwab Corporation's occupancy and equipment?
- Over 4 years (2021 to 2025), Charles Schwab Corporation's occupancy and equipment has grown at a 3.4% compound annual growth rate (CAGR), from $976.00M to $1.12B.
- What does occupancy and equipment mean?
- The total cost of renting, maintaining, and equipping physical office and branch locations.