Business Segments · Net interest revenue

Advisor Services — Net interest revenue

Charles Schwab Corporation Advisor Services — Net interest revenue increased by 7.3% to $719.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.2%, from $548.00M to $719.00M. Over 3 years (FY 2022 to FY 2025), Advisor Services — Net interest revenue shows a downward trend with a -4.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2015
Last reportedQ1 2026

How to read this metric

Higher revenue indicates growth in client cash balances or a favorable interest rate environment for the segment.

Detailed definition

This represents the net interest income generated by the Advisor Services segment, primarily derived from client cash ba...

Peer comparison

Comparable to net interest margin or revenue metrics in other brokerage and custody-focused financial institutions.

Metric ID: schw_segment_advisor_services_net_interest_revenue

Historical Data

19 periods
 Q2 '21Q3 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value469M500M609M710M783M644M737M585M527M385M491M443M467M426M548M578M626M670M719M
QoQ Change+6.6%+21.8%+16.6%+10.3%-17.8%+14.4%-20.6%-9.9%-26.9%+27.5%-9.8%+5.4%-8.8%+28.6%+5.5%+8.3%+7.0%+7.3%
YoY Change+51.4%+56.6%+21.0%-17.6%-32.7%-40.2%-33.4%-24.3%-11.4%+10.6%+11.6%+30.5%+34.0%+57.3%+31.2%
Range385M783M
CAGR+10.0%
Avg YoY Growth+9.6%
Median YoY Growth+11.6%
Current Streak5 quarters growth

Frequently Asked Questions

What is Charles Schwab Corporation's advisor services — net interest revenue?
Charles Schwab Corporation (SCHW) reported advisor services — net interest revenue of $719.00M in Q1 2026.
How has Charles Schwab Corporation's advisor services — net interest revenue changed year-over-year?
Charles Schwab Corporation's advisor services — net interest revenue increased by 31.2% year-over-year, from $548.00M to $719.00M.
What is the long-term trend for Charles Schwab Corporation's advisor services — net interest revenue?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — net interest revenue has grown at a -4.1% compound annual growth rate (CAGR), from $2.75B to $2.42B.
What does advisor services — net interest revenue mean?
The net interest income earned by the Advisor Services segment.