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.
Higher revenue indicates growth in client cash balances or a favorable interest rate environment for the segment.
This represents the net interest income generated by the Advisor Services segment, primarily derived from client cash ba...
Comparable to net interest margin or revenue metrics in other brokerage and custody-focused financial institutions.
schw_segment_advisor_services_net_interest_revenue| Q2 '21 | Q3 '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 | 469M | 500M | 609M | 710M | 783M | 644M | 737M | 585M | 527M | 385M | 491M | 443M | 467M | 426M | 548M | 578M | 626M | 670M | 719M |
| 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% |