Charles Schwab Corporation Advisor Services — Occupancy and equipment decreased by 3.1% to $62.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.1%, from $59.00M to $62.00M. Over 3 years (FY 2022 to FY 2025), Advisor Services — Occupancy and equipment shows a downward trend with a -5.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Higher costs often correlate with physical expansion or technology upgrades, while lower costs may reflect footprint optimization.
Covers the costs associated with office space, facility leases, and hardware infrastructure dedicated to the Advisor Ser...
Standard occupancy and equipment expense found in most service-oriented business segments.
schw_segment_advisor_services_occupancy_and_equipment| 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 | $71.50M | $71.50M | $71.50M | $71.50M | $75.75M | $75.75M | $75.75M | $75.75M | $59.00M | $55.00M | $60.00M | $63.00M | $59.00M | $58.00M | $60.00M | $64.00M | $62.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +5.9% | +0.0% | +0.0% | +0.0% | -22.1% | -6.8% | +9.1% | +5.0% | -6.3% | -1.7% | +3.4% | +6.7% | -3.1% |
| YoY Change | — | — | — | — | +5.9% | +5.9% | +5.9% | +5.9% | -22.1% | -27.4% | -20.8% | -16.8% | +0.0% | +5.5% | +0.0% | +1.6% | +5.1% |