Business Segments · Occupancy and equipment

Advisor Services — Occupancy and equipment

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.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

Higher costs often correlate with physical expansion or technology upgrades, while lower costs may reflect footprint optimization.

Detailed definition

Covers the costs associated with office space, facility leases, and hardware infrastructure dedicated to the Advisor Ser...

Peer comparison

Standard occupancy and equipment expense found in most service-oriented business segments.

Metric ID: schw_segment_advisor_services_occupancy_and_equipment

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$55.00M$75.75M
CAGR-3.5%
Avg YoY Growth-3.9%
Median YoY Growth+1.6%

Frequently Asked Questions

What is Charles Schwab Corporation's advisor services — occupancy and equipment?
Charles Schwab Corporation (SCHW) reported advisor services — occupancy and equipment of $62.00M in Q1 2026.
How has Charles Schwab Corporation's advisor services — occupancy and equipment changed year-over-year?
Charles Schwab Corporation's advisor services — occupancy and equipment increased by 5.1% year-over-year, from $59.00M to $62.00M.
What is the long-term trend for Charles Schwab Corporation's advisor services — occupancy and equipment?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — occupancy and equipment has grown at a -5.5% compound annual growth rate (CAGR), from $286.00M to $241.00M.
What does advisor services — occupancy and equipment mean?
Facility and equipment-related operating expenses for the Advisor Services division.