Advisor Services — Regulatory fees and assessments
Charles Schwab Corporation Advisor Services — Regulatory fees and assessments increased by 100.0% to $16.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 15.8%, from $19.00M to $16.00M. Over 3 years (FY 2022 to FY 2025), Advisor Services — Regulatory fees and assessments shows a downward trend with a -8.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
Increases often reflect changes in regulatory requirements or industry-wide assessment hikes rather than operational changes.
Detailed definition
Includes mandatory fees and assessments paid to regulatory bodies and industry organizations for the Advisor Services se...
Peer comparison
Standard regulatory expense line item for licensed financial institutions.
schw_segment_advisor_services_regulatory_fees_and_assessmentsHistorical Data
| 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 | $16.25M | $16.25M | $16.25M | $16.25M | $40.00M | $40.00M | $40.00M | $40.00M | $31.00M | $20.00M | $18.00M | $18.00M | $19.00M | $15.00M | $8.00M | $8.00M | $16.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +146.2% | +0.0% | +0.0% | +0.0% | -22.5% | -35.5% | -10.0% | +0.0% | +5.6% | -21.1% | -46.7% | +0.0% | +100.0% |
| YoY Change | — | — | — | — | +146.2% | +146.2% | +146.2% | +146.2% | -22.5% | -50.0% | -55.0% | -55.0% | -38.7% | -25.0% | -55.6% | -55.6% | -15.8% |
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Frequently Asked Questions
- What is Charles Schwab Corporation's advisor services — regulatory fees and assessments?
- Charles Schwab Corporation (SCHW) reported advisor services — regulatory fees and assessments of $16.00M in Q1 2026.
- How has Charles Schwab Corporation's advisor services — regulatory fees and assessments changed year-over-year?
- Charles Schwab Corporation's advisor services — regulatory fees and assessments decreased by 15.8% year-over-year, from $19.00M to $16.00M.
- What is the long-term trend for Charles Schwab Corporation's advisor services — regulatory fees and assessments?
- Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — regulatory fees and assessments has grown at a -8.4% compound annual growth rate (CAGR), from $65.00M to $50.00M.
- What does advisor services — regulatory fees and assessments mean?
- Mandatory regulatory and industry compliance fees for the Advisor Services business.