Charles Schwab Corporation Investor Services — Professional services decreased by 8.8% to $249.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 16.4%, from $214.00M to $249.00M. Over 3 years (FY 2022 to FY 2025), Investor Services — Professional services shows an upward trend with a 5.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Rising costs may indicate increased project activity or reliance on external expertise, while declining costs suggest operational maturity or insourcing.
Includes fees paid to third-party consultants, legal advisors, and outsourced service providers supporting the Investor...
Commonly reported as 'Professional Fees' or 'Consulting Expenses' in segment disclosures.
schw_segment_investor_services_professional_services| 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 | $202.25M | $202.25M | $202.25M | $202.25M | $206.00M | $206.00M | $206.00M | $206.00M | $194.00M | $206.00M | $202.00M | $232.00M | $214.00M | $231.00M | $235.00M | $273.00M | $249.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +1.9% | +0.0% | +0.0% | +0.0% | -5.8% | +6.2% | -1.9% | +14.9% | -7.8% | +7.9% | +1.7% | +16.2% | -8.8% |
| YoY Change | — | — | — | — | +1.9% | +1.9% | +1.9% | +1.9% | -5.8% | +0.0% | -1.9% | +12.6% | +10.3% | +12.1% | +16.3% | +17.7% | +16.4% |