Business Segments · Professional services

Investor Services — Professional services

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.

Analysis

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

How to read this metric

Rising costs may indicate increased project activity or reliance on external expertise, while declining costs suggest operational maturity or insourcing.

Detailed definition

Includes fees paid to third-party consultants, legal advisors, and outsourced service providers supporting the Investor...

Peer comparison

Commonly reported as 'Professional Fees' or 'Consulting Expenses' in segment disclosures.

Metric ID: schw_segment_investor_services_professional_services

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range$194.00M$273.00M
CAGR+5.3%
Avg YoY Growth+6.5%
Median YoY Growth+1.9%

Frequently Asked Questions

What is Charles Schwab Corporation's investor services — professional services?
Charles Schwab Corporation (SCHW) reported investor services — professional services of $249.00M in Q1 2026.
How has Charles Schwab Corporation's investor services — professional services changed year-over-year?
Charles Schwab Corporation's investor services — professional services increased by 16.4% year-over-year, from $214.00M to $249.00M.
What is the long-term trend for Charles Schwab Corporation's investor services — professional services?
Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — professional services has grown at a 5.6% compound annual growth rate (CAGR), from $809.00M to $953.00M.
What does investor services — professional services mean?
External consulting and professional service fees for the Investor Services segment.