Business Segments · Advertising and market development
Advisor Services — Advertising and market development
Charles Schwab Corporation Advisor Services — Advertising and market development decreased by 24.1% to $22.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 31.3%, from $32.00M to $22.00M. Over 3 years (FY 2022 to FY 2025), Advisor Services — Advertising and market development shows an upward trend with a 10.8% CAGR.
Analysis
StatementSegment
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026
Rolls up toSales & Marketing
How to read this metric
Increased spending typically signals an aggressive growth strategy, while decreased spending may indicate a focus on margin preservation.
Detailed definition
Captures marketing, branding, and business development expenditures specifically aimed at acquiring or retaining indepen...
Peer comparison
Comparable to marketing and sales expense metrics in B2B financial services.
Metric ID:
schw_segment_advisor_services_advertising_and_market_developmentHistorical Data
17 periods
| 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 | $25.75M | $25.75M | $25.75M | $25.75M | $25.25M | $25.25M | $25.25M | $25.25M | $26.00M | $37.00M | $42.00M | $36.00M | $32.00M | $38.00M | $41.00M | $29.00M | $22.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -1.9% | +0.0% | +0.0% | +0.0% | +3.0% | +42.3% | +13.5% | -14.3% | -11.1% | +18.8% | +7.9% | -29.3% | -24.1% |
| YoY Change | — | — | — | — | -1.9% | -1.9% | -1.9% | -1.9% | +3.0% | +46.5% | +66.3% | +42.6% | +23.1% | +2.7% | -2.4% | -19.4% | -31.3% |
Range$22.00M – $42.00M
CAGR-3.9%
Avg YoY Growth+9.5%
Median YoY Growth-1.9%
Current Streak2 quarters decline
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Charles Schwab Corporation's advisor services — advertising and market development?
- Charles Schwab Corporation (SCHW) reported advisor services — advertising and market development of $22.00M in Q1 2026.
- How has Charles Schwab Corporation's advisor services — advertising and market development changed year-over-year?
- Charles Schwab Corporation's advisor services — advertising and market development decreased by 31.3% year-over-year, from $32.00M to $22.00M.
- What is the long-term trend for Charles Schwab Corporation's advisor services — advertising and market development?
- Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — advertising and market development has grown at a 10.8% compound annual growth rate (CAGR), from $103.00M to $140.00M.
- What does advisor services — advertising and market development mean?
- Marketing and business development spend for the Advisor Services segment.