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Charles Schwab Corporation SCHW Advisor Services — Advertising and market development

Other segment segments

Investor Services
$79M+23.4%

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Other financials

Income statement

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Revenue$6.5B+15.8%
Net income$2.5B+29.9%
EPS (diluted)$1.37+38.4%

Balance sheet

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Cash & equivalents$73.3B+18.2%
Total debt$20.5B-30.2%
Total equity$49.2B-0.6%
Total assets$493.32B+6.6%

Cash flow

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Operating cash flow$7.3B+15.5%
CapEx$140.0M+19.7%
Free cash flow$7.2B+15.4%

Valuation

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Market cap$162.04B+16.0%
Enterprise value$134.24B+2.3%
P/E17.2×-4.3×
P/S6.5×-0.3×

Profitability

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Net margin38%+6.3pp
FCF margin176.7%—

Returns & leverage

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Return on equity19.1%+5.0pp
Debt / equity0.4×-0.2×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept us-gaap:MarketingAndAdvertisingExpense.

The official record: Charles Schwab Corporation’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Charles Schwab Corporation's advisor services — advertising and market development?
Charles Schwab Corporation (SCHW) reported advisor services — advertising and market development of $22M 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 $32M to $22M.
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 $103M to $140M.
What does advisor services — advertising and market development mean?
Captures marketing, branding, and business development expenditures specifically aimed at acquiring or retaining independent investment advisor relationships. This metric tracks the investment in growth and market share within the institutional channel.