Charles Schwab Corporation Advisor Services — Compensation and benefits increased by 13.2% to $413.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.7%, from $387.00M to $413.00M. Over 3 years (FY 2022 to FY 2025), Advisor Services — Compensation and benefits shows relatively stable performance with a 1.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase may indicate headcount growth or higher incentive payouts, while a decrease could signal cost-cutting or efficiency gains.
Represents the total personnel-related costs, including salaries, bonuses, and benefits, specifically allocated to the A...
Standard operating expense line item across financial services firms with institutional brokerage segments.
schw_segment_advisor_services_compensation_and_benefits| 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 | $346.25M | $346.25M | $346.25M | $346.25M | $384.00M | $384.00M | $384.00M | $384.00M | $349.00M | $328.00M | $353.00M | $357.00M | $387.00M | $345.00M | $369.00M | $365.00M | $413.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +10.9% | +0.0% | +0.0% | +0.0% | -9.1% | -6.0% | +7.6% | +1.1% | +8.4% | -10.9% | +7.0% | -1.1% | +13.2% |
| YoY Change | — | — | — | — | +10.9% | +10.9% | +10.9% | +10.9% | -9.1% | -14.6% | -8.1% | -7.0% | +10.9% | +5.2% | +4.5% | +2.2% | +6.7% |