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Charles Schwab Corporation SCHW Advisor Services — Compensation and benefits

Other segment segments

Investor Services
$1.4B+8.9%

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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:LaborAndRelatedExpense.

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 — compensation and benefits?
Charles Schwab Corporation (SCHW) reported advisor services — compensation and benefits of $413M in Q1 2026.
How has Charles Schwab Corporation's advisor services — compensation and benefits changed year-over-year?
Charles Schwab Corporation's advisor services — compensation and benefits increased by 6.7% year-over-year, from $387M to $413M.
What is the long-term trend for Charles Schwab Corporation's advisor services — compensation and benefits?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — compensation and benefits has grown at a 1.9% compound annual growth rate (CAGR), from $1.39B to $1.47B.
What does advisor services — compensation and benefits mean?
Represents the total personnel-related costs, including salaries, bonuses, and benefits, specifically allocated to the Advisor Services business segment. This metric reflects the human capital investment required to support independent investment advisors and institutional clients.