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Charles Schwab Corporation SCHW Advisor Services — D&A

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Investor Services
$150M-7.4%

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Other financials

Income statement

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Revenue$7.1B+20.9%
Net income$2.8B+31.7%
EPS (diluted)$1.54+42.6%

Balance sheet

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Cash & equivalents$69.2B+24.5%
Total debt$49.9B+62.3%
Total equity$50.1B+1.4%
Total assets$517.27B+12.7%

Cash flow

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Operating cash flow$4.3B+35.3%
CapEx$185.0M+44.5%
Free cash flow$4.1B+35.0%

Valuation

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Market cap$187.24B+6.6%
Enterprise value$167.89B+11.3%
P/E18.6×-5.6×
P/S7.2×-0.9×

Profitability

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Net margin38.8%+5.1pp
FCF margin176.7%—

Returns & leverage

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Return on equity20.3%+4.7pp
Debt / equity1×+0.4×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept schw:DepreciationAndAmortizationExcludingAmortizationOfIntangibleAssets.

The source filing: Charles Schwab Corporation’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:31 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000316709-26-000031
Three Months Ended June 30,Investor Services / 2026Investor Services / 2025Advisor Services / 2026Advisor Services / 2025Total / 2026Total / 2025
Occupancy and equipment2372126458301270
Advertising and market development86702538111108
Communications1301206856198176
Depreciation and amortization1501624853198215
Amortization of acquired intangible assets1191042324142128
Regulatory fees and assessments476216156377
Other2462094738293247
Total expenses excluding interest2,6632,3617406873,4033,048

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's advisor services — D&A?
Charles Schwab Corporation (SCHW) reported advisor services — D&A of $48M in Q2 2026.
How has Charles Schwab Corporation's advisor services — D&A changed year-over-year?
Charles Schwab Corporation's advisor services — D&A decreased by 9.4% year-over-year, from $53M to $48M.
What is the long-term trend for Charles Schwab Corporation's advisor services — D&A?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — D&A has grown at a 6.8% compound annual growth rate (CAGR), from $169M to $206M.
What does advisor services — D&A mean?
Reflects the systematic allocation of the cost of tangible assets and non-acquired intangible assets used by the Advisor Services segment over their useful lives. This is a non-cash expense representing the wear and tear or obsolescence of operational assets.

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