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Charles Schwab Corporation SCHW Advisor Services — Occupancy and equipment

Other segment segments

Investor Services
$223M+3.7%

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$7.04M+13.9%
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$11.73M+7.3%

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$159.48B+16.0%
Enterprise value$106.71B+2.3%
P/E16.9×-4.3×
P/S6.4×-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:OccupancyNet.

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 — occupancy and equipment?
Charles Schwab Corporation (SCHW) reported advisor services — occupancy and equipment of $62M in Q1 2026.
How has Charles Schwab Corporation's advisor services — occupancy and equipment changed year-over-year?
Charles Schwab Corporation's advisor services — occupancy and equipment increased by 5.1% year-over-year, from $59M to $62M.
What is the long-term trend for Charles Schwab Corporation's advisor services — occupancy and equipment?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — occupancy and equipment has grown at a -5.5% compound annual growth rate (CAGR), from $286M to $241M.
What does advisor services — occupancy and equipment mean?
Covers the costs associated with office space, facility leases, and hardware infrastructure dedicated to the Advisor Services segment. This reflects the physical and technological footprint required to maintain operations for institutional clients.