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Charles Schwab Corporation SCHW Advisor Services — Occupancy and equipment

Other segment segments

Investor Services
$237M+11.8%

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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 us-gaap:OccupancyNet.

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
Expenses Excluding Interest
Compensation and benefits1,3991,1913913451,7901,536
Professional services2492315860307291
Occupancy and equipment2372126458301270
Advertising and market development86702538111108
Communications1301206856198176
Depreciation and amortization1501624853198215
Amortization of acquired intangible assets1191042324142128

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's advisor services — occupancy and equipment?
Charles Schwab Corporation (SCHW) reported advisor services — occupancy and equipment of $64M in Q2 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 10.3% year-over-year, from $58M to $64M.
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.

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