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Charles Schwab Corporation SCHW Advisor Services — Other

Other segment segments

Investor Services
$246M+17.7%

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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 / equity+0.4×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept us-gaap:OtherExpenses.

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
Depreciation and amortization1501624853198215
Amortization of acquired intangible assets1191042324142128
Regulatory fees and assessments476216156377
Other2462094738293247
Total expenses excluding interest2,6632,3617406873,4033,048
Income before taxes on income$2,865$2,274$804$529$3,669$2,803
Six Months Ended June 30,
Net Revenues

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's advisor services — other?
Charles Schwab Corporation (SCHW) reported advisor services — other of $47M in Q2 2026.
How has Charles Schwab Corporation's advisor services — other changed year-over-year?
Charles Schwab Corporation's advisor services — other increased by 23.7% year-over-year, from $38M to $47M.
What is the long-term trend for Charles Schwab Corporation's advisor services — other?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — other has grown at a 3.5% compound annual growth rate (CAGR), from $146M to $162M.
What does advisor services — other mean?
Captures miscellaneous operating expenses for the Advisor Services segment that do not fit into primary categories like compensation, marketing, or occupancy. This includes general administrative costs and minor operational overhead.

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