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Charles Schwab Corporation SCHW Advisor Services — Other

Other segment segments

Investor Services
$184M-8.9%

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$3.77M-4.8%

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:OtherExpenses.

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 — other?
Charles Schwab Corporation (SCHW) reported advisor services — other of $38M in Q1 2026.
How has Charles Schwab Corporation's advisor services — other changed year-over-year?
Charles Schwab Corporation's advisor services — other decreased by 9.5% year-over-year, from $42M to $38M.
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.