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Charles Schwab Corporation SCHW Advisor Services — Professional services

Other segment segments

Investor Services
$249M+7.8%

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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 / equity+0.4×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept us-gaap:ProfessionalFees.

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
Total net revenues5,5284,6351,5441,2167,0725,851
Expenses Excluding Interest
Compensation and benefits1,3991,1913913451,7901,536
Professional services2492315860307291
Occupancy and equipment2372126458301270
Advertising and market development86702538111108
Communications1301206856198176
Depreciation and amortization1501624853198215

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's advisor services — professional services?
Charles Schwab Corporation (SCHW) reported advisor services — professional services of $58M in Q2 2026.
How has Charles Schwab Corporation's advisor services — professional services changed year-over-year?
Charles Schwab Corporation's advisor services — professional services decreased by 3.3% year-over-year, from $60M to $58M.
What is the long-term trend for Charles Schwab Corporation's advisor services — professional services?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — professional services has grown at a 3.0% compound annual growth rate (CAGR), from $223M to $244M.
What does advisor services — professional services mean?
Includes fees paid to third-party consultants, legal advisors, and specialized service providers supporting the Advisor Services segment. These costs are typically associated with strategic initiatives, technology implementation, or external operational support.

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