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Charles Schwab Corporation SCHW Advisor Services — Regulatory fees and assessments
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Where this comes from
Reported directly by Charles Schwab Corporation in its filing.
Tagged under the XBRL concept schw:RegulatoryFeesAndAssessments.
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 / 2026 | Investor Services / 2025 | Advisor Services / 2026 | Advisor Services / 2025 | Total / 2026 | Total / 2025 |
|---|---|---|---|---|---|---|
| Communications | 130 | 120 | 68 | 56 | 198 | 176 |
| Depreciation and amortization | 150 | 162 | 48 | 53 | 198 | 215 |
| Amortization of acquired intangible assets | 119 | 104 | 23 | 24 | 142 | 128 |
| Regulatory fees and assessments | 47 | 62 | 16 | 15 | 63 | 77 |
| Other | 246 | 209 | 47 | 38 | 293 | 247 |
| Total expenses excluding interest | 2,663 | 2,361 | 740 | 687 | 3,403 | 3,048 |
| Income before taxes on income | $2,865 | $2,274 | $804 | $529 | $3,669 | $2,803 |
| Six Months Ended June 30, |
Item 1. Condensed Consolidated Financial Statements (Unaudited):
FAQ
- What is Charles Schwab Corporation's advisor services — regulatory fees and assessments?
- Charles Schwab Corporation (SCHW) reported advisor services — regulatory fees and assessments of $16M in Q2 2026.
- How has Charles Schwab Corporation's advisor services — regulatory fees and assessments changed year-over-year?
- Charles Schwab Corporation's advisor services — regulatory fees and assessments increased by 6.7% year-over-year, from $15M to $16M.
- What is the long-term trend for Charles Schwab Corporation's advisor services — regulatory fees and assessments?
- Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — regulatory fees and assessments has grown at a -8.4% compound annual growth rate (CAGR), from $65M to $50M.
- What does advisor services — regulatory fees and assessments mean?
- Includes mandatory fees and assessments paid to regulatory bodies and industry organizations for the Advisor Services segment. These costs are required to maintain licenses and comply with financial industry oversight.
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