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Charles Schwab Corporation SCHW Advisor Services — Revenue

Other segment segments

Investor Services
$5.08B+14.2%

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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$40.6B-26.9%
Total debt$22.7B-26.1%
Total equity$50.1B+1.3%
Total assets$517.30B+12.7%

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$187.86B+6.9%
Enterprise value$169.96B+12.7%
P/E18.6×-5.5×
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 / equity0.5×-0.2×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Charles Schwab Corporation’s 10-Q, filed May 8, 2026.

Filed
May 8, 2026, 4:17 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000316709-26-000019
Three Months Ended March 31,Investor Services / 2026Investor Services / 2025Advisor Services / 2026Advisor Services / 2025Total / 2026Total / 2025
Trading revenue9808051091031,089908
Bank deposit account fees2261916954295245
Other1521774333195210
Total net revenues5,0774,4451,4051,1546,4825,599
Expenses Excluding Interest
Compensation and benefits1,3991,2854133871,8121,672
Professional services2492145455303269
Occupancy and equipment2232156259285274

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's advisor services — revenue?
Charles Schwab Corporation (SCHW) reported advisor services — revenue of $1.41B in Q1 2026.
How has Charles Schwab Corporation's advisor services — revenue changed year-over-year?
Charles Schwab Corporation's advisor services — revenue increased by 21.8% year-over-year, from $1.15B to $1.41B.
What is the long-term trend for Charles Schwab Corporation's advisor services — revenue?
Over 3 years (2022 to 2025), Charles Schwab Corporation's advisor services — revenue has grown at a 0.0% compound annual growth rate (CAGR), from $4.92B to $4.92B.
What does advisor services — revenue mean?
This is the total revenue generated by the Advisor Services segment, encompassing asset-based fees, transaction fees, and net interest revenue. It serves as the primary top-line performance indicator for the business unit serving independent investment advisors. It reflects the scale and market penetration of the custody platform.

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