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Charles Schwab Corporation SCHW Investor Services — Advertising and market development

Other segment segments

Advisor Services
$22M-31.3%

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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$162.04B+16.0%
Enterprise value$134.24B+2.3%
P/E17.2×-4.3×
P/S6.5×-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:MarketingAndAdvertisingExpense.

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 investor services — advertising and market development?
Charles Schwab Corporation (SCHW) reported investor services — advertising and market development of $79M in Q1 2026.
How has Charles Schwab Corporation's investor services — advertising and market development changed year-over-year?
Charles Schwab Corporation's investor services — advertising and market development increased by 23.4% year-over-year, from $64M to $79M.
What is the long-term trend for Charles Schwab Corporation's investor services — advertising and market development?
Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — advertising and market development has grown at a -4.0% compound annual growth rate (CAGR), from $316M to $280M.
What does investor services — advertising and market development mean?
Reflects the marketing and promotional expenditures dedicated to acquiring and retaining clients within the Investor Services segment. This includes digital advertising, brand campaigns, and client acquisition programs.