Business Segments · Advertising and market development
Investor Services — Advertising and market development
Charles Schwab Corporation Investor Services — Advertising and market development decreased by 8.1% to $79.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 23.4%, from $64.00M to $79.00M. Over 3 years (FY 2022 to FY 2025), Investor Services — Advertising and market development shows a downward trend with a -4.0% CAGR.
Analysis
StatementSegment
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026
Rolls up toSales & Marketing
How to read this metric
Increased spending is often a growth signal for client acquisition, while decreased spending may indicate a focus on margin preservation.
Detailed definition
Reflects the marketing and promotional expenditures dedicated to acquiring and retaining clients within the Investor Ser...
Peer comparison
Comparable to 'Marketing' or 'Advertising' expenses across retail financial services peers.
Metric ID:
schw_segment_investor_services_advertising_and_market_developmentHistorical Data
17 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $79.00M | $79.00M | $79.00M | $79.00M | $74.00M | $74.00M | $74.00M | $74.00M | $62.00M | $70.00M | $59.00M | $65.00M | $64.00M | $70.00M | $60.00M | $86.00M | $79.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -6.3% | +0.0% | +0.0% | +0.0% | -16.2% | +12.9% | -15.7% | +10.2% | -1.5% | +9.4% | -14.3% | +43.3% | -8.1% |
| YoY Change | — | — | — | — | -6.3% | -6.3% | -6.3% | -6.3% | -16.2% | -5.4% | -20.3% | -12.2% | +3.2% | +0.0% | +1.7% | +32.3% | +23.4% |
Range$59.00M – $86.00M
CAGR+0.0%
Avg YoY Growth-1.4%
Median YoY Growth-6.3%
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Frequently Asked Questions
- What is Charles Schwab Corporation's investor services — advertising and market development?
- Charles Schwab Corporation (SCHW) reported investor services — advertising and market development of $79.00M 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 $64.00M to $79.00M.
- 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 $316.00M to $280.00M.
- What does investor services — advertising and market development mean?
- Marketing and client acquisition spending for the Investor Services segment.