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Charles Schwab Corporation SCHW Investor Services — Occupancy and equipment

Other segment segments

Advisor Services
$64M+10.3%

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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 / equity1×+0.4×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept us-gaap:OccupancyNet.

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
Expenses Excluding Interest
Compensation and benefits1,3991,1913913451,7901,536
Professional services2492315860307291
Occupancy and equipment2372126458301270
Advertising and market development86702538111108
Communications1301206856198176
Depreciation and amortization1501624853198215
Amortization of acquired intangible assets1191042324142128

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's investor services — occupancy and equipment?
Charles Schwab Corporation (SCHW) reported investor services — occupancy and equipment of $237M in Q2 2026.
How has Charles Schwab Corporation's investor services — occupancy and equipment changed year-over-year?
Charles Schwab Corporation's investor services — occupancy and equipment increased by 11.8% year-over-year, from $212M to $237M.
What is the long-term trend for Charles Schwab Corporation's investor services — occupancy and equipment?
Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — occupancy and equipment has grown at a -0.5% compound annual growth rate (CAGR), from $889M to $876M.
What does investor services — occupancy and equipment mean?
Covers the costs associated with maintaining physical office space, branch locations, and the necessary hardware or equipment for the Investor Services segment. This includes rent, utilities, maintenance, and lease-related expenses for facilities.

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