Investor Services — Occupancy and equipment
Charles Schwab Corporation Investor Services — Occupancy and equipment decreased by 2.6% to $223.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.7%, from $215.00M to $223.00M. Over 3 years (FY 2022 to FY 2025), Investor Services — Occupancy and equipment shows relatively stable performance with a -0.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
Higher costs often reflect physical footprint expansion, whereas lower costs may indicate a shift toward remote work or facility consolidation.
Detailed definition
Covers the costs associated with maintaining physical office space, branch locations, and the necessary hardware or equi...
Peer comparison
Standard 'Occupancy' or 'Facilities' expense line item found in most segment reporting.
schw_segment_investor_services_occupancy_and_equipmentHistorical Data
| 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 | $222.25M | $222.25M | $222.25M | $222.25M | $237.75M | $237.75M | $237.75M | $237.75M | $206.00M | $193.00M | $211.00M | $213.00M | $215.00M | $212.00M | $220.00M | $229.00M | $223.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +7.0% | +0.0% | +0.0% | +0.0% | -13.4% | -6.3% | +9.3% | +0.9% | +0.9% | -1.4% | +3.8% | +4.1% | -2.6% |
| YoY Change | — | — | — | — | +7.0% | +7.0% | +7.0% | +7.0% | -13.4% | -18.8% | -11.3% | -10.4% | +4.4% | +9.8% | +4.3% | +7.5% | +3.7% |
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Frequently Asked Questions
- What is Charles Schwab Corporation's investor services — occupancy and equipment?
- Charles Schwab Corporation (SCHW) reported investor services — occupancy and equipment of $223.00M in Q1 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 3.7% year-over-year, from $215.00M to $223.00M.
- 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 $889.00M to $876.00M.
- What does investor services — occupancy and equipment mean?
- Facility and equipment-related costs for the Investor Services segment.