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Charles Schwab Corporation SCHW Investor Services — Other

Other segment segments

Advisor Services
$38M-9.5%

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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$159.48B+16.0%
Enterprise value$106.71B+2.3%
P/E16.9×-4.3×
P/S6.4×-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:OtherExpenses.

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 — other?
Charles Schwab Corporation (SCHW) reported investor services — other of $184M in Q1 2026.
How has Charles Schwab Corporation's investor services — other changed year-over-year?
Charles Schwab Corporation's investor services — other decreased by 8.9% year-over-year, from $202M to $184M.
What is the long-term trend for Charles Schwab Corporation's investor services — other?
Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — other has grown at a 12.4% compound annual growth rate (CAGR), from $568M to $806M.
What does investor services — other mean?
Residual operating expenses for the Investor Services segment that do not fall into specific categories like compensation, marketing, or technology. This may include miscellaneous administrative costs, insurance, or minor operational overhead.