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Charles Schwab Corporation SCHW Investor Services — Regulatory fees and assessments
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Where this comes from
Reported directly by Charles Schwab Corporation in its filing.
Tagged under the XBRL concept schw:RegulatoryFeesAndAssessments.
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 / 2026 | Investor Services / 2025 | Advisor Services / 2026 | Advisor Services / 2025 | Total / 2026 | Total / 2025 |
|---|---|---|---|---|---|---|
| Communications | 130 | 120 | 68 | 56 | 198 | 176 |
| Depreciation and amortization | 150 | 162 | 48 | 53 | 198 | 215 |
| Amortization of acquired intangible assets | 119 | 104 | 23 | 24 | 142 | 128 |
| Regulatory fees and assessments | 47 | 62 | 16 | 15 | 63 | 77 |
| Other | 246 | 209 | 47 | 38 | 293 | 247 |
| Total expenses excluding interest | 2,663 | 2,361 | 740 | 687 | 3,403 | 3,048 |
| Income before taxes on income | $2,865 | $2,274 | $804 | $529 | $3,669 | $2,803 |
| Six Months Ended June 30, |
Item 1. Condensed Consolidated Financial Statements (Unaudited):
FAQ
- What is Charles Schwab Corporation's investor services — regulatory fees and assessments?
- Charles Schwab Corporation (SCHW) reported investor services — regulatory fees and assessments of $47M in Q2 2026.
- How has Charles Schwab Corporation's investor services — regulatory fees and assessments changed year-over-year?
- Charles Schwab Corporation's investor services — regulatory fees and assessments decreased by 24.2% year-over-year, from $62M to $47M.
- What is the long-term trend for Charles Schwab Corporation's investor services — regulatory fees and assessments?
- Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — regulatory fees and assessments has grown at a 6.4% compound annual growth rate (CAGR), from $197M to $237M.
- What does investor services — regulatory fees and assessments mean?
- Costs incurred to comply with financial industry regulations and assessments levied by governing bodies for the Investor Services segment. These are mandatory expenses required to maintain operating licenses and industry standing.
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