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Charles Schwab Corporation SCHW Investor Services — Regulatory fees and assessments

Other segment segments

Advisor Services
$16M-15.8%

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BKBank assessment charges
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CBOERegulatory fees cost of revenues — Total cost of revenues
$0-100%

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 schw:RegulatoryFeesAndAssessments.

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 — regulatory fees and assessments?
Charles Schwab Corporation (SCHW) reported investor services — regulatory fees and assessments of $59M in Q1 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 15.7% year-over-year, from $70M to $59M.
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.