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Charles Schwab Corporation SCHW Investor Services — Revenue

Other segment segments

Advisor Services
$1.41B+21.8%

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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$40.6B-26.9%
Total debt$22.7B-26.1%
Total equity$50.1B+1.3%
Total assets$517.30B+12.7%

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$187.86B+6.9%
Enterprise value$169.96B+12.7%
P/E18.6×-5.5×
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 / equity0.5×-0.2×

Where this comes from

Reported directly by Charles Schwab Corporation in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Charles Schwab Corporation’s 10-Q, filed May 8, 2026.

Filed
May 8, 2026, 4:17 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000316709-26-000019
Three Months Ended March 31,Investor Services / 2026Investor Services / 2025Advisor Services / 2026Advisor Services / 2025Total / 2026Total / 2025
Trading revenue9808051091031,089908
Bank deposit account fees2261916954295245
Other1521774333195210
Total net revenues5,0774,4451,4051,1546,4825,599
Expenses Excluding Interest
Compensation and benefits1,3991,2854133871,8121,672
Professional services2492145455303269
Occupancy and equipment2232156259285274

Item 1. Condensed Consolidated Financial Statements (Unaudited):

FAQ

What is Charles Schwab Corporation's investor services — revenue?
Charles Schwab Corporation (SCHW) reported investor services — revenue of $5.08B in Q1 2026.
How has Charles Schwab Corporation's investor services — revenue changed year-over-year?
Charles Schwab Corporation's investor services — revenue increased by 14.2% year-over-year, from $4.45B to $5.08B.
What is the long-term trend for Charles Schwab Corporation's investor services — revenue?
Over 3 years (2022 to 2025), Charles Schwab Corporation's investor services — revenue has grown at a 6.2% compound annual growth rate (CAGR), from $15.85B to $19B.
What does investor services — revenue mean?
The total top-line revenue generated by the Investor Services segment, encompassing asset management fees, trading commissions, and net interest revenue. This metric serves as the primary indicator of the segment's market scale and business activity level. It captures the aggregate financial performance of services provided to individual retail investors.

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