Schwab Charles (SCHW-PD) Accumulated Expenses (2009 - 2026)

Schwab Charles (SCHW-PD) has reported Accumulated Expenses for 18 consecutive years, with $12.0 billion the latest figure, recorded in Q1 2026.

• In Q1 2026, Accumulated Expenses rose 8.79% year-over-year to $12.0 billion; the TTM figure through Mar 2026 stood at $12.0 billion (up 8.79% YoY), while the FY2025 annual figure was $12.8 billion, up 4.11% from the prior year.
• Accumulated Expenses came in at $12.0 billion for Q1 2026 at Schwab Charles, down from $12.8 billion in the prior quarter.
• The five-year high for Accumulated Expenses was $27.6 billion in Q3 2024, with the low at $10.8 billion in Q2 2025.
• Average Accumulated Expenses over 5 years is $14.3 billion, with a median of $13.2 billion recorded in 2023.
• Across the five-year window, Accumulated Expenses surged 71.93% in 2024 and slumped 58.59% in 2025, its largest moves.
• Year by year, Accumulated Expenses stood at $13.1 billion in 2022, then fell by 10.45% to $11.8 billion in 2023, then increased by 4.88% to $12.3 billion in 2024, then climbed by 4.11% to $12.8 billion in 2025, then declined by 6.64% to $12.0 billion in 2026.
• According to Business Quant data, Accumulated Expenses over the past three periods registered $12.0 billion, $12.8 billion, and $11.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.