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

Schwab Charles' Accumulated Expenses history runs 18 years deep, the most recent figure standing at $12.0 billion for 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 was $12.0 billion for Q1 2026 at Schwab Charles, down from $12.8 billion in the prior quarter.
• In the past five years, Accumulated Expenses ranged from a high of $27.6 billion in Q3 2024 to a low of $10.8 billion in Q2 2025.
• Historically, Accumulated Expenses has averaged $14.3 billion across 5 years, with a median of $13.2 billion in 2023.
• The sharpest annual moves came in 2024 and 2025: Accumulated Expenses surged 71.93% in 2024, then sank 58.59% in 2025.
• A 5-year view of Accumulated Expenses shows it stood at $13.1 billion in 2022, then slipped by 10.45% to $11.8 billion in 2023, then advanced by 4.88% to $12.3 billion in 2024, then rose by 4.11% to $12.8 billion in 2025, then decreased by 6.64% to $12.0 billion in 2026.
• The last three Accumulated Expenses figures came in at $12.0 billion (Q1 2026), $12.8 billion (Q4 2025), and $11.4 billion (Q3 2025), per Business Quant data.