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

Schwab Charles has reported Accumulated Expenses for 18 years, with the latest figure at $12.0 billion in Q1 2026.

• For the quarter ending Q1 2026, Accumulated Expenses rose 8.79% year-over-year to $12.0 billion; the trailing twelve-month figure through Mar 2026 stood at $12.0 billion (up 8.79% YoY), and the FY2025 full-year result was $12.8 billion, up 4.11% from the prior year.
• Accumulated Expenses for Q1 2026 stood at $12.0 billion, 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.
• Year-over-year, Accumulated Expenses jumped 71.93% in 2024 and sank 58.59% in 2025.
• Tracing SCHW-PJ's Accumulated Expenses over 5 years: stood at $13.1 billion in 2022, then dropped by 10.45% to $11.8 billion in 2023, then climbed by 4.88% to $12.3 billion in 2024, then gained by 4.11% to $12.8 billion in 2025, then slipped 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.

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