Schwab Charles (SCHW) Accumulated Expenses (2009 - 2026)
Schwab Charles (SCHW) posted Accumulated Expenses of $12.5 billion for Q2 2026, up 4.59% on a QoQ basis from $12.0 billion in Q1 2026, and up 15.92% year-over-year from $10.8 billion in Q2 2025.
Analysis
Schwab Charles (SCHW) Accumulated Expenses (2009 - 2026) Analysis & Trends
Schwab Charles has reported Accumulated Expenses for 18 years, with the latest figure at $12.5 billion in Q2 2026.
- On a quarterly basis, Accumulated Expenses rose 15.92% year-over-year to $12.5 billion in Q2 2026; TTM through Jun 2026 was $12.5 billion, a 15.92% increase from a year earlier, with the FY2025 full-year figure at $12.8 billion, up 4.11% from the prior year.
- Accumulated Expenses was $12.5 billion for Q2 2026 at Schwab Charles, up from $12.0 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 $14.2 billion, with a median of $13.2 billion recorded in 2022.
- The sharpest annual moves came in 2024 and 2025: Accumulated Expenses soared 71.93% in 2024, then plunged 58.59% in 2025.
- Over 5 years, Accumulated Expenses 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 retreated by 2.35% to $12.5 billion in 2026.
- The last three Accumulated Expenses figures came in at $12.5 billion (Q2 2026), $12.0 billion (Q1 2026), and $12.8 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Bank Of America | 439.96 Bn | -148.54 Bn | 30.39 Bn |
| 2 | Morgan Stanley | 336.99 Bn | 176.86 Bn | - |
| 3 | Goldman Sachs | 299.92 Bn | -676.43 Bn | - |
| 4 | Royal Bank Of Canada | 288.24 Bn | 61.39 Bn | - |
| 5 | Mitsubishi Ufj Financial | 283.40 Bn | -100.92 Bn | 10.89 Bn |
| 6 | Wells Fargo & Company | 273.32 Bn | 71.49 Bn | - |
| 7 | Banco Santander | 219.61 Bn | 227.22 Bn | 28.01 Bn |
| 8 | American Express | 219.16 Bn | 169.84 Bn | 17.99 Bn |
| 9 | Toronto Dominion Bank | 204.38 Bn | 43.05 Bn | - |
| 10 | Schwab Charles | 185.52 Bn | 111.93 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.53 Bn |
| Mar 31, 2026 | 11.98 Bn |
| Dec 31, 2025 | 12.83 Bn |
| Sep 30, 2025 | 11.42 Bn |
| Jun 30, 2025 | 10.81 Bn |
| Mar 31, 2025 | 11.01 Bn |
| Dec 31, 2024 | 12.33 Bn |
| Sep 30, 2024 | 27.58 Bn |
| Jun 30, 2024 | 16.49 Bn |
| Mar 31, 2024 | 17.64 Bn |
| Dec 31, 2023 | 11.75 Bn |
| Sep 30, 2023 | 16.04 Bn |
| Jun 30, 2023 | 13.84 Bn |
| Mar 31, 2023 | 13.22 Bn |
| Dec 31, 2022 | 13.12 Bn |
| Sep 30, 2022 | 13.45 Bn |
| Jun 30, 2022 | 13.70 Bn |
| Mar 31, 2022 | 15.61 Bn |
| Dec 31, 2021 | 17.79 Bn |
| Sep 30, 2021 | 19.25 Bn |