Schwab Charles (SCHW) 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 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.
• The 5-year median for Accumulated Expenses is $13.2 billion (2023), against an average of $14.3 billion.
• The sharpest annual moves came in 2024 and 2025: Accumulated Expenses jumped 71.93% in 2024, then plunged 58.59% in 2025.
• Schwab Charles' Accumulated Expenses stood at $13.1 billion in 2022, then decreased by 10.45% to $11.8 billion in 2023, then gained by 4.88% to $12.3 billion in 2024, then increased by 4.11% to $12.8 billion in 2025, then retreated by 6.64% to $12.0 billion in 2026.
• Business Quant data shows SCHW's Accumulated Expenses at $12.0 billion in Q1 2026, $12.8 billion in Q4 2025, and $11.4 billion in Q3 2025.