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Schwab Charles (SCHW) Accumulated Expenses (2016 - 2025)

Schwab Charles (SCHW) has 17 years of Accumulated Expenses data on record, last reported at $12.8 billion in Q4 2025.

  • For Q4 2025, Accumulated Expenses rose 4.11% year-over-year to $12.8 billion; the TTM value through Dec 2025 reached $12.8 billion, up 4.11%, while the annual FY2025 figure was $12.8 billion, 4.11% up from the prior year.
  • Accumulated Expenses reached $12.8 billion in Q4 2025 per SCHW's latest filing, up from $11.4 billion in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $27.6 billion in Q3 2024 and bottomed at $10.8 billion in Q2 2025.
  • Average Accumulated Expenses over 5 years is $15.6 billion, with a median of $14.7 billion recorded in 2022.
  • Peak YoY movement for Accumulated Expenses: soared 157.86% in 2021, then crashed 58.59% in 2025.
  • A 5-year view of Accumulated Expenses shows it stood at $17.8 billion in 2021, then dropped by 26.23% to $13.1 billion in 2022, then surged by 40.2% to $18.4 billion in 2023, then crashed by 33.02% to $12.3 billion in 2024, then rose by 4.11% to $12.8 billion in 2025.
  • Per Business Quant database, its latest 3 readings for Accumulated Expenses were $12.8 billion in Q4 2025, $11.4 billion in Q3 2025, and $10.8 billion in Q2 2025.