Schwab Charles SCHW
NYSE SCHW
$107.28 -0.05 (-0.05%)
At close: Sep 11, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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