Schwab Charles (SCHW) Accumulated Expenses (2009 - 2026)
Schwab Charles' Accumulated Expenses was $12.53 billion in Q2 2026, up 15.9% from $10.81 billion a year earlier and up 4.6% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Accumulated Expenses (2009 - 2026) Analysis & Trends
At the end of FY2025, Accumulated Expenses at Schwab Charles came in at $12.83 billion, up 4.1% from FY2024.
- Accumulated Expenses shows a five-year compound annual growth rate of -5.6% (FY2020 to FY2025).
- In earlier years, Accumulated Expenses was $12.33 billion in FY2024 (+4.9%), $11.75 billion in FY2023 (-10.5%), $13.12 billion in FY2022 (-26.2%) and $17.79 billion in FY2021 (+4.1%).
- Quarterly Accumulated Expenses has moved between $10.81 billion (Q2 2025) and $27.58 billion (Q3 2024) over five years.
- Compared with a year earlier, Accumulated Expenses has increased for three straight quarters, with an average decline of 3.1% over the last eight quarters.
- The best year-over-year quarter for Accumulated Expenses over five years was Q3 2021 (growth of 157.9%); the worst was Q3 2025 (a decline of 58.6%).
- Per Business Quant data, SCHW's Accumulated Expenses in the three quarters before Q2 2026 was $11.98 billion (Q1 2026), $12.83 billion (Q4 2025) and $11.42 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 13.41 Bn |
| 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 |
API Access
Schwab Charles Accumulated Expenses API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=accumulated-expenses&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "accumulated-expenses", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=accumulated-expenses&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();