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Schwab Charles Corp (SCHW) operating KPIs

SCHWNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW.PD, SCHW.PJ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/307% below fair value
$88.05−1.42 (-1.59%)

Close on Oct 30, 2026Market cap $152.27BP/E 16.0Yield 1.23%

Schwab Charles total expenses excluding interest (GAAP) ($M)

Annual figures from Schwab Charles's filings and investor materials

QuarterlyAnnual
Latest, 2025
12,462
Period ended Dec 31, 2025
Change on a year earlier
+4.6%
11,914 in 2024
History
10 years
Since 2016
Sources
9
Documents cited below

Annual history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedTotal expenses excluding interest (GAAP) ($M)Year on yearSource
2025Dec 31, 202512,462+4.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-01-21 ↗
2024Dec 31, 202411,914-4.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-01-21 ↗
2023Dec 31, 202312,459+9.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2025-01-21 ↗
2022Dec 31, 202211,374+5.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2024-01-17 ↗
2021Dec 31, 202110,807+46.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2023-01-18 ↗
2020Dec 31, 20207,391+25.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2022-01-18 ↗
2019Dec 31, 20195,873+5.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2021-01-19 ↗
2018Dec 31, 20185,570+12.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2020-01-16 ↗
2017Dec 31, 20174,968+10.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2019-01-16 ↗
2016Dec 31, 20164,485–Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2018-01-17 ↗

Breakdown

What makes up total expenses excluding interest (gaap)

Cite this data

StockData. (2026). Schwab Charles Total expenses excluding interest (GAAP) ($M), annual 2016–2025 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/ctx-exp-total

See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.