SCHW · News · 20260814N
Client Asset Growth
SCHWAB CHARLES CORP · 2026-08-14 · Importance 35 · Surprise 48 · No source text
Core net new assets rose 24% year over year to a July-record $58.1 billion in July 2026. Total client assets reached $13.04 trillion at July month-end, up 19% from July 2025 and relatively flat versus June 2026. Schwab opened 417,000 new brokerage accounts during July and reported 11.6 million daily average trades.
Key facts
- Charles Schwab reported record core net new assets of $58.1 billion for July 2026, marking a 24% year-over-year increase. source
- Core net new assets for July 2026: $58.1 billion, a 24% increase versus July 2025. source
- Total client assets as of month-end July 2026: $13.04 trillion, up 19% from July 2025 and relatively flat compared to June 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | — | Charles Schwab reported record core net new assets of $58.1 billion for July 2026, marking a 24% year-over-year increase. |
| assets | positive | realized | — | Total client assets as of month-end July 2026: $13.04 trillion, up 19% from July 2025 and relatively flat compared to June 2026. |