SCHW · News · 20260814N

Market Demand Trends

SCHWAB CHARLES CORP · 2026-08-14 · Importance 35 · Surprise 48

Charles Schwab reported core net new assets of $58.1 billion in July 2026, a July record and a 24% increase from July 2025. Total client assets reached $13.04 trillion at month-end, up 19% year over year and relatively flat from June. Schwab opened 417,000 new brokerage accounts during the month, while daily average trades totaled 11.6 million. The results indicate strong client acquisition, asset inflows, and retail trading activity across Schwab’s brokerage platform.

Key facts

• Daniel J. Thoren filed to sell 50,000 shares of Charles Schwab Corp common stock, valued at $5,586,000, expected to be sold starting around August 13, 2026 on the NYSE. source
• Howard Theo Slayen filed a Rule 144 notice to sell up to 5,700 shares of Charles Schwab Corp common stock, valued at an aggregate market value of $753,910.50, with an approximate sale date of August 14, 2026. source
• The sale of 46,410 shares occurred on August 12, 2026 with shares trading near their 52-week high after an 18% gain. source
• Charles R. Schwab reported an indirect open-market sale of 46,410 shares on August 12, 2026 at a weighted average price of $108.176 per share, for a sale value of approximately $5.02 million. source
• 417,000 new brokerage accounts were opened in July 2026. source
• Daily average trades in July 2026: 11.6 million. source
• Shares of Charles Schwab Corp. increased 1.23% to $111.09 on the reported trading day. source