SCHW · News · 20260817N
Assets Under Management Growth
SCHWAB CHARLES CORP · 2026-08-17 · Importance 30 · Surprise 40 · In source text
Charles Schwab reported total client assets of $13.04 trillion in July 2026. Core net new assets reached $58.1 billion during the month. The company added 417,000 brokerage accounts, up 11% year over year, indicating continued client and asset acquisition momentum.
Key facts
- Charles Schwab reported core net new assets of $58.1 billion in July. source
- Charles Schwab added 417,000 new brokerage accounts, an 11% increase year-over-year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | — | Charles Schwab reported core net new assets of $58.1 billion in July. |
| revenue | positive | probable | — | Charles Schwab reported core net new assets of $58.1 billion in July. |