SCHW · News · 20260817N

Market Demand Trends

SCHWAB CHARLES CORP · 2026-08-17 · Importance 30 · Surprise 40

Charles Schwab’s July client assets reached $13.04 trillion, indicating continued growth in customer balances and platform demand. Core net new assets totaled $58.1 billion during the month. The company added 417,000 new brokerage accounts, up 11% year over year, demonstrating stronger customer acquisition and exceeding the materiality threshold for year-over-year change.

Key facts

• Plato Investment Management Ltd purchased 65,701 shares of The Charles Schwab Corporation valued at approximately $6.03 million during the second quarter. source
• Charles Schwab insider Dennis Howard sold 2,198 shares of the company's stock for approximately $241,780, reducing his position by nearly 24%. source
• Dennis Howard's sale of 2,198 shares was executed under a pre-arranged Rule 10b5-1 trading plan, following a previous sale of 28,000 shares in July. source