SCHW · News · 20260903N

Market Demand Trends

SCHWAB CHARLES CORP · 2026-09-03 · Importance 69 · Surprise 64

Core net new assets at Charles Schwab surged 50% year over year, indicating stronger client acquisition and asset-gathering momentum. Managed investing flows increased 53% year over year, pointing to robust demand for Schwab’s managed investment offerings. The reported growth was associated with a 21% increase in revenue and stronger earnings, although those financial results are outside this market-demand summary.

Key facts

• Managing Director Neesha Hathi sold 3,177 shares of Charles Schwab stock worth approximately $346,428 and exercised stock options to acquire an equal number of shares. source