SCHW · News · 20260915N

Client Asset Growth

SCHWAB CHARLES CORP · 2026-09-15 · Importance 22 · Surprise 56

Schwab reported record August net new assets of $64.8 billion, up 46% year over year. Total client assets reached $13.41 trillion, while the company opened 424,000 new brokerage accounts. Margin loan balances and assets receiving advisory services also increased significantly, indicating stronger retail and advisory-client demand.

Key facts

• SCHW's assets grew 22% to $13.1 trillion. source
• Total client assets reached $13.41 trillion. source
• August 2026 net new assets of $64.8 billion represented a 46% year-over-year increase. source
• Charles Schwab reported record net new assets of $64.8 billion in August 2026. source
• Charles Schwab opened 424,000 new brokerage accounts. source