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Schwab Charles Corp (SCHW) operating KPIs

SCHWNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW.PD, SCHW.PJ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/307% below fair value
$88.05−1.42 (-1.59%)

Close on Oct 30, 2026Market cap $152.27BP/E 16.0Yield 1.23%

Schwab Charles core net new client assets (excluding clearing/M&A flows)

Monthly figures from Schwab Charles's filings and investor materials

Latest, Sep 2026
67.50
Period ended Sep 30, 2026
Change on a year earlier
+46.1%
46.20 in Sep 2025
History
115 months
Since Mar 2017
Sources
35
Documents cited below

Monthly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedCore net new client assets (excluding clearing/M&A flows)Year on yearSource
Sep 2026Sep 30, 202667.50+46.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2026Aug 31, 202664.80+45.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jul 2026Jul 31, 202658.10+23.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jun 2026Jun 30, 202662.70+47.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
May 2026May 31, 202649.90+42.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Apr 2026Apr 30, 20267.20+166.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Mar 2026Mar 31, 202679.70+34.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Feb 2026Feb 28, 202632.50-32.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jan 2026Jan 31, 202627.80-9.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Dec 2025Dec 31, 202579.10+28.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Nov 2025Nov 30, 202540.40+40.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Oct 2025Oct 31, 202544.40+80.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Sep 2025Sep 30, 202546.20+37.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2025Aug 31, 202544.40+35.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jul 2025Jul 31, 202546.90+61.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jun 2025Jun 30, 202542.60+46.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗

Cite this data

StockData. (2026). Schwab Charles Core net new client assets (excluding clearing/M&A flows), monthly Mar 2017–Sep 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/nna-core

See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.