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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 total net new client assets (NNA)

Monthly figures from Schwab Charles's filings and investor materials

QuarterlyMonthly
Latest, Sep 2026
67.60
Period ended Sep 30, 2026
Change on a year earlier
+48.9%
45.40 in Sep 2025
History
127 months
Since Mar 2016
Sources
39
Documents cited below

Monthly history

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

PeriodEndedTotal net new client assets (NNA)Year on yearSource
Sep 2026Sep 30, 202667.60+48.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2026Aug 31, 202664.70+49.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jul 2026Jul 31, 202660.10+31.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jun 2026Jun 30, 202662.10+59.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
May 2026May 31, 202649.90+48.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Apr 2026Apr 30, 20266.70+509.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Mar 2026Mar 31, 202679.80+44.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Feb 2026Feb 28, 202632.50-30.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jan 2026Jan 31, 202627.60-9.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Dec 2025Dec 31, 202577.90+29.4%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Nov 2025Nov 30, 202538.70+51.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Oct 2025Oct 31, 202541.60+83.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Sep 2025Sep 30, 202545.40+49.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2025Aug 31, 202543.30+37.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jul 2025Jul 31, 202545.70+57.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jun 2025Jun 30, 202538.90+17.2%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗

Breakdown

What makes up total net new client assets (nna)

Cite this data

StockData. (2026). Schwab Charles Total net new client assets (NNA), monthly Mar 2016–Sep 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/nna-total

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