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Assets Receiving Ongoing Advisory Services
Measures assets under management or advisory where Schwab provides ongoing advice, signaling a shift toward recurring, higher-fee relationships that boost revenue stability and client stickiness.Assets receiving ongoing advisory services have accelerated markedly since 2023, driven by record new accounts and large core net flows—this expansion is a primary driver of rising asset-management fees and the notable operating‑leverage improvement management flagged. That said, the company’s outlook leans on both organic inflows and an assumed ~13% market appreciation, so a market pullback or a moderation in trading activity would quickly blunt fee revenue upside and could pressure the touted margin expansion.
Date | Assets Receiving Ongoing Advisory Services |
|---|---|
Jun 30, 2026 | $6.67T |
Mar 31, 2026 | $6.04T |
Dec 31, 2025 | $6.02T |
Sep 30, 2025 | $5.81T |
Jun 30, 2025 | $5.42T |
Mar 31, 2025 | $5.06T |
Dec 31, 2024 | $5.06T |
Sep 30, 2024 | $5.02T |
Jun 30, 2024 | $4.72T |
Mar 31, 2024 | $4.63T |