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Average Client Assets
Average assets per client or account, offering insight into the typical client’s value, success at attracting wealthier customers, and potential for revenue per client to rise or fall.Average client assets show a clear inflection into stronger growth from 2024 onward, reflecting a mix of hefty net new asset inflows, rising market valuations and product-led client wins (new accounts, trading and lending momentum). That higher asset base should sustainably boost fee and interest revenue and is already improving operating leverage, but the trajectory is still market- and rate-sensitive; trading normalization, Fed moves, subdued securities-lending, and capital choices (buybacks excluded from the scenario) are the main risks to continued asset-driven upside.
Date | Average Client Assets |
|---|---|
Jun 30, 2026 | $12.72T |
Mar 31, 2026 | $12.05T |
Dec 31, 2025 | $10.81T |
Sep 30, 2025 | $11.15T |
Jun 30, 2025 | $10.11T |
Mar 31, 2025 | $10.21T |
Dec 31, 2024 | $9.40T |
Sep 30, 2024 | $9.59T |
Jun 30, 2024 | $9.13T |
Mar 31, 2024 | $8.76T |