Want to see SCHW full AI Analyst Report?
Client Assets
Total assets held for clients across brokerage, advisory, and bank products; a key measure of scale that drives fee income, market influence, and sensitivity to market swings.Schwab’s asset base has moved from a post-2022 trough into an accelerating growth phase, with recent gains suggesting more than market appreciation alone. Record account openings, stronger net new assets, managed-investing flows, and renewed client risk appetite are broadening the franchise. The latest quarter’s modest pullback appears seasonal or flow-related rather than a break in momentum, especially as management expects continued cash build and further NIM expansion. Sustained asset gathering should amplify fee growth, lending opportunities, and operating leverage.
Date | Client Assets |
|---|---|
Sep 30, 2026 | $13.33T |
Jun 30, 2026 | $13.08T |
Mar 31, 2026 | $11.77T |
Dec 31, 2025 | $11.90T |
Sep 30, 2025 | $11.59T |
Jun 30, 2025 | $10.76T |
Mar 31, 2025 | $9.93T |
Dec 31, 2024 | $10.10T |
Sep 30, 2024 | $9.92T |
Jun 30, 2024 | $9.41T |