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Net New Client Assets by Segment
Shows how much new money clients are adding or withdrawing in each business area, revealing which customer groups are fueling growth and whether inflows are broad-based or concentrated.Investor and Advisor inflows have shifted from 2022–23 volatility into consistently larger quarters across 2024–H1 2026, with Advisor Services producing the biggest spikes (late‑2025/early‑2026) and Investor Services delivering steadier Q1 strength—mirroring Schwab’s record new accounts and core net new assets. That broad‑based gathering underpins fee and interest income upside, but management’s outlook depends materially on market appreciation and elevated trading activity, so a market or trading slowdown could quickly temper these headline asset gains.
Date | Investor Services | Advisor Services |
|---|---|---|
Jun 30, 2026 | $38.50B | $80.20B |
Mar 31, 2026 | $54.10B | $85.80B |
Dec 31, 2025 | $60.40B | $97.80B |
Sep 30, 2025 | $52.70B | $81.70B |
Jun 30, 2025 | $31.20B | $42.40B |
Mar 31, 2025 | $69.50B | $62.90B |
Dec 31, 2024 | $49.60B | $58.80B |
Sep 30, 2024 | $36.70B | $54.10B |
Jun 30, 2024 | $39.90B | $34.30B |
Mar 31, 2024 | $34.90B | $53.30B |