The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $8.24 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for July 2023.

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View July 2023 SMART Supplement


Current Stock Activity

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  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Recent News

  • August 14, 2023

    Schwab Reports Monthly Activity Highlights

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  • August 10, 2023

    Investing in the Next Generation of Talent: Schwab Announces Registered Investment Advisor Talent Advantage Student Scholarship Recipients

  • August 2, 2023

    Schwab Study: Workers Continue to Prioritize 401(k) Saving Amid Anxiety About Inflation and Market Volatility

  • July 31, 2023

    Schwab Launches Three New Wasmer Schroeder™ Bond Ladder Strategies as Appetite for Fixed Income Continues to Grow

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Clients' daily average trades

(in thousands)

Week of 07/31-08/04

Week of 08/07-08/11

Total 5,674 5,265

For a 13-week history of trading activity >

For the current monthly report of other client activity >

Notes: Weekly averages are updated after 1:00 pm Pacific time on the second business day of the following week. These preliminary estimates are intended to provide a directional view of client trading activity during a given weekly period. These estimates are subject to change and may be updated based on additional information.

Bank Deposit Account Summary

Selected Second Quarter Balances (as of quarter-end)

  • For banking subsidiaries:

    • Balance sheet assets = $371.1 billion, down 20% year-over-year.

    • Outstanding mortgage and home equity loans = $26.3 billion, up 7% year-over-year.

    • Pledged Asset Line® balances = $13.6 billion, down 9% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $76.4 billion, up 12% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $378.7 billion, up 172% year-over-year.


Upcoming Corporate Events

Week of September 11, 2023

August Monthly Activity Report. (Normally reported on or around the 10th business day, pre-market) - For Schwab, the 10th business day is September 15.


Q2 2023/June Monthly Activity Report

The Charles Schwab Corporation generally releases quarterly earnings on the 11th business day of January, April, July and October. Schwab released results for the quarter ending June 30, 2023.

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2022 Annual Report

Schwab sends its annual report and proxy statement to stockholders at the end of March each year.

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Schwab executives discuss recent financial performance and corporate goals with financial analysts and institutional investors.

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SEC Filings

Our recent SEC filings include Form 10-Q, Form 10-K, and Form 8-K. Historic filings are available from the SEC’s Edgar database.

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