The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $10.10 trillion in client assets

Latest Financial Report

Schwab released its Q4 2024 earnings and monthly activity report for December 2024.

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View December 2024 SMART Supplement

 

Current Stock Activity

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  • Last Price

    $41.40

  • Change

    + 2.1

  • Volume

    1,398,922

  • % Volume Change

    + .51

Clients' daily average trades

(in thousands)Week of 1/06-01/10Week of 1/13-01/17
Total7,7666,935

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.

Selected Fourth Quarter Balances (as of quarter-end)

  • For banking subsidiaries:
    • Balance sheet assets = $312.0 billion, down 9% year-over-year.
    • Outstanding mortgage and home equity loans = $27.8 billion, up 4% year-over-year.
    • Pledged Asset Line® balances = $17.0 billion, up 26% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $88.5 billion, up 9% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $576.7 billion, up 26% year-over-year.
     

Presentations

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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Upcoming Corporate Events

Week of February 10, 2025
January Monthly Activity Report. (Normally reported on or around the 10th business day, pre-market) - For Schwab, the 10th business day is February 14.


 

November 2024 Monthly Activity Report

The Charles Schwab Corporation generally releases monthly activity reports on the 10th business day of February, March, May, June, August, September, November and December. Schwab released results for the month ending November 30, 2024.

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2023 Annual Report

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

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