The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $9.93 trillion in client assets
Latest Financial Report
Schwab released its Q1 earnings and monthly activity report for March 2025.
View March 2025 SMART Supplement
Current Stock Activity
View stock information-
Last Price
$41.40
-
Change
+ 2.1
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Volume
1,398,922
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% Volume Change
+ .51
Latest News
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
Schwab Reports Record First Quarter Revenue
Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors
Schwab Announces Its Spring Business Update
Clients' daily average trades
| (in thousands) | Week of 04/07 - 04/11 | Week of 04/14 - 04/17 |
|---|---|---|
| Total | 10,741 | 6,907 |
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 First Quarter Balances (as of quarter-end)
- For banking subsidiaries:
- Balance sheet assets = $295.5 billion, down 8% year-over-year.
- Outstanding mortgage and home equity loans = $28.1 billion, up 6% year-over-year.
- Pledged Asset Line® balances = $18.6 billion, up 34% year-over-year.
- Client assets managed by one of the company's digital advisory solutions totaled $88.9 billion, up 5% year-over-year.
- Client assets in proprietary and third-party purchased money market funds totaled $621.7 billion, up 25% year-over-year.
Presentations
Schwab executives discuss recent financial performance and corporate goals with financial analysts and institutional investors.
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.
Upcoming Corporate Events
Week of May 12, 2025
April Monthly Activity Report. (Normally reported on or around the 10th business day, pre-market. For Schwab, the 10th business day is May 14.)
February 2025 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 February 28, 2025.
2024 Annual Report
Schwab sends its annual report and proxy statement to stockholders at the beginning of April each year.