The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $10.31 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for November 2024.

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View November 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 12/02-12/06Week of 12/09-12/13
Total6,5416,563

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 Third Quarter Balances (as of quarter-end)

  • For banking subsidiaries:
    • Balance sheet assets = $308.1 billion, down 10% year-over-year.
    • Outstanding mortgage and home equity loans = $27.2 billion, up 3% year-over-year.
    • Pledged Asset Line® balances = $15.7 billion, up 16% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $91.0 billion, up 23% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $541.7 billion, up 29% 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 January 20, 2025
Q4 2024 Earnings/December Monthly Activity Report. (Normally reported on or around the 13th business day, pre-market) - For Schwab, the 13th business day is January 21.

January 21, 2025
Winter Business Update. This Update is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. Go to schwabevents.com to register.
 

Q3 2024 Earnings/September 2024 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 September 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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