Notes: These weekly averages are updated after 1:00 pm Pacific time on the second business day of the following week. Numbers are preliminary and exclude syndicate trades.
(1) Includes all client trades that generate either commission revenue or revenue from principal markups (i.e., fixed income).
(2) Includes all eligible trades executed by clients who participate in one or more of the Company's asset-based pricing relationships.
(3) Includes all commission free trades, including Schwab Mutual Fund OneSource® funds and ETFs, and other proprietary products.
January 2015 Monthly Activity Report
The Charles Schwab Corporation generally releases its monthly activity report on the 10th business day of February, March, May, June, August, September, November and December. Otherwise, monthly activity is included in the quarterly earnings release.
FEBRUARY 12, 2015
Winter Business Update for institutional investors. Scheduled to run from 8:30am - 12:45pm PT/11:30am - 3:45pm ET. Register at schwabevents.com/corporation.
WEEK OF MARCH 9, 2015
February 2015 Activity Report. (Normally reported on or around the 10th business day, pre-market) - For Schwab, the 10th business day is March 13.
Investing involves risk, including possible loss of principal.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value