The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $7.38 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for February 2023.

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View February 2023 SMART Supplement


Current Stock Activity

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  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Recent News

  • March 17, 2023

    Charles Schwab Announces Strong Core Net New Assets for Period Ending 3/16/23

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  • March 13, 2023

    Schwab Reports Monthly Activity Highlights

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  • March 9, 2023

    Schwab Report: Self-Directed 401(k) Investor Balances Increase in Fourth Quarter, Trading Decreases and Asset Allocations Remain Steady

  • February 14, 2023

    Schwab Reports Monthly Activity Highlights

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Clients' daily average trades

(in thousands)

Week of 03/06-03/10

Week of 03/13-03/17

Total 5,702 6,531

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 = $393.3 billion, down 17% year-over-year.

    • Outstanding mortgage and home equity loans = $25.8 billion, up 19% year-over-year.

    • Pledged Asset Line® balances = $14.6 billion, up 15% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $70.5 billion, down 7% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $261.2 billion, up 105% year-over-year.


Upcoming Corporate Events

Week of April 17, 2023

Q1 2023 Earnings/March Monthly Activity Report. (Normally reported on or around the 11th business day, pre-market) - For Schwab, the 11th business day is April 17.


Q4 2022 Earnings/December 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 December 31, 2022.

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2021 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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