The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $9.21 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for May 2024.

View release and table

View table only

View May 2024 SMART Supplement


Current Stock Activity

View stock information
  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Clients' daily average trades

(in thousands)Week of 05/27-05/31Week of 06/03-06/07

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 = $322.9 billion, down 17% year-over-year.
    • Outstanding mortgage and home equity loans = $26.7 billion, up 2% year-over-year.
    • Pledged Asset Line® balances = $13.8 billion, unchanged year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $84.5 billion, up 14% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $497.5 billion, up 45% year-over-year.



Schwab executives discuss recent financial performance and corporate goals with financial analysts and institutional investors.

See presentations

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.

See SEC Filings

Upcoming Corporate Events

Week of July 15, 2024

Q2 2024 Earnings/June Monthly Activity Report. (Normally reported on or around the 11th business day, pre-market) - For Schwab, the 11th business day is July 16.

Q1 2024 Earnings/March 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 March 31, 2024.

See financial reports

2023 Annual Report

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

See annual report