The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $8.56 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for January 2024.

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View January 2024 SMART Supplement


Current Stock Activity

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  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Recent News

  • February 14, 2024

    Schwab Reports Monthly Activity Highlights

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  • February 5, 2024

    Schwab Trading Activity Index™: Score Rises Modestly Amid New-Year Rally

  • January 25, 2024

    Schwab Launches thinkorswim® ‘Guest Pass’, Offering a 30-Day Test-Drive of Its Award-Winning Trading Platforms

  • January 24, 2024

    Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends

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Clients' daily average trades

(in thousands)Week of 01/29-02/02Week of 02/05-02/09

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 = $342.5 billion, down 13% year-over-year.
    • Outstanding mortgage and home equity loans = $26.6 billion, up 3% year-over-year.
    • Pledged Asset Line® balances = $13.5 billion, down 7% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $80.9 billion, up 15% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $459.0 billion, up 76% year-over-year.


Upcoming Corporate Events

Week of March 11, 2024

February Monthly Activity Report. (Normally reported on or around the 10th business day, pre-market) - For Schwab, the 10th business day is March 14.

Q4 2023 Earnings/December 2023 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, 2023.

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2022 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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