The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $11.83 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for November 2025.

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View November 2025 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 11/24 - 11/28Week of 12/01 - 12/05
Total7,8277,677

For a 13-week history of 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 = $277.9 billion, down 10% year-over-year.
    • Outstanding mortgage and home equity loans = $29.8 billion, up 9% year-over-year.
    • Pledged Asset Line® balances = $23.4 billion, up 49% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $98.9 billion, up 9% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $646.3 billion, up 19% 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 19, 2026
Q4 2025 Earnings/December Monthly Activity Report. (Normally reported on or around the 13th business day, pre-market. For Schwab, the anticipated date is January 21.)   

 

Q3 2025 Earnings/September 2025 Monthly Activity Report

The Charles Schwab Corporation generally releases quarterly earnings on the 13th business day of January, April, July and October. Schwab released results for the quarter ending September 30, 2025.

 

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2024 Annual Report

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

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