The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $7.3 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for April 2021.

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Current Stock Activity

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  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Recent News

  • May 13, 2021

    Schwab Declares Preferred Stock Dividend

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  • May 12, 2021

    Ready to Reset the ’20s: Economic Optimism, Celebratory Splurges and Healthy Money Habits on the Horizon as Americans Emerge From the Pandemic

  • May 11, 2021

    Schwab Brings Back A One-Of-A-Kind Champion’s Prize And New, Original Country Song To The 2021 Charles Schwab Challenge

  • May 3, 2021

    Schwab’s Volunteer Week Goes Virtual, Expands to Month of Service

Clients' daily average trades

(in thousands) Week of 04/26-04/30 Week of 05/03-05/07
Total 5,860 6,274

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. Please note that reported trading figures exclude syndicate trades. As of October 6, 2020, trade count includes TD Ameritrade activity.

Selected First Quarter Balances (as of quarter-end)

  • For banking subsidiaries:

    • Balance sheet assets = $396.5 billion, up 31% year-over-year.

    • Outstanding mortgage and home equity loans = $16.5 billion, up 19% year-over-year.

    • Pledged Asset Line® balances = $8.8 billion, up 61% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $63.6 billion, up 51% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $148.8 billion, down 23% year-over-year.


Upcoming Corporate Events

Week of June 14, 2021

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


Q1 2021 Earnings/March 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, 2021.

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2020 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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