The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $4.5 trillion in client assets

Latest Financial Report

Schwab released its monthly activity report for August 2020.

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Current Stock Activity

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  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Recent News

  • September 15, 2020

    Show Me the Finish Line: 401(k) Savers Say They Want Help Understanding How Much They’ll Need for Retirement

  • September 8, 2020

    BeFi Barometer 2020: Behavioral Finance Techniques Help Advisors Keep Clients Invested Through Market Volatility

    Woman reading the newspaper.
  • August 25, 2020

    New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

  • August 20, 2020

    Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Clients' daily average trades

(in thousands) Week of 09/08-09/11 Week of 09/14-09/18
Total 1,530 1,354

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.

Selected Second Quarter Balances (as of quarter-end)

  • For banking subsidiaries:

    • Balance sheet assets = $329.5 billion, up 44% year-over-year.

    • Outstanding mortgage and home equity loans = $15.0 billion, up 27% year-over-year.

    • Pledged Asset Line® balances = $5.7 billion, up 22% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $45.9 billion, up 12% year-over-year.
  • Client assets in purchased money market funds totaled $191.9 billion, up 24% year-over-year.


Upcoming Corporate Events

Week of October 12, 2020

Q3 Earnings/September Monthly Activity Report. (Normally reported on or around the 11th business day, pre-market) — For Schwab, the 11th business day is October 15.


Q2 2020 Earnings/June 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 June 30, 2020.

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2019 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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