The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $6.69 trillion in client assets

Latest Financial Report

Schwab released its Q4 2020 earnings/December monthly activity report.

PRESS RELEASE AND TABLES

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Current Stock Activity

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  • Last Price

    $41.40

  • Change

    + 2.1

  • Volume

    1,398,922

  • % Volume Change

    + .51

Recent News

  • January 15, 2021

    Schwab Introduces Two Custom-Built Variable Annuities That Are Among the Lowest Cost on the Market

  • January 12, 2021

    Schwab Expands Fixed Income Offering With Launch of 20 Wasmer Schroeder Strategies

  • December 14, 2020

    Schwab Asset Management Solutions Recognized by Pensions & Investments as a Best Place to Work in Money Management

  • December 14, 2020

    Schwab Reports Monthly Activity Highlights

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Clients' daily average trades

(in thousands) Week of 01/04-01/08 Week of 01/11-01/15
Total 8,129 8,191

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 Fourth Quarter Balances (as of quarter-end)

  • For banking subsidiaries:

    • Balance sheet assets = $386.0 billion, up 63% year-over-year.

    • Outstanding mortgage and home equity loans = $15.7 billion, up 23% year-over-year.

    • Pledged Asset Line® balances = $7.9 billion, up 52% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $57.9 billion, up 18% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $163.0 billion, down 18% year-over-year.

 

Upcoming Corporate Events

February 2, 2021

2021 Winter Business Update. Members of Schwab's executive management team will discuss recent business developments and the Company's current focus. Please register at schwabevents.com

Week of February 8, 2021

January Monthly Activity Report. (Normally reported on or around the 10th business day, pre-market) — For Schwab, the 10th business day is February 12.

 

November Monthly Activity Report

TThe Charles Schwab Corporation generally releases monthly activity on the 10th business day of February, March, May, June, August, September, November and December. Schwab released results for the month ending November 30, 2020

See financial reports

 

2019 Annual Report

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

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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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0511-3115