The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $7.61 trillion in client assets

Latest Financial Report

Schwab released its Q3 earnings/monthly activity report for September 2021.

View press release and tables

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View September 2021 SMART supplement


Current Stock Activity

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  • Last Price


  • Change

    + 2.1

  • Volume


  • % Volume Change

    + .51

Recent News

  • October 12, 2021

    The Charles Schwab Corporation Announces the Promotion of Rick Wurster to President

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  • October 7, 2021

    Schwab Announces Its Fall Business Update

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  • October 5, 2021

    Schwab IMPACT® 2021 Brings Compelling Speaker Pairings and Enhanced Virtual Networking Opportunities to RIAs

  • October 4, 2021

    BeFi Barometer 2021: Advisors Witness Dramatic Increase in Behavioral Biases Among Clients Amidst Pandemic Uncertainty

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Clients' daily average trades

(in thousands) Week of 10/04-10/08 Week of 10/11-10/15
Total 5,667 5,194

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 Third Quarter Balances (as of quarter-end)

  • For banking subsidiaries:

    • Balance sheet assets = $429.6 billion, up 23% year-over-year.

    • Outstanding mortgage and home equity loans = $20.0 billion, up 31% year-over-year.

    • Pledged Asset Line® balances = $11.4 billion, up 66% year-over-year.
  • Client assets managed by one of the company's digital advisory solutions totaled $71.7 billion, up 42% year-over-year.
  • Client assets in proprietary and third-party purchased money market funds totaled $130.0 billion, down 29% year-over-year.


Upcoming Corporate Events

Week of November 8, 2021

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


August 2021 Monthly Activity Report

The 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 August 31, 2021.

See financial reports


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.

See SEC Filings