Charles Schwab CorpSCHW
▲ PositiveCapitalrelevance
Core net new assets rose 24% YoY to a July record, total client assets up 19%, and new brokerage accounts increased 11%.
Impact on stocks 1
Digital Finance & Tokenization
Charles Schwab CorpCharles Schwab released its Monthly Activity Report for July 2026, showing core net new assets rose 24% year-over-year to a July record of $58.1 billion. Total client assets reached $13.04 trillion at month-end, up 19% from July 2025 and relatively flat compared to June 2026. New brokerage accounts totaled 417,000, an 11% increase from a year earlier, while daily average trades were 11.6 million and client margin loan balances ended the month at $169.9 billion, up 51% from year-end. Transactional sweep cash declined by $8.9 billion to $476.8 billion, reflecting client net purchasing activity and typical seasonality related to advisory fee payments.
Charles Schwab CorpCore net new assets rose 24% YoY to a July record, total client assets up 19%, and new brokerage accounts increased 11%.