Workflow
Client asset growth
icon
Search documents
Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?
ZACKSยท 2025-08-18 15:35
Key Takeaways Schwab's client assets rose 15% y/y to $10.96T in July 2025.Core net new assets climbed 62% to $46.9B from the prior-year month.Schwab opened 377K new accounts in July, up 15% from last year.For July 2025, Charles Schwab (SCHW) recorded an increase in client assets. Total client assets at month end were $10.96 trillion, up 15% from July 2024 and 2% from June 2025. Client assets receiving ongoing advisory services were $5.51 trillion, growing 2% from the year-ago period and 14% from the previou ...