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Wealth Firm Earnings · SCHW

Charles Schwab earnings

Client assets, net new assets, revenue and accounts, quarter by quarter, as Schwab reports them, with the source for every number.

In Q2 2026, Schwab reported $13.08T in client assets, up 22% from a year earlier and $119B in net new assets. Revenue was $7.1B, up 21% year over year.

Next reportNot announced yet

Latest releaseJuly 21, 2026

NewsSchwab coverage

Quarter by quarter

Client assets

Total client assets

  1. $10.76TQ2 2025
  2. $11.59TQ3 2025
  3. $11.9TQ4 2025
  4. $11.77TQ1 2026
  5. $13.08T$13.08TQ2 2026
Show as table
PeriodClient assets
Q2 2026$13.08T
Q1 2026$11.77T
Q4 2025$11.9T
Q3 2025$11.59T
Q2 2025$10.76T

Net new assets

Total net new assets

  1. $73.6BQ2 2025
  2. $134BQ3 2025
  3. $158BQ4 2025
  4. $140BQ1 2026
  5. $119B$119BQ2 2026
Show as table
PeriodNet new assets
Q2 2026$119B
Q1 2026$140B
Q4 2025$158B
Q3 2025$134B
Q2 2025$73.6B

Revenue

Net revenues

  1. $5.9BQ2 2025
  2. $6.1BQ3 2025
  3. $6.3BQ4 2025
  4. $6.5BQ1 2026
  5. $7.1B$7.1BQ2 2026
Show as table
PeriodRevenue
Q2 2026$7.1B
Q1 2026$6.5B
Q4 2025$6.3B
Q3 2025$6.1B
Q2 2025$5.9B

Accounts

Active brokerage accounts

  1. 37,476,000Q2 2025
  2. 37,963,000Q3 2025
  3. 38,506,000Q4 2025
  4. 39,099,000Q1 2026
  5. 39.8M39,802,000Q2 2026
Show as table
PeriodAccounts
Q2 202639,802,000
Q1 202639,099,000
Q4 202538,506,000
Q3 202537,963,000
Q2 202537,476,000

Month by month

Client assets

Total Client Assets (at month end)

  1. $11.83TOctober 2025
  2. $11.83TNovember 2025
  3. $11.9TDecember 2025
  4. $12.15TJanuary 2026
  5. $12.22TFebruary 2026
  6. $11.77TMarch 2026
  7. $12.61TApril 2026
  8. $13.14TMay 2026
  9. $13.08T$13.08TJune 2026
Show as table
PeriodClient assets
June 2026$13.08T
May 2026$13.14T
April 2026$12.61T
March 2026$11.77T
February 2026$12.22T
January 2026$12.15T
December 2025$11.9T
November 2025$11.83T
October 2025$11.83T

Net new assets

Net New Assets

  1. $41.6BOctober 2025
  2. $38.7BNovember 2025
  3. $77.9BDecember 2025
  4. $27.6BJanuary 2026
  5. $32.5BFebruary 2026
  6. $79.8BMarch 2026
  7. $6.7BApril 2026
  8. $49.9BMay 2026
  9. $62.1B$62.1BJune 2026
Show as table
PeriodNet new assets
June 2026$62.1B
May 2026$49.9B
April 2026$6.7B
March 2026$79.8B
February 2026$32.5B
January 2026$27.6B
December 2025$77.9B
November 2025$38.7B
October 2025$41.6B

Accounts

Active Brokerage Accounts

  1. 38,145,000October 2025
  2. 38,266,000November 2025
  3. 38,506,000December 2025
  4. 38,730,000January 2026
  5. 38,925,000February 2026
  6. 39,099,000March 2026
  7. 39,300,000April 2026
  8. 39,536,000May 2026
  9. 39.8M39,802,000June 2026
Show as table
PeriodAccounts
June 202639,802,000
May 202639,536,000
April 202639,300,000
March 202639,099,000
February 202638,925,000
January 202638,730,000
December 202538,506,000
November 202538,266,000
October 202538,145,000

Reading these numbers

  • Net new assets are Schwab’s total reported net new assets. Its headline “core” figure leaves out some one-time and off-platform flows, so it differs slightly.
  • Monthly figures come from the activity table in Schwab’s quarterly release.

Every figure and its source

Download CSV
PeriodFigureValueSource
June 2026Total Client Assets (at month end)$13.08TSEC filingJuly 21, 2026
Q2 2026Total client assets$13.08TSEC filingJuly 21, 2026
June 2026Net New Assets+$62.1BSEC filingJuly 21, 2026
Q2 2026Total net new assets+$119BSEC filingJuly 21, 2026
Q2 2026Net revenues$7.1BSEC filingJuly 21, 2026
June 2026Active Brokerage Accounts39,802,000SEC filingJuly 21, 2026
Q2 2026Active brokerage accounts39,802,000SEC filingJuly 21, 2026
May 2026Total Client Assets (at month end)$13.14TSEC filingJuly 21, 2026
May 2026Net New Assets+$49.9BSEC filingJuly 21, 2026
May 2026Active Brokerage Accounts39,536,000SEC filingJuly 21, 2026
April 2026Total Client Assets (at month end)$12.61TSEC filingJuly 21, 2026
April 2026Net New Assets+$6.7BSEC filingJuly 21, 2026
April 2026Active Brokerage Accounts39,300,000SEC filingJuly 21, 2026
March 2026Total Client Assets (at month end)$11.77TSEC filingJuly 21, 2026
Q1 2026Total client assets$11.77TSEC filingApril 16, 2026
March 2026Net New Assets+$79.8BSEC filingJuly 21, 2026
Q1 2026Total net new assets+$140BSEC filingApril 16, 2026
Q1 2026Net revenues$6.5BSEC filingApril 16, 2026
March 2026Active Brokerage Accounts39,099,000SEC filingJuly 21, 2026
Q1 2026Active brokerage accounts39,099,000SEC filingApril 16, 2026
February 2026Total Client Assets (at month end)$12.22TSEC filingJuly 21, 2026
February 2026Net New Assets+$32.5BSEC filingJuly 21, 2026
February 2026Active Brokerage Accounts38,925,000SEC filingJuly 21, 2026
January 2026Total Client Assets (at month end)$12.15TSEC filingJuly 21, 2026
January 2026Net New Assets+$27.6BSEC filingJuly 21, 2026
January 2026Active Brokerage Accounts38,730,000SEC filingJuly 21, 2026
December 2025Total Client Assets (at month end)$11.9TSEC filingJuly 21, 2026
Q4 2025Total client assets$11.9TSEC filingJanuary 21, 2026
December 2025Net New Assets+$77.9BSEC filingJuly 21, 2026
Q4 2025Total net new assets+$158BSEC filingJanuary 21, 2026
Q4 2025Net revenues$6.3BSEC filingJanuary 21, 2026
December 2025Active Brokerage Accounts38,506,000SEC filingJuly 21, 2026
Q4 2025Active brokerage accounts38,506,000SEC filingJanuary 21, 2026
November 2025Total Client Assets (at month end)$11.83TSEC filingJuly 21, 2026
November 2025Net New Assets+$38.7BSEC filingJuly 21, 2026
November 2025Active Brokerage Accounts38,266,000SEC filingJuly 21, 2026
October 2025Total Client Assets (at month end)$11.83TSEC filingJuly 21, 2026
October 2025Net New Assets+$41.6BSEC filingJuly 21, 2026
October 2025Active Brokerage Accounts38,145,000SEC filingJuly 21, 2026
Q3 2025Total client assets$11.59TSEC filingOctober 16, 2025
Q3 2025Total net new assets+$134BSEC filingOctober 16, 2025
Q3 2025Net revenues$6.1BSEC filingOctober 16, 2025
Q3 2025Active brokerage accounts37,963,000SEC filingOctober 16, 2025
Q2 2025Total client assets$10.76TSEC filingJuly 18, 2025
Q2 2025Total net new assets+$73.6BSEC filingJuly 18, 2025
Q2 2025Net revenues$5.9BSEC filingJuly 18, 2025
Q2 2025Active brokerage accounts37,476,000SEC filingJuly 18, 2025

Questions

How much in client assets does Schwab have?

Charles Schwab reported $13.08T in client assets (“Total client assets”) at the end of Q2 2026, according to its release on July 21, 2026.

What were Schwab’s net new assets in Q2 2026?

+$119B, reported as “Total net new assets” in its release on July 21, 2026.

When does Schwab report earnings next?

Charles Schwab hasn’t announced its next earnings date yet. It is added here once the company announces it.

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