--- title: "Schwab Reports Monthly Activity Highlights | SCHW Stock News" type: "News" locale: "en" url: "https://longbridge.com/en/news/295937589.md" description: "Charles Schwab reported July 2026 highlights, with core net new assets surging 24% YoY to a record $58.1 billion and total client assets reaching $13.04 trillion. New brokerage accounts increased 11% to 417,000, while daily average trades stood at 11.6 million. Client margin loan balances rose 51% year-end to $169.9 billion, and transactional sweep cash declined by $8.9 billion to $476.8 billion." datetime: "2026-08-14T04:45:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295937589.md) - [en](https://longbridge.com/en/news/295937589.md) - [zh-HK](https://longbridge.com/zh-HK/news/295937589.md) generator: "portal-rs" --- # Schwab Reports Monthly Activity Highlights | SCHW Stock News See more from StockTitan in Google Search and AI answers.Adds StockTitan as a preferred source · opens Google Add on Google WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of July 2026 include: - Core net new assets brought to the company increased 24% versus July 2025 to reach $58.1 billion – a July record. - Total client assets equaled $13.04 trillion as of month-end July, up 19% from July 2025 and relatively flat compared to June 2026. - New brokerage accounts opened during the month totaled 417,000, an increase of 11% versus July 2025. - Investor engagement remained strong in July, with daily average trades of 11.6 million and client margin loan balances up 51% from year-end to finish the month at $169.9 billion. - Transactional sweep cash declined by $8.9 billion to end July at $476.8 billion, reflecting client net purchasing activity as well as typical seasonality related to advisory fee payments. **About Charles Schwab** The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 39.9 million active brokerage accounts, 5.9 million workplace plan participant accounts, 2.4 million banking accounts, and $13.04 trillion in client assets as of July 31, 2026. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, https://www.sipc.org), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services™. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at https://www.aboutschwab.com. **The Charles Schwab Corporation Monthly Activity Report For July 2026** **2025** **2026** Change **Jul** **Aug** **Sep** **Oct** **Nov** **Dec** **Jan** **Feb** **Mar** **Apr** **May** **Jun** **Jul** Mo. Yr. **Number of Trading Days** 21.5 21.0 21.0 23.0 18.5 21.5 20.0 19.0 22.0 21.0 20.0 21.0 22.0 **Market Indices** (at month end) Dow Jones Industrial Average® 44,131 45,545 46,398 47,563 47,716 48,063 48,892 48,978 46,342 49,652 51,032 52,319 52,485 - 19 % Nasdaq Composite® 21,122 21,456 22,660 23,725 23,366 23,242 23,462 22,668 21,591 24,892 26,973 26,214 25,374 (3 %) 20 % Standard & Poor’s® 500 6,339 6,460 6,688 6,840 6,849 6,846 6,939 6,879 6,529 7,209 7,580 7,499 7,490 - 18 % **Client Assets** (in billions of dollars) Beginning Client Assets 10,757.3 10,963.5 11,228.1 11,593.9 11,828.0 11,834.3 11,903.0 12,148.5 12,220.3 11,767.9 12,605.3 13,135.3 13,084.9 Net New Assets (1) 45.7 43.3 45.4 41.6 38.7 77.9 27.6 32.5 79.8 6.7 49.9 62.1 60.1 (3 %) 32 % Net Market Gains (Losses) 160.5 221.3 320.4 192.5 (32.4 ) (9.2 ) 217.9 39.3 (532.2 ) 830.7 480.1 (112.5 ) (102.5 ) Total Client Assets (at month end) 10,963.5 11,228.1 11,593.9 11,828.0 11,834.3 11,903.0 12,148.5 12,220.3 11,767.9 12,605.3 13,135.3 13,084.9 13,042.5 - 19 % *Core Net New Assets (1,2)* *46.9* *44.4* *46.2* *44.4* *40.4* *79.1* *27.8* *32.5* *79.7* *7.2* *49.9* *62.7* *58.1* *(7* *%)* *24* *%* Receiving Ongoing Advisory Services (at month end) Investor Services 747.9 771.1 792.5 807.6 817.9 824.8 849.5 866.8 841.3 895.0 925.8 929.8 933.7 - 25 % Advisor Services 4,765.1 4,888.2 5,016.7 5,106.1 5,155.9 5,195.5 5,311.7 5,394.3 5,201.5 5,525.7 5,716.0 5,741.9 5,763.1 - 21 % **Client Accounts** (at month end, in thousands) Active Brokerage Accounts 37,658 37,798 37,963 38,145 38,266 38,506 38,730 38,925 39,099 39,300 39,536 39,802 39,940 - 6 % Banking Accounts 2,116 2,137 2,150 2,172 2,189 2,214 2,239 2,258 2,281 2,305 2,329 2,352 2,381 1 % 13 % Workplace Plan Participant Accounts (3) 5,619 5,606 5,619 5,696 5,730 5,740 5,793 5,829 5,844 5,864 5,886 5,888 5,915 - 5 % **Client Activity** New Brokerage Accounts (in thousands) 377 382 384 429 365 474 476 395 428 437 461 490 417 (15 %) 11 % Client Daily Average Trades (DATs) (in thousands) 7,252 7,182 7,832 8,617 8,459 7,746 9,512 9,922 10,232 10,328 11,813 13,615 11,648 (14 %) 61 % Derivative Trades as a Percentage of Total Trades 21.3 % 22.5 % 22.3 % 23.8 % 21.7 % 21.4 % 20.1 % 20.1 % 20.4 % 21.4 % 19.8 % 17.7 % 20.6 % 290 bp (70) bp Margin Balances at month end (in billions of dollars) (4) 88.3 92.4 97.2 105.6 110.1 112.3 116.3 120.6 126.7 136.0 154.6 165.1 169.9 3 % 92 % Schwab Trading Activity Index ™ (STAX) (5) 41.8 43.7 46.1 48.1 48.8 48.5 50.0 57.3 56.0 50.1 55.1 59.1 59.8 1 % 43 % **Selected Balances** (in billions of dollars) Average Interest-Earning Assets (6) 416.7 414.4 419.8 428.3 429.1 436.0 441.7 434.2 436.8 444.6 442.0 448.4 449.9 - 8 % Transactional Sweep Cash (4,7) (at month end) 407.5 406.7 425.6 428.8 427.5 453.7 433.3 436.1 461.5 467.6 472.4 485.7 476.8 (2 %) 17 % Total Money Market Funds (at month end) 658.6 665.2 667.0 675.5 685.9 694.5 693.4 696.2 702.2 688.1 694.6 691.9 695.3 - 6 % Client Cash as a Percentage of Client Assets (8) 9.7 % 9.5 % 9.4 % 9.3 % 9.4 % 9.7 % 9.3 % 9.3 % 9.9 % 9.2 % 8.9 % 9.0 % 9.0 % - (70) bp **Net Buy (Sell) Activity (in billions of dollars) (9)** Mutual Funds (3.4 ) (2.2 ) (4.8 ) (6.3 ) (7.3 ) (3.6 ) (0.9 ) (2.4 ) (8.5 ) (5.7 ) (7.4 ) (10.4 ) (6.0 ) Exchange-Traded Funds (ETFs) 25.8 23.0 25.6 28.1 24.9 39.8 34.8 37.4 25.3 27.4 34.2 32.0 36.3 (1) Unless otherwise noted, differences between net new assets and core net new assets are net flows from off-platform Schwab Bank Retail CDs. (2) Net new assets before significant one-time inflows or outflows, such as acquisitions/divestitures or extraordinary flows (generally greater than $25 billion) relating to a specific client, and activity from off-platform Schwab Bank Retail CDs. These flows may span multiple reporting periods. (3) Includes accounts in Retirement Plan Services, Stock Plan Services, Designated Brokerage Services, and Retirement Business Services. Participants may be enrolled in services in more than one Workplace business. (4) Balances include margin loans and short credits related to certain long/short strategies from which the Company earns a fixed net yield. For the month of July 2026, margin loans totaled $46.2 billion and short credits totaled $48.0 billion. (5) For additional information regarding STAX, please visit: https://www.schwab.com/investment-research/stax/view-schwab-trading-activity-index. (6) Represents average total interest-earning assets on the Company's balance sheet. Beginning in December 2025, average balances of client margin loans and short credits related to certain client long/short strategies from which the Company earns a fixed net yield are excluded from average interest-earning assets. Prior period amounts have been adjusted accordingly. (7) Transactional sweep cash includes bank sweep deposits, and broker-dealer cash balances, other client cash held on the balance sheet (such as bank checking and savings deposits, short credits related to certain client long/short strategies, and broker-dealer non-interest-bearing credits), and bank deposit account balances; excludes proprietary and third-party CDs. (8) Schwab One®, certain cash equivalents, bank deposits, third-party bank deposit accounts, and money market fund balances as a percentage of total client assets; client cash excludes brokered CDs issued by Charles Schwab Bank. (9) Represents the principal value of client mutual fund and ETF transactions handled by Schwab, including transactions in proprietary funds. Includes institutional funds available only to investment managers. Excludes money market fund transactions. View source version on businesswire.com: https://www.businesswire.com/news/home/20260814069211/en/ **MEDIA:** Mayura Hooper Charles Schwab Phone: 415-667-1525 **INVESTORS/ANALYSTS:** Kartik Sharma Charles Schwab Phone: 817-662-7648 Source: The Charles Schwab Corporation ### Related Stocks - [SCHW.US](https://longbridge.com/en/quote/SCHW.US.md) - [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md) - [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [SCHW-D.US](https://longbridge.com/en/quote/SCHW-D.US.md) - [SCHW-J.US](https://longbridge.com/en/quote/SCHW-J.US.md) ## Related News & Research - [Major Insider Move at Charles Schwab Shakes Up Investor Watchlists](https://longbridge.com/en/news/297257418.md) - [Vanguard's Altruist purchase could break open RIA custody market](https://longbridge.com/en/news/297095383.md) - [Northern Trust Asset Management Appoints Amy Johnston as Head of Global Institutional Client Group | NTRS Stock News](https://longbridge.com/en/news/297676956.md) - [Partners Capital Investment Group LLP Acquires Shares of 32,995 The Charles Schwab Corporation $SCHW](https://longbridge.com/en/news/296892461.md) - [How Schwab’s Dividend Boost and Earnings Upswing Will Impact Charles Schwab (SCHW) Investors](https://longbridge.com/en/news/293823146.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**