
Schwab's July client assets rise 19% y/y to $13.04T, while higher net new assets and trading activity point to revenue growth.
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
| Revenue (TTM) | $26.03B |
| Gross Profit (TTM) | $25.37B |
| EBITDA | — |
| Operating Margin | 52.30% |
| Return on Equity | 20.30% |
| Return on Assets | 2.07% |
| Revenue/Share (TTM) | $14.75 |
| Book Value | $25.42 |
| Price-to-Book | 4.37 |
| Price-to-Sales (TTM) | 7.35 |
| EV/Revenue | 9.06 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | 42.60% |
| Quarterly Revenue Growth (YoY) | 20.90% |
| Shares Outstanding | $1.73B |
| Float | $1.63B |
| % Insiders | 6.21% |
| % Institutions | 85.41% |
Volatility is currently contracting

Schwab's July client assets rise 19% y/y to $13.04T, while higher net new assets and trading activity point to revenue growth.

SCHW's cash-settled Single Stock Futures offer leveraged stock exposure, but adoption, liquidity and outsized-loss risks could test the product.

This week's July CPI report looms over markets, with so much uncertainty already bubbling up under portfolios. Investors have options, however, for an outlook that sees inflation continue to resist efforts to tame it.

Charles Schwab SCHW, one of the leading brokerage firms in the United States, has seen its stock rise almost 6% in a month. The company's shares even hit an all-time high of $109.05 during yesterday's trading session.

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SEC-registered broker-dealer running the Aurora Alternative Trading System for securities finance now backed by two of the largest institutions at the center of U.S. markets, Charles Schwab and DTCC. Key points Provable Markets is modernizing securities finance infrastructure through end to end pre-trade, execution, and post-trade solutions for securities finance.

CNBC linked JPMorgan Chase, Charles Schwab, UBS and Stephens Inc. to at least four of President Donald Trump's eight investment accounts by analyzing firm-specific funds, deposit programs and credit arrangements outlined in his 2025 annual financial disclosure. Across the eight accounts, Trump disclosed at least $858 million in assets and more than 21,000 trades in 2025.

Charles Schwab delivered strong fiscal 2026 second quarter earnings, with revenue up 20.9% and adjusted EPS up 42% year-over-year. Core net new assets ramped up 49% to $119.8 billion, with total client assets reaching $13.1 trillion and record trading volumes. SCHW raised 2026 revenue growth guidance to 17.5% to 18.5% as the company looks set to launch a prediction market product.

PLGO, APLE and SCHW made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 23, 2026.

Charles Schwab stock has underperformed the big banks, but robust trading activity and asset inflows signal strong business momentum. The firm posted record Q2 revenues of $7.1B (+21% YoY) and expanding margins, with expense growth well-contained and solid operating leverage. Guidance for 2026 shows revenue growth of 17.5–18.5% and pre-tax margins in the low 50% range, supporting a positive outlook despite modest growth deceleration.
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