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Schwab total client assets rise Y/Y in November on higher NNAs

Charles Schwab SCHW released its monthly activity report for November 2025. The company’s total client assets were $11.83 ...
Nasdaq

Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty

Among High Net Worth clients making gifts in 2025, 25% plan to give more compared to last year. WESTLAKE, Texas--(BUSINESS WIRE)-- Despite a backdrop of market volatility and economic uncertainty ...
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Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?

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 ...
Nasdaq

Schwab Model Market Center Debuts on Schwab Advisor Center

Industry’s leading model portfolio marketplace empowers RIAs to personalize and manage portfolios at scale WESTLAKE, Texas--(BUSINESS WIRE)-- Schwab Advisor ServicesTM (“Schwab”) announced today that ...