Schwab Reports Monthly Activity Highlights
Charles Schwab (SCHW) has released its February 2025 Monthly Activity Report, showcasing strong client engagement and asset growth. The company reported $48.0 billion in core net new assets, marking a significant 44% increase year-over-year.
Total client assets reached $10.28 trillion at month-end, representing a 16% increase from February 2024, though slightly down 1% from January 2025. The company maintained robust client acquisition, with 362,000 new brokerage accounts opened, marking the 15th consecutive month exceeding 300,000 new accounts.
Trading activity remained strong with daily average trades of 7.45 million, up 1% month-over-month, primarily driven by equity securities trading. Additionally, transactional sweep cash increased by $4.7 billion, reaching $404.3 billion by the end of February.
Charles Schwab (SCHW) ha pubblicato il suo Rapporto Mensile di Attività di Febbraio 2025, evidenziando un forte coinvolgimento dei clienti e una crescita degli attivi. L'azienda ha riportato 48,0 miliardi di dollari in nuovi attivi netti core, segnando un significativo aumento del 44% rispetto all'anno precedente.
Gli attivi totali dei clienti hanno raggiunto 10,28 trilioni di dollari alla fine del mese, rappresentando un aumento del 16% rispetto a febbraio 2024, sebbene in calo dell'1% rispetto a gennaio 2025. L'azienda ha mantenuto un robusto tasso di acquisizione clienti, con 362.000 nuovi conti di intermediazione aperti, segnando il 15° mese consecutivo con oltre 300.000 nuovi conti.
L'attività di trading è rimasta forte con trading medio giornaliero di 7,45 milioni, in aumento dell'1% mese su mese, principalmente trainato dal trading di titoli azionari. Inoltre, il cash sweep transazionale è aumentato di 4,7 miliardi di dollari, raggiungendo 404,3 miliardi di dollari entro la fine di febbraio.
Charles Schwab (SCHW) ha publicado su Informe Mensual de Actividad de Febrero de 2025, mostrando un fuerte compromiso de los clientes y crecimiento de activos. La compañía reportó 48,0 mil millones de dólares en nuevos activos netos básicos, marcando un aumento significativo del 44% en comparación con el año anterior.
Los activos totales de los clientes alcanzaron 10,28 billones de dólares a fin de mes, representando un aumento del 16% desde febrero de 2024, aunque ligeramente por debajo del 1% desde enero de 2025. La empresa mantuvo una sólida adquisición de clientes, con 362.000 nuevas cuentas de corretaje abiertas, marcando el 15º mes consecutivo superando las 300.000 nuevas cuentas.
La actividad de trading se mantuvo fuerte con un promedio diario de 7,45 millones de operaciones, un aumento del 1% mes a mes, impulsado principalmente por el trading de valores de renta variable. Además, el efectivo de barrido transaccional aumentó en 4,7 mil millones de dólares, alcanzando 404,3 mil millones de dólares a finales de febrero.
찰스 슈왑 (SCHW)은 2025년 2월 월간 활동 보고서를 발표하며 강력한 고객 참여와 자산 성장을 보여주었습니다. 회사는 480억 달러의 순 신규 자산을 보고하며 전년 대비 44%의 유의미한 증가를 기록했습니다.
총 고객 자산은 월말 기준 10.28조 달러에 도달하여 2024년 2월 대비 16% 증가했지만 2025년 1월 대비 1% 감소했습니다. 회사는 36만 2천 개의 신규 중개 계좌를 개설하며 300,000개 이상의 신규 계좌를 초과한 15개월 연속 기록을 유지했습니다.
거래 활동은 일일 평균 거래량 745만 건으로 강세를 유지하며, 이는 주식 거래에 의해 주로 주도되었습니다. 또한, 거래 스윕 현금이 47억 달러 증가하여 2월 말까지 4043억 달러에 도달했습니다.
Charles Schwab (SCHW) a publié son Rapport Mensuel d'Activité de Février 2025, mettant en avant un fort engagement des clients et une croissance des actifs. L'entreprise a rapporté 48,0 milliards de dollars d'actifs nets nouveaux de base, marquant une augmentation significative de 44% par rapport à l'année précédente.
Les actifs totaux des clients ont atteint 10,28 trillions de dollars à la fin du mois, représentant une augmentation de 16% par rapport à février 2024, bien qu'en légère baisse de 1% par rapport à janvier 2025. L'entreprise a maintenu une solide acquisition de clients, avec 362.000 nouveaux comptes de courtage ouverts, marquant le 15ème mois consécutif avec plus de 300.000 nouveaux comptes.
L'activité de trading est restée forte avec un volume de transactions moyen quotidien de 7,45 millions, en hausse de 1% par rapport au mois précédent, principalement entraînée par le trading de titres de capitaux. De plus, le cash sweep transactionnel a augmenté de 4,7 milliards de dollars, atteignant 404,3 milliards de dollars à la fin de février.
Charles Schwab (SCHW) hat seinen Monatsbericht für Februar 2025 veröffentlicht, der ein starkes Kundenengagement und ein Wachstum der Vermögenswerte zeigt. Das Unternehmen berichtete von 48,0 Milliarden Dollar an neuen Netto-Kernvermögen, was einen signifikanten Anstieg von 44% im Vergleich zum Vorjahr bedeutet.
Die gesamten Kundenvermögen erreichten zum Monatsende 10,28 Billionen Dollar, was einem Anstieg von 16% im Vergleich zu Februar 2024 entspricht, jedoch leicht um 1% im Vergleich zu Januar 2025 zurückging. Das Unternehmen hielt eine robuste Kundenakquise aufrecht, mit 362.000 neuen Brokerage-Konten, was den 15. Monat in Folge markiert, in dem mehr als 300.000 neue Konten eröffnet wurden.
Die Handelsaktivität blieb stark mit durchschnittlich 7,45 Millionen Trades pro Tag, was einem Anstieg von 1% im Monatsvergleich entspricht und hauptsächlich durch den Handel mit Aktienwerten angetrieben wurde. Darüber hinaus stieg der transaktionale Sweep-Cash um 4,7 Milliarden Dollar und erreichte bis Ende Februar 404,3 Milliarden Dollar.
- Core net new assets grew 44% YoY to $48.0 billion
- Total client assets up 16% YoY to $10.28 trillion
- Strong client acquisition with 362,000 new brokerage accounts
- Daily average trades increased 1% MoM to 7.45 million
- Transactional sweep cash grew by $4.7 billion to $404.3 billion
- Total client assets declined 1% compared to January 2025
-
Core net new assets brought to the company by new and existing clients totaled
$48.0 billion 44% . -
Total client assets equaled
$10.28 trillion 16% from February 2024 and down1% compared to January 2025. - New brokerage accounts opened during the month totaled 362,000, representing the 15th consecutive month of at least 300,000 new account opens.
-
February daily average trades rose
1% month-over-month to 7.45 million, driven by a continued interest in equity securities. -
Transactional sweep cash increased by
$4.7 billion $404.3 billion
About Charles Schwab
The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 36.9 million active brokerage accounts, 5.5 million workplace plan participant accounts, 2.0 million banking accounts, and
| The Charles Schwab Corporation Monthly Activity Report For February 2025 | |||||||||||||||||||||||||||||||||||||||||||||
2024 |
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2025 |
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Change |
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Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
Jan |
Feb |
Mo. |
Yr. |
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| Market Indices (at month end) | |||||||||||||||||||||||||||||||||||||||||||||
| Dow Jones Industrial Average® | 38,996 |
|
39,807 |
|
37,816 |
|
38,686 |
|
39,119 |
|
40,843 |
|
41,563 |
|
42,330 |
|
41,763 |
|
44,911 |
|
42,544 |
|
44,545 |
|
43,841 |
|
(2 |
%) |
12 |
% |
|||||||||||||||
| Nasdaq Composite® | 16,092 |
|
16,379 |
|
15,658 |
|
16,735 |
|
17,733 |
|
17,599 |
|
17,714 |
|
18,189 |
|
18,095 |
|
19,218 |
|
19,311 |
|
19,627 |
|
18,847 |
|
(4 |
%) |
17 |
% |
|||||||||||||||
| Standard & Poor’s® 500 | 5,096 |
|
5,254 |
|
5,036 |
|
5,278 |
|
5,460 |
|
5,522 |
|
5,648 |
|
5,762 |
|
5,705 |
|
6,032 |
|
5,882 |
|
6,041 |
|
5,955 |
|
(1 |
%) |
17 |
% |
|||||||||||||||
| Client Assets (in billions of dollars) | |||||||||||||||||||||||||||||||||||||||||||||
| Beginning Client Assets | 8,558.1 |
|
8,879.5 |
|
9,118.4 |
|
8,847.5 |
|
9,206.3 |
|
9,407.5 |
|
9,572.1 |
|
9,737.7 |
|
9,920.5 |
|
9,852.0 |
|
10,305.4 |
|
10,101.3 |
|
10,333.1 |
|
|||||||||||||||||||
| Net New Assets (1) | 31.7 |
|
41.7 |
|
10.0 |
|
31.0 |
|
33.2 |
|
29.0 |
|
31.5 |
|
30.3 |
|
22.7 |
|
25.5 |
|
60.2 |
|
30.5 |
|
46.6 |
|
53 |
% |
47 |
% |
|||||||||||||||
| Net Market Gains (Losses) | 289.7 |
|
197.2 |
|
(280.9 |
) |
327.8 |
|
168.0 |
|
135.6 |
|
134.1 |
|
152.5 |
|
(91.2 |
) |
427.9 |
|
(264.3 |
) |
201.3 |
|
(99.5 |
) |
|||||||||||||||||||
| Total Client Assets (at month end) | 8,879.5 |
|
9,118.4 |
|
8,847.5 |
|
9,206.3 |
|
9,407.5 |
|
9,572.1 |
|
9,737.7 |
|
9,920.5 |
|
9,852.0 |
|
10,305.4 |
|
10,101.3 |
|
10,333.1 |
|
10,280.2 |
|
(1 |
%) |
16 |
% |
|||||||||||||||
| Core Net New Assets (1,2) | 33.4 |
|
45.0 |
|
1.0 |
|
31.1 |
|
29.1 |
|
29.0 |
|
32.8 |
|
33.5 |
|
24.6 |
|
28.8 |
|
61.4 |
|
30.6 |
|
48.0 |
|
57 |
% |
44 |
% |
|||||||||||||||
| Receiving Ongoing Advisory Services (at month end) | |||||||||||||||||||||||||||||||||||||||||||||
| Investor Services | 601.8 |
|
618.5 |
|
602.2 |
|
624.0 |
|
632.9 |
|
649.1 |
|
663.7 |
|
675.1 |
|
665.6 |
|
688.9 |
|
682.0 |
|
698.7 |
|
703.5 |
|
1 |
% |
17 |
% |
|||||||||||||||
| Advisor Services | 3,902.5 |
|
4,009.5 |
|
3,893.9 |
|
4,027.3 |
|
4,090.0 |
|
4,185.4 |
|
4,268.1 |
|
4,343.8 |
|
4,303.3 |
|
4,489.2 |
|
4,379.7 |
|
4,496.6 |
|
4,493.2 |
|
- |
|
15 |
% |
|||||||||||||||
| Client Accounts (at month end, in thousands) | |||||||||||||||||||||||||||||||||||||||||||||
| Active Brokerage Accounts | 35,127 |
|
35,301 |
|
35,426 |
|
35,524 |
|
35,612 |
|
35,743 |
|
35,859 |
|
35,982 |
|
36,073 |
|
36,222 |
|
36,456 |
|
36,709 |
|
36,861 |
|
- |
|
5 |
% |
|||||||||||||||
| Banking Accounts | 1,871 |
|
1,885 |
|
1,901 |
|
1,916 |
|
1,931 |
|
1,937 |
|
1,940 |
|
1,954 |
|
1,967 |
|
1,980 |
|
1,998 |
|
2,019 |
|
2,033 |
|
1 |
% |
9 |
% |
|||||||||||||||
| Workplace Plan Participant Accounts (3) | 5,268 |
|
5,277 |
|
5,282 |
|
5,345 |
|
5,363 |
|
5,382 |
|
5,373 |
|
5,388 |
|
5,407 |
|
5,393 |
|
5,399 |
|
5,450 |
|
5,464 |
|
- |
|
4 |
% |
|||||||||||||||
| Client Activity | |||||||||||||||||||||||||||||||||||||||||||||
| New Brokerage Accounts (in thousands) | 345 |
|
383 |
|
361 |
|
314 |
|
310 |
|
327 |
|
324 |
|
321 |
|
331 |
|
357 |
|
431 |
|
433 |
|
362 |
|
(16 |
%) |
5 |
% |
|||||||||||||||
| Client Cash as a Percentage of Client Assets (4) | 10.2 |
% |
10.0 |
% |
10.2 |
% |
9.9 |
% |
9.7 |
% |
9.6 |
% |
9.5 |
% |
9.5 |
% |
9.8 |
% |
9.5 |
% |
10.1 |
% |
9.8 |
% |
10.0 |
% |
20 bp |
(20) bp |
|||||||||||||||||
| Derivative Trades as a Percentage of Total Trades | 22.2 |
% |
21.9 |
% |
22.1 |
% |
21.9 |
% |
21.3 |
% |
21.2 |
% |
20.8 |
% |
21.5 |
% |
21.4 |
% |
19.7 |
% |
18.6 |
% |
19.3 |
% |
19.9 |
% |
60 bp |
(230) bp |
|||||||||||||||||
| Selected Average Balances (in millions of dollars) | |||||||||||||||||||||||||||||||||||||||||||||
| Average Interest-Earning Assets (5) | 434,822 |
|
431,456 |
|
423,532 |
|
415,950 |
|
417,150 |
|
417,379 |
|
420,191 |
|
420,203 |
|
422,327 |
|
425,789 |
|
431,177 |
|
431,523 |
|
424,805 |
|
(2 |
%) |
(2 |
%) |
|||||||||||||||
| Average Margin Balances | 63,600 |
|
66,425 |
|
68,827 |
|
67,614 |
|
69,730 |
|
73,206 |
|
73,326 |
|
72,755 |
|
74,105 |
|
76,932 |
|
81,507 |
|
82,551 |
|
84,233 |
|
2 |
% |
32 |
% |
|||||||||||||||
| Average Bank Deposit Account Balances (6) | 92,075 |
|
90,774 |
|
88,819 |
|
86,844 |
|
85,195 |
|
83,979 |
|
82,806 |
|
82,336 |
|
83,261 |
|
84,385 |
|
85,384 |
|
84,790 |
|
83,089 |
|
(2 |
%) |
(10 |
%) |
|||||||||||||||
| Mutual Fund and Exchange-Traded Fund | |||||||||||||||||||||||||||||||||||||||||||||
| Net Buys (Sells) (7,8) (in millions of dollars) | |||||||||||||||||||||||||||||||||||||||||||||
| Equities | 7,624 |
|
10,379 |
|
3,472 |
|
5,734 |
|
3,379 |
|
10,908 |
|
5,609 |
|
5,217 |
|
7,176 |
|
13,226 |
|
14,805 |
|
10,050 |
|
4,987 |
|
|||||||||||||||||||
| Hybrid | (1,330 |
) |
(439 |
) |
(703 |
) |
(558 |
) |
(843 |
) |
(1,155 |
) |
(1,377 |
) |
(432 |
) |
(1,397 |
) |
(329 |
) |
124 |
|
(1,324 |
) |
(464 |
) |
|||||||||||||||||||
| Bonds | 9,883 |
|
7,561 |
|
5,949 |
|
5,854 |
|
6,346 |
|
8,651 |
|
10,919 |
|
11,015 |
|
10,442 |
|
7,473 |
|
10,969 |
|
8,747 |
|
12,162 |
|
|||||||||||||||||||
| Net Buy (Sell) Activity (in millions of dollars) | |||||||||||||||||||||||||||||||||||||||||||||
| Mutual Funds (7) | (1,348 |
) |
(1,607 |
) |
(4,818 |
) |
(5,544 |
) |
(4,254 |
) |
(4,679 |
) |
(4,003 |
) |
(1,261 |
) |
(4,905 |
) |
(4,492 |
) |
(4,331 |
) |
(6,785 |
) |
(3,971 |
) |
|||||||||||||||||||
| Exchange-Traded Funds (8) | 17,525 |
|
19,108 |
|
13,536 |
|
16,574 |
|
13,136 |
|
23,083 |
|
19,154 |
|
17,061 |
|
21,126 |
|
24,862 |
|
30,229 |
|
24,258 |
|
20,656 |
|
|||||||||||||||||||
| Money Market Funds | 10,129 |
|
9,085 |
|
(2,357 |
) |
9,790 |
|
3,858 |
|
9,110 |
|
8,048 |
|
9,672 |
|
11,032 |
|
9,172 |
|
8,956 |
|
11,584 |
|
12,306 |
|
|||||||||||||||||||
Note: Certain supplemental details related to the information above can be found at: https://www.aboutschwab.com/financial-reports. |
|||||
(1) |
Unless otherwise noted, differences between net new assets and core net new assets are net flows from off-platform Schwab Bank Retail CDs. 2024 also includes an inflow of |
||||
(2) |
Net new assets before significant one-time inflows or outflows, such as acquisitions/divestitures or extraordinary flows (generally greater than |
||||
(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) |
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. |
||||
(5) |
Represents average total interest-earning assets on the Company's balance sheet. |
||||
(6) |
Represents average clients’ uninvested cash sweep account balances held in deposit accounts at third-party financial institutions. |
||||
(7) |
Represents the principal value of client mutual fund transactions handled by Schwab, including transactions in proprietary funds. Includes institutional funds available only to Investment Managers. Excludes money market fund transactions. |
||||
(8) |
Represents the principal value of client ETF transactions handled by Schwab, including transactions in proprietary ETFs. |
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View source version on businesswire.com: https://www.businesswire.com/news/home/20250314600631/en/
MEDIA:
Mayura Hooper
Charles Schwab
Phone: 415-667-1525
INVESTORS/ANALYSTS:
Jeff Edwards
Charles Schwab
Phone: 817-854-6177
Source: The Charles Schwab Corporation
FAQ
What was Charles Schwab's (SCHW) core net new asset growth in February 2025?
How many new brokerage accounts did Charles Schwab (SCHW) open in February 2025?
What was SCHW's total client assets value in February 2025?
How did SCHW's daily average trades perform in February 2025?
What was the transactional sweep cash balance for SCHW in February 2025?
