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WESTLAKE - Charles Schwab Corporation (NYSE:SCHW), a prominent player in the Capital Markets industry with a market capitalization of $169.8 billion, reported $44.4 billion in core net new assets for August 2025, a 35% increase compared to the same month last year, according to a monthly activity report released Monday. The company’s strong performance is reflected in its perfect Piotroski Score of 9, according to InvestingPro data, indicating robust financial health.
The financial services company’s total client assets reached $11.23 trillion at the end of August, representing a 15% increase from August 2024 and a 2% rise from July 2025. This growth aligns with the company’s impressive 52.5% stock return over the past year. For deeper insights into Schwab’s valuation and growth metrics, InvestingPro subscribers have access to over 30 additional financial indicators and expert analysis.
Schwab opened 382,000 new brokerage accounts during the month, up 18% compared to August 2024. The company’s active brokerage accounts grew to 37.8 million, a 5% year-over-year increase.
Client engagement remained strong, with average margin loan balances expanding 6% month-over-month to $90.4 billion, a 23% increase from the previous year. Trading volumes exceeded 7 million daily average trades for the eighth consecutive month. The company’s revenue has grown 16.3% over the last twelve months, with 15 analysts recently revising their earnings expectations upward, as reported by InvestingPro.
The company reported that derivative trades represented 22.5% of total trades, an increase of 170 basis points from the previous year.
Transactional sweep cash declined by $0.8 billion to end August at $406.7 billion, which the company attributed to client net purchasing activity. Client cash as a percentage of client assets stood at 9.5%, unchanged from the previous year.
Exchange-traded funds saw net buys of $23 billion in August, while mutual funds experienced net sells of $2.2 billion, according to the report based on the company’s press release statement. The company currently trades slightly below its InvestingPro Fair Value, suggesting potential upside opportunity for investors.
In other recent news, Charles Schwab Corporation reported a record-breaking $46.9 billion in core net new assets for July 2025, marking a 62% increase compared to the previous year. The company’s total client assets reached $10.96 trillion, representing a 15% year-over-year increase. Additionally, Charles Schwab opened 377,000 new brokerage accounts in July, up 15% from the same month last year. Truist Securities raised its price target for Charles Schwab to $112, citing strong growth in net new assets. Meanwhile, TD Cowen increased its price target to $129 following the announcement of a new $20 billion share repurchase program, which replaces a previous $15 billion authorization. The company also declared a regular quarterly cash dividend of $0.27 per share. Keefe, Bruyette & Woods raised its price target to $108 after Charles Schwab’s adjusted earnings per share of $1.14 surpassed both their estimate and the consensus expectation. These developments reflect a period of significant activity and growth for Charles Schwab.
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