Charles Schwab reports record May core net new assets of $35 billion

Published 13/06/2025, 13:54
Charles Schwab reports record May core net new assets of $35 billion

WESTLAKE, Texas - Charles Schwab Corporation (NYSE:SCHW), a prominent player in the capital markets industry with a market capitalization of $160.8 billion, reported $35.0 billion in core net new assets for May 2025, a 13% increase compared to May 2024 and a record for the month, according to the company’s monthly activity report released Friday. InvestingPro analysis shows the company maintains a perfect Piotroski Score of 9, indicating exceptional financial strength.

Total client assets reached $10.35 trillion at month-end, up 12% from May 2024 and 5% higher than April 2025. The company opened 336,000 new brokerage accounts during the month, representing a 7% increase from the same period last year. This growth aligns with Schwab’s strong year-to-date performance, with the stock up 20.36% and currently trading near its 52-week high of $89.84.

Trading activity remained robust with daily average trades exceeding 7 million for the fifth consecutive month. Transactional sweep cash declined by $5.2 billion to end May at $398.1 billion.

The financial services firm reported that quarter-to-date transactional sweep cash is down less than 3% from March 2025 levels, which the company said has helped reduce high-cost funding at its banks to approximately $32 billion as of May month-end.

Schwab’s client base includes 37.4 million active brokerage accounts, 5.6 million workplace plan participant accounts, and 2.1 million banking accounts as of May 31, 2025.

The monthly report showed client cash as a percentage of client assets stood at 10.1% at the end of May, while derivative trades accounted for 21.0% of total trades.

The information in this article is based on a press release statement from Charles Schwab Corporation.

In other recent news, Charles Schwab Corporation has reported steady client growth, with its Monthly Activity Report for April 2025 showing a substantial year-over-year increase in net new assets and a rise in total client assets to $9.89 trillion. The report also highlighted a significant jump in new brokerage account openings and robust trading activity. Meanwhile, Charles Schwab has filed a Certificate of Elimination for its Series G Preferred Stock, effectively removing it from the company’s certificate of incorporation. On the analyst front, Redburn-Atlantic upgraded Schwab’s stock from Sell to Neutral, raising the price target to $82, while expressing caution about future earnings. TD Cowen also raised Schwab’s price target to $113, citing accelerating organic growth and effective balance sheet management. Additionally, Goldman Sachs upgraded Schwab to Buy, setting a price target of $100, and noted the company’s strong earnings growth potential and robust capital position. These developments underscore a period of active engagement and strategic adjustments for Charles Schwab.

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