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WESTLAKE, Texas - The Charles Schwab Corporation (SCHW), currently trading near its 52-week high at $86.22, has released its Monthly Activity Report for April 2025, revealing consistent growth in client assets and account openings, alongside robust trading activity. The company, which boasts a perfect Piotroski Score of 9 according to InvestingPro, continues to demonstrate strong financial health.
The report shows that net new assets brought to the company by new and existing clients totaled $2.7 billion, despite the typical impact of tax disbursements during the month. This figure represents a substantial year-over-year increase from April 2024. Total client assets reached $9.89 trillion at the end of April, marking a 12% rise from the previous year, although this was roughly unchanged from March 2025. The company’s strong performance is reflected in its impressive YTD return of 17.26% and robust revenue of $20.46 billion over the last twelve months.
April saw the opening of 439,000 new brokerage accounts, a 22% jump compared to April 2024, and a 13% increase from March 2025. The company highlighted strong investor engagement, with daily average trades climbing 14% month-over-month to 8.36 million.
Transactional sweep cash, which reflects clients’ cash balances, decreased by $4.5 billion, ending the month at $403.3 billion. According to the report, this decline was partially due to client allocation decisions balancing out the seasonal tax-related outflows.
Charles Schwab, a leading financial services provider, manages 37.3 million active brokerage accounts, 5.5 million workplace plan participant accounts, and 2.1 million banking accounts, with a total of $9.89 trillion in client assets as of April 30, 2025.
The company, through its subsidiaries, offers a wide range of services, including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. With a market capitalization of $156.66 billion and a 37-year track record of consistent dividend payments, Charles Schwab remains a prominent player in the capital markets industry. For detailed insights and comprehensive analysis of SCHW’s performance metrics, valuation, and growth potential, investors can access the full Pro Research Report available on InvestingPro.
The Monthly Activity Report provides a snapshot of the company’s performance and client behavior, which could be of interest to investors and market analysts. This financial information is based on a press release statement from The Charles Schwab Corporation.
In other recent news, Charles Schwab Corp. reported earnings that exceeded expectations, with an adjusted earnings per share (EPS) of $1.04, surpassing both Keefe Bruyette & Woods’ estimate and the consensus estimate of $1.01. This positive performance prompted Keefe Bruyette & Woods to increase their price target for Charles Schwab shares to $93. Similarly, TD Cowen raised their price target to $95, citing strong first-quarter earnings and favorable management execution. In contrast, Truist Securities adjusted their price target slightly downward to $84, maintaining a Buy rating due to economic uncertainties.
Goldman Sachs also upgraded Charles Schwab’s stock to Buy, setting a price target of $100, highlighting the company’s robust earnings growth potential and strong capital position. Additionally, Charles Schwab announced a quarterly dividend of $0.27 per common share, alongside dividends on several series of preferred stock. These developments reflect the company’s ongoing financial stability and commitment to shareholder returns.
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