WS Investor
13 Feb 2026, 19:59
The Charles Schwab Corporation reported strong January 2026 activity, with core net new assets of $27.8 billion, reflecting typical seasonal inflows.
Total client assets reached $12.15 trillion at month-end, up 18% year over year and 2% from December. The company opened 476,000 new brokerage accounts, a 10% increase from January 2025.
Daily average trades rose to 9.5 million amid higher equity engagement, while margin loan balances increased 4% to $116.3 billion. Transactional sweep cash declined by $20.4 billion to $433.3 billion, in line with expected seasonal trends.
Total client assets reached $12.15 trillion at month-end, up 18% year over year and 2% from December. The company opened 476,000 new brokerage accounts, a 10% increase from January 2025.
Daily average trades rose to 9.5 million amid higher equity engagement, while margin loan balances increased 4% to $116.3 billion. Transactional sweep cash declined by $20.4 billion to $433.3 billion, in line with expected seasonal trends.
