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Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets

Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets

FinvizFinviz2026/03/05 07:27
By:Finviz

The Charles Schwab Corp. (NYSE:SCHW) is one of the 15 best stocks to invest in according to billionaires.

On February 13, The Charles Schwab Corp. (NYSE:SCHW) reported total client assets of $12.2 trillion for January 2026, an 18% year-over-year increase. Core net new assets reached $27.8 billion, while new brokerage accounts grew 10% to 476,000. Daily average trades accelerated to 9.5 million amid higher equity engagement, and margin loan balances rose 4% to $116.3 billion.

Despite a seasonal $20.4 billion decline in transactional sweep cash to $433.3 billion, the report underscores strong investor momentum and scaling client participation across the platform.

On January 22, UBS increased the firm’s price target on The Charles Schwab Corp. (NYSE:SCHW) to $125 from $123. The firm maintained its Overweight rating on the stock. Following a “mixed” quarterly report, the firm notes that investor focus is now shifting toward 2026 guidance. The firm remains constructive on the outlook.

Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets

The Charles Schwab Corp. (NYSE:SCHW) is a savings and loan holding company that offers financial services worldwide. The company delivers wealth management, brokerage, banking, asset management, and advisory services to individuals and institutional clients. It covers several investment vehicles, including open-end mutual funds, exchange-traded funds, options, and equity and fixed-income trading.

While we acknowledge the potential of SCHW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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