Charles Schwab (SCHW) Adds $44.4 Billion in Core Net New Assets in August

The Charles Schwab Corporation (NYSE:SCHW) is one of the best Goldman Sachs bank stocks. On September 15, Charles Schwab’s core net new assets came in at $44.4 billion for August 2025, a 35% jump from the prior year.

The company reported $11.23 trillion in client assets as of August, a 15% year-over-year increase and a 2% rise compared to July 2025, aligning with its 52.5% annual stock return.

The firm opened 382,000 brokerage accounts in August, up 18% from last year, as total active accounts expanded to 37.8 million, a 5% year-over-year increase.

The Charles Schwab Corporation (NYSE:SCHW) saw margin loan balances rise 6% on the month to $90.4 billion, a 23% boost from a year ago, while daily trades punched in above 7 million for the eighth month consistently. According to the report, derivatives represented 22.5% of trading volume, 170 basis points higher than a year ago.

At the close of August, transactional sweep cash stood at $406.7 billion, down $0.8 billion, driven by a decline in client net buying. Client cash remained at 9.5% of assets, consistent with the prior year. According to the company’s release, ETFs saw $23 billion in net inflows in August, while mutual funds lost $2.2 billion.

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