Charles Schwab Corporation Reports Strong Monthly Activity Highlights for November 2025
The Charles Schwab Corporation (NYSE: SCHW) has released its Monthly Activity Report today, showcasing significant growth and engagement in November 2025. The report highlights an impressive increase in core net new assets, new brokerage accounts, and trading activity, underscoring Schwab's robust positioning in the financial services industry.
1. Core Net New Assets Surge
In a notable achievement, Schwab reported a 40% increase in core net new assets brought to the company compared to November 2024, reaching $40.4 billion. This brings the year-to-date total to an impressive $440.3 billion, reflecting strong investor confidence and market engagement.
2. Total Client Assets Remain Strong
As of the end of November 2025, Schwab's total client assets stood at a remarkable $11.83 trillion, marking a 15% increase from November 2024. Although total client assets remained flat compared to October 2025, the year-on-year growth indicates a resilient demand for Schwab's financial services.
3. Increase in New Brokerage Accounts
The company experienced a robust inflow of new clients, with 365,000 new brokerage accounts opened during the month. This brings the year-to-date total to over 4.2 million new accounts, reflecting Schwab's successful outreach strategies and the attractiveness of its service offerings.
4. Sustained Investor Engagement
Investor engagement remained high in November, with daily average trades reaching 8.46 million. Additionally, average margin loan balances rose by 8%, concluding the month at $108.9 billion. This consistent trading activity highlights the active participation of investors in the market, driven by Schwab's comprehensive platform.
5. Client Cash and Asset Management
The report noted a decrease in transactional sweep cash, which fell by $1.3 billion, finishing the month at $427.5 billion. This decline reflects not only net asset gathering but also heightened client engagement with the markets. The shift in client asset management strategies illustrates Schwab's adaptability to changing market conditions.
6. About Charles Schwab Corporation
The Charles Schwab Corporation is a leading provider of financial services, encompassing a wide array of offerings including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. As of November 30, 2025, Schwab boasted 38.3 million active brokerage accounts, 5.7 million workplace plan participant accounts, and 2.2 million banking accounts.
Conclusion
The November 2025 Monthly Activity Report reflects Charles Schwab Corporation's strong performance and enduring appeal in the financial services sector. With significant growth in client assets, new accounts, and trading activity, Schwab continues to position itself as a market leader, effectively responding to the evolving needs of investors. As the financial landscape continues to change, Schwab's robust strategies and client-focused approach will likely sustain its momentum heading into 2026.
