Charles Schwab Reaches $11.59 Trillion in Assets, Up 17% Year Over Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy SCHW?
Source: Fool
- Asset Growth: Charles Schwab's total client assets reached a record $11.59 trillion in Q3 2025, reflecting a 17% year-over-year increase, indicating strong demand for its services and solidifying its market position.
- Margin Balance Increase: Schwab's margin balances rose by 16% compared to year-end 2024, reaching $97.2 billion, suggesting that an increase in active investors will drive more trades, enhancing the company's profitability.
- Profitability Improvement: Schwab reported a 67% year-over-year increase in net income for Q3 2025, which not only boosts its net profit margins but also reflects its strong performance in the competitive fintech market.
- Restaurant Performance: Texas Roadhouse saw a 12.8% year-over-year revenue increase in Q3 2025, with comparable sales at company-owned restaurants rising by 6.1%, demonstrating resilience and ongoing expansion potential amid industry headwinds.
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Analyst Views on SCHW
Wall Street analysts forecast SCHW stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 92.670
Low
91.00
Averages
116.64
High
148.00
Current: 92.670
Low
91.00
Averages
116.64
High
148.00
About SCHW
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Behavior Insight: Joe Mazzola, Schwab's head trading and derivatives strategist, noted that the trading patterns among retail clients suggest that the AI-driven panic in February may have been exaggerated, presenting an opportunity for investors to acquire undervalued stocks.
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