Charles Schwab Reports $27.8B in New Assets for January
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SCHW?
Charles Schwab released its monthly activity report. Company highlights for the month of January include: core net new assets brought to the company totaled $27.8B. Consistent with prior years, these flows reflect typical January seasonality. Total client assets equaled $12.15T as of month-end January, up 18% from January 2025 and up 2% compared to December 2025. New brokerage accounts opened during the month totaled 476,000, an increase of 10% versus January 2025. Driven by increased investor engagement in equities, January daily average trades accelerated to 9.5M. Additionally, margin loan balances rose 4% from year-end levels to finish the month at $116.3B. Transactional sweep cash decreased by $20.4B to end January at $433.3B. This month-over-month decrease reflects expected January seasonality.
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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: 93.080
Low
91.00
Averages
116.64
High
148.00
Current: 93.080
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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- Industry Efficiency Issues: While Morfit acknowledged that his investment thesis might seem 'strange,' he emphasized the significant inefficiencies within the sector, creating a pressing need for a company to organize and streamline technology, with BlackRock's strengths in data and software positioning it well to address this need.
- Analyst Optimism: Despite BlackRock's shares dropping over 3% in February, most analysts maintain buy ratings, with expectations for the stock to rise over 23% in the next year, reflecting confidence in its long-term growth potential.
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- Coinbase Faces Similar Challenges: Coinbase reported a 22% year-over-year revenue decline and also missed earnings per share expectations, with Eisman warning that as long as crypto prices continue to fall, Coinbase's stock price will remain under pressure, reflecting its close ties to the crypto market.
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