Charles Schwab Corporation (SCHW) has reported a significant increase in client assets for July 2025, with total assets reaching an impressive $10.96 trillion. This growth, as reported by Yahoo Finance, reflects the company's strong asset gathering capabilities and overall positive market performance.

The financial services giant saw a notable uptick in assets receiving ongoing advisory services, which grew to $4.16 trillion. This figure represents an increase both from the previous month and on a year-over-year basis. Additionally, core net new assets saw a substantial boost of $42.5 billion.

Schwab's recent performance can be attributed to several factors, including heightened market activity, sustained client engagement, and favorable equity market conditions. The company's strategic move to lower fees on certain investing solutions has also played a role in driving revenue growth, alongside the increase in average client assets.

Over the past five years, Schwab has maintained a compound annual growth rate of 12% for total client assets. This upward trend has continued into the first half of 2025, propelled by strategic acquisitions and overall market gains. The company's focus on expanding its client base in advisory solutions has proven fruitful, with managed investing solutions revenues showing significant growth during this period.

July 2025 saw several key metrics demonstrating Schwab's strong position:

• Average assets reached $11.04 trillion, a slight increase from June.
• Margin balances grew to $78.2 billion, up from both the previous month and year.
• Bank deposit account balances slightly decreased to $298.8 billion.
• New brokerage accounts opened totaled 986,000, an increase from both June and the previous year.
• Total active brokerage accounts rose to 35.5 million, showing year-over-year growth.
• Banking accounts increased to 1.8 million, up from the previous year.
• Workplace plan participant accounts grew to 9.4 million, also up year-over-year.

Schwab's efforts to establish itself as a leader in the active trader market have begun to yield results. The company has been diversifying its offerings to meet evolving investor demands and expand into promising markets.

Looking ahead, analysts project a positive outlook for Schwab. The company's stock has already rallied 22.8% this year, outperforming the industry average. Currently, Schwab trades at a forward P/E ratio of 18.32, which is above the industry average of 16.25. Analysts are forecasting earnings growth of 9.9% for the current year and an impressive 18.1% for the next year.

As Schwab continues to capitalize on market opportunities and maintain strong client relationships, investors and industry observers will be watching closely to see if the company can sustain its growth trajectory in the competitive financial services landscape.