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Business monthly activity report

Charles Schwab February 2026 Activity Report

Analysis based on 9 articles · First reported Feb 13, 2026 · Last updated Mar 13, 2026

Sentiment
30
Attention
2
Articles
9
Market Impact
Direct
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The positive monthly activity report from Charles Schwab Corporation, showcasing strong asset growth and client engagement, is likely to be viewed favorably by financial markets. This performance suggests continued strength in the financial services sector and could positively influence investor sentiment towards Charles Schwab Corporation's stock.

Financial services Brokerage Asset management

Charles Schwab Corporation released its Monthly Activity Report for February 2026, highlighting significant growth and strong client engagement. The company reported core net new assets of $32.5 billion, which would be $50.0 billion excluding a planned mutual fund clearing client deconversion. Total client assets reached $12.22 trillion, marking a 19% increase from February 2025. New brokerage accounts totaled 395,000, up 9% year-over-year, and daily average trades hit a record 9.9 million. Client margin loan balances also reached a record $120.6 billion. Transactional sweep cash increased by $2.8 billion to $436.1 billion. The company anticipates first-quarter revenue growth to accelerate to approximately 16% compared to Q1 2025, driven by its diversified financial model and strong client activity across trading, wealth, and lending solutions.

100 Charles Schwab Corporation released monthly activity report
90 Charles Schwab Corporation reported core net new assets of $32.5 billion
90 Charles Schwab Corporation increased total client assets to $12.22 trillion
85 Charles Schwab Corporation achieved record daily average trades of 9.9 million
80 Charles Schwab Corporation opened 395,000 new brokerage accounts
70 Charles Schwab Corporation increased transactional sweep cash by $2.8 billion
stock
Charles Schwab Corporation reported strong financial metrics for February 2026, including $32.5 billion in core net new assets (or $50.0 billion excluding a one-time outflow), $12.22 trillion in total client assets, and a record 9.9 million daily average trades. These positive results indicate robust client engagement and contribute to an accelerated first-quarter revenue growth forecast of approximately 16% compared to Q1 2025.
Importance 100 Sentiment 40
subs
Charles Schwab & Co. is a broker-dealer subsidiary of Charles Schwab Corporation, contributing to the overall positive performance through its brokerage accounts and investment services. The increase in new brokerage accounts and daily average trades reflects strong activity within this subsidiary.
Importance 60 Sentiment 30
subs
Charles Schwab Corporation===Charles Schwab Corporation, SSB, as the primary banking subsidiary of Charles Schwab Corporation, contributes to the company's diversified financial model. The increase in transactional sweep cash indicates positive activity within its banking and lending services.
Importance 50 Sentiment 30
govactor
The United States===United States Securities and Exchange Commission is mentioned as the regulatory body where Charles Schwab Corporation files its financial reports, providing transparency and compliance oversight.
Importance 10 Sentiment 0
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