Charles Schwab Reports $40.4B Core Net New Assets In November; Total Client Assets Reach $11.83T

Benzinga · 3d ago
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of November 2025 include:
- Core net new assets brought to the company increased 40% versus November 2024 to reach $40.4 billion, bringing the year-to-date total to $440.3 billion.
- Total client assets equaled $11.83 trillion as of month-end November, up 15% from November 2024 and flat compared to October 2025.
- New brokerage accounts opened during the month totaled 365,000, helping the year-to-date total reach more than 4.2 million.
- Investor engagement remained strong in November, with daily average trades of 8.46 million and average margin loan balances rising 8% to finish the month at $108.9 billion.
- Transactional sweep cash decreased by $1.3 billion to end November at $427.5 billion, reflecting net asset gathering and client engagement with the markets.
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