Schwab Charlesreason 01 of 4it makes it for less than anyone else canderived 2026-09-11accession 0000316709-26-000031
Core net new assets totaled $259.8 billion in the first half of 2026, up 19% from the first half of 2025
New brokerage accounts were 2.7 million in the first half of 2026, up 18% from the same prior-year period
Active brokerage accounts reached 39.8 million at June 30, 2026, up 6%
Total client assets increased to $13.08 trillion at June 30, up 10% from year-end 2025
Management estimates investable wealth in the U.S. currently exceeds $90 trillion
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedeight sentences · whole, uncut
the claims it rests on
“Core net new assets totaled $259.8 billion in the first half of 2026, up 19% from the first half of 2025”
“New brokerage accounts were 2.7 million in the first half of 2026, up 18% from the same prior-year period”
“Active brokerage accounts reached 39.8 million at June 30, 2026, up 6%”
“Total client assets increased to $13.08 trillion at June 30, up 10% from year-end 2025”
“Management estimates investable wealth in the U.S. currently exceeds $90 trillion”
what it was checked against
core net new assets figures
“Schwab attracted core net new assets of $119.8 billion in the second quarter of 2026, up 49% from the same period in 2025, bringing the total for the first half of the year to $259.8 billion, up 19% from the first half of 2025.”
new and active brokerage accounts
“New brokerage accounts were 1.4 million and 2.7 million in the second quarter and first half of 2026, respectively, up 26% and 18% from the same prior-year periods, and active brokerage accounts reached 39.8 million at June 30, 2026, up 6% year-over-year.”
total client assets growth
“Supported by equity market growth and strong asset gathering, total client assets increased to $13.08 trillion at June 30, up 10% from year-end 2025.”