The Charles Schwab Corporation (NYSE:SCHW) shares began Wednesday in full stride. The company reported net income for the fourth quarter totaling $2.5 billion, or $1.33 earnings per share. Excluding $127 million of pre-tax transaction-related costs, adjusted net income and earnings per share equaled $2.6 billion and $1.39, respectively.
• This morning’s news release reported total client assets increased 18% year-over-year to a record $11.90 trillion
• Record 4Q core net new assets of $163.9 billion brings total 2025 asset gathering to $519.4 billion – up 42% versus the prior year
• New brokerage account openings exceeded one million for the fifth consecutive quarter, pushing active brokerage accounts and total client accounts to 38.5 million and 46.5 million, respectively
• Managed Investing Solutions net inflows for the quarter grew 50% versus 4Q24
• Bank loan balances equaled $58.0 billion at December month-end – up 28% year-over-year
• Margin loan balances increased 34% versus year-end 2024 to end the quarter at $112.3 billion.
• Daily average trading volume was 8.3 million – up 31% versus 4Q24
• Announced definitive agreement to acquire Forge Global; transaction expected to close during first half 2026
Also noteworthy: Schwab was awarded by Forbes, Best Customer Service 2026.
SCHW shares began the trading day higher by $1.93. or 1.9%, to $102.91.
