The Charles Schwab Corporation reported its monthly activity highlights for January 2026. Core net new assets brought to the company totaled $27.8 billion, reflecting typical January seasonality. Total client assets reached $12.15 trillion as of January 31, 2026, an increase of 18% compared to January 2025 and up 2% from December 2025. The company opened 476,000 new brokerage accounts during the month, marking a 10% increase versus January 2025. Daily average trades for January accelerated to 9.5 million, driven by increased investor engagement in equities. Margin loan balances rose 4% from year-end levels to $116.3 billion. Transactional sweep cash decreased by $20.4 billion to $433.3 billion, consistent with expected January seasonality. As of the end of January, Schwab reported 38.7 million active brokerage accounts, 5.8 million workplace plan participant accounts, and 2.2 million banking accounts.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. The Charles Schwab Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 20260213661479) on February 13, 2026, and is solely responsible for the information contained therein.