2Q26 Client and Business Highlights
- Total client assets increased 22% year-over-year to $13.08 trillion
- Core net new assets totaled $119.8 billion, up 49% versus 2Q25
- New brokerage account openings equaled 1.4 million, helping bring total client accounts to 48.0 million
- Managed Investing Solutions net flows grew 53% versus 2Q25
- Bank loan balances equaled $67.0 billion at June month-end, up 33% year-over-year
- Margin loan balances increased 30% quarter-over-quarter to $165.1 billion at quarter-end
- Long/short strategy interest remained strong amongst RIA clients (2), with margin loan debits and short cash credits equaling $42.1 billion and $43.7 billion, respectively, as of June 30, 2026
- Daily average trading volume reached a record 11.9 million – up 57% versus 2Q25
- Launched Schwab Crypto™, providing direct access to Bitcoin and Ethereum trading for retail clients
- Introduced Portfolio Insights, a generative AI-powered capability that helps investors understand portfolio performance (3)
- Schwab recognized as the Best Investing Platform by U.S. News for the 4th consecutive year (4)