Schwab Assets Rise to $12.15T with Advisory Assets at $6.16T
Schwab’s total client assets reached $12.15 trillion in January, up 17.6% year-over-year and 2.1% sequentially. Advisory services assets climbed to $6.16 trillion, growing 18.6% year-over-year and 2.3% month-on-month, while core net new assets declined to $27.8 billion, down 9.2% year-over-year and 64.9% sequentially.
1. Asset Base Expansion
The Charles Schwab Corporation’s total client assets grew to $12.15 trillion in January, marking a 17.6% increase year-over-year and a 2.1% rise from December, reflecting continued inflows and market appreciation.
2. Advisory Services Growth
Assets under ongoing advisory services reached $6.16 trillion, up 18.6% year-over-year and 2.3% month-on-month, highlighting strong advisor adoption and fee-based revenue potential.
3. Net New Assets Decline
Core net new assets fell to $27.8 billion, down 9.2% compared to January 2025 and off 64.9% from December, signaling a pullback in monthly client inflows.