• Charles Schwab (NYSE:SCHW) reported record May 2026 core net new assets of nearly US$50b, up 43% year on year.
• Total client assets reached an all time high of US$13.14t in the same Monthly Activity Report.
• New brokerage accounts increased, pointing to faster client growth alongside higher asset inflows.

For you as an investor, these figures highlight how central NYSE:SCHW has become for trading, advice, and custody across both individual and institutional clients. The company operates across brokerage, wealth management, and banking services, so shifts in client assets and new account openings can be important signals for overall business activity. Within the broader brokerage and wealth industry, digital platforms, lower fees, and broader product menus have been key themes. Schwab's recent platform upgrades and pricing changes sit within that context.

The combination of record asset levels and faster client growth may influence how you think about Schwab's scale, competitive position, and revenue mix across trading, asset management, and interest income. The new data provides a starting point for tracking whether these trends continue, level off, or change direction as markets and client behavior evolve.

Stay updated on the most important news stories for Charles Schwab by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Charles Schwab.

Investor Checklist

Quick Assessment

• ✅ Price vs Analyst Target: The current price of US$91.10 sits about 21% below the US$116.05 analyst consensus target.
• ✅ Simply Wall St Valuation: Shares are described as trading around 26.3% below estimated fair value, which supports an undervalued label.
• ✅ Recent Momentum: The stock is up 0.2% over the last 30 days, so price has been edging higher rather than retreating into the news.

There's only one way to know the right time to buy, sell or hold Charles Schwab. Head to Simply Wall St's company report for the latest analysis of Charles Schwab's Fair Value.

Key Considerations

• 📊 Record May core net new assets of nearly US$50b and all time high client assets of US$13.14t reinforce the role of client growth and asset flows in the investment case.
• 📊 Watch how higher client assets, new brokerage accounts, and the current P/E of 17.6 versus the Capital Markets industry average of 39.9 influence revenue mix and profitability over coming updates.
• ⚠️ There is one flagged risk around significant insider selling over the past 3 months, which some investors treat as a signal to monitor management alignment.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Charles Schwab analysis. Alternatively, you can check out the community page for Charles Schwab to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.