The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of July 2025 include:

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• Core net new assets brought to the company increased 62% versus July 2024 to reach $46.9 billion – a record for the month of July.
• Total client assets equaled $10.96 trillion as of month-end July, up 15% from July 2024 and up 2% compared to June 2025.
• New brokerage accounts opened during the month totaled 377,000 up 15% versus July 2024.
• Investor engagement remained robust in July, with average client margin loan balances expanding 4% month-over-month and trading volumes exceeding 7 million daily average trades for the 7th consecutive month.
• Transactional sweep cash declined by $4.6 billion to end July at $407.5 billion, reflecting client net purchasing activity as well as typical seasonality related to advisory fee payments.