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Charles Schwab reports April core net new assets $2.7B

Charles Schwab (SCHW) released its monthly activity report. Company highlights for the month of April 2025 include: core net new assets brought to the company by new and existing clients totaled $2.7B. Consistent with prior years, these flows reflect the impact of client tax disbursements during the month. Total client assets equaled $9.89T as of month-end April, up 12% from April 2024 and essentially flat compared to March. New brokerage accounts opened during the month totaled 439,000, up 22% versus April 2024 and up 13% from March. Investor engagement remained strong, with April daily average trades increasing 14% month-over-month to 8.36M. Transactional sweep cash declined by $4.5B to end April at $403.3B, as client allocation decisions partially offset seasonal tax-related outflows.

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