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Charles Schwab (SCHW) July Metrics Record Y/Y Improvement

Published 08/15/2017, 10:00 PM
Updated 07/09/2023, 06:31 AM
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The Charles Schwab Corporation (NYSE:SCHW) released the monthly activity report for July 2017, which shows an improvement over the year-ago period. Total client assets were $3.1 trillion at the end of the month, up 15% year over year.

Further, client assets receiving ongoing advisory services were $1.54 trillion, up 14.1% year over year. Also, Schwab’s average interest earning assets were $212.1 billion at July end, reflecting 10.5% increase on a year-over-year basis.

Schwab opened 107,000 new brokerage accounts in July, up 27% from the prior-year month. Net new assets, through both existing and new clients totaled $15.8 billion, surging 76% year over year.

Schwab’s active brokerage accounts totaled $10.48 million at the end of the month, up 5% from the July 2016 level. The client’s banking accounts at the end of the reported month came in at 1.2 million, rising 7% from the year-ago period. However, the number of retirement plan participants edged down 1% year over year to 1.54 million.

Shares of the company increased 3.7% year to date, outperforming the slight decline of the industry it belongs to.



Currently, Schwab carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.

Among other investment brokers, E*TRADE Financial Corporation (NASDAQ:ETFC) reported a sequential decline in its Daily Average Revenue Trades (DARTs) for July 2017. According to its monthly market activity report, the company’s DARTs were 208,156, down 3% from the prior month, but up a staggering 42% year over year. Notably, derivatives comprised 34% of DARTs for July.

TD Ameritrade Holding Corporation (NASDAQ:AMTD) reported average client trades per day of 514,000 in its activity report for July 2017. The reported figure remained unchanged from the prior-month tally and climbed 13% from the year-ago period.

Interactive Brokers Group, Inc.’s (NASDAQ:IBKR) Electronic Brokerage segment reported a year-over-year increase in DARTs for July 2017. Total client DARTs were 694,000, up 15% from July 2016. Similarly, DARTs were up 2% from the prior month. Also, total customer accounts increased 21% year over year and 2% from the prior month to 436,000.

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E*TRADE Financial Corporation (ETFC): Free Stock Analysis Report

The Charles Schwab Corporation (SCHW): Free Stock Analysis Report

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TD Ameritrade Holding Corporation (AMTD): Free Stock Analysis Report

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