Total client assets managed Charles Schwab 2013-2023

Published by Statista Research Department, Jun 18, 2024

The total client assets managed by Charles Schwab Corporation increased dramatically from 2013 to 2023. As of 2023, Charles Schwab managed assets totaling 8.52 trillion U.S. dollars, an increase of nearly 1.5 trillion U.S. dollars from the previous year and also the highest value ever.

Total client assets under management (AUM) of Charles Schwab Corporation from 4th quarter 2013 to 4th quarter 2023 (in trillion U.S. dollars)

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Release date

March 2024

Region

United States

Survey time period

4th quarter 2013 to 4th quarter 2023

Supplementary notes

* 2020 value includes inflows associated with the acquisition of TD Ameritrade.

Values have been taken from multiple publications.

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