\nThe Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2025 include:<\/p>\n
This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20250214514509\/en\/<\/a><\/p>\n About Charles Schwab<\/b><\/p>\n \nThe Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 36.7 million active brokerage accounts, 5.5 million workplace plan participant accounts, 2.0 million banking accounts, and $10.33 trillion in client assets as of January 31, 2025. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, https:\/\/www.sipc.org<\/a>), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at https:\/\/www.aboutschwab.com<\/a>.<\/p>\n The Charles Schwab Corporation Monthly Activity Report For January 2025<\/b><\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n 2024<\/b><\/p>\n<\/td>\n 2025<\/b><\/p>\n<\/td>\n Change<\/span><\/p>\n<\/td>\n<\/tr>\n Mo.<\/span><\/p>\n<\/td>\n Yr.<\/span><\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n38,150<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n38,996<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n39,807<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n37,816<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n38,686<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n39,119<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n40,843<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n41,563<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n42,330<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n41,763<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n44,911<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n42,544<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n44,545<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5%<\/p>\n<\/td>\n \n17%<\/p>\n<\/td>\n<\/tr>\n \n15,164<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n16,092<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n16,379<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n15,658<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n16,735<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n17,733<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n17,599<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n17,714<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n18,189<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n18,095<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n19,218<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n19,311<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n19,627<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n2%<\/p>\n<\/td>\n \n29%<\/p>\n<\/td>\n<\/tr>\n \n4,846<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,096<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,254<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,036<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,278<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,460<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,522<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,648<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,762<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,705<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n6,032<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,882<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n6,041<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n3%<\/p>\n<\/td>\n \n25%<\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n8,516.6<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,558.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,879.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,118.4<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,847.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,206.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,407.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,572.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,737.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,920.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,852.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,305.4<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,101.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n14.8<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n31.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n41.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n31.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n33.2<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n29.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n31.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n30.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n22.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n25.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n60.2<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n30.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(49%)<\/p>\n<\/td>\n \n106%<\/p>\n<\/td>\n<\/tr>\n \n26.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n289.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n197.2<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(280.9<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n327.8<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n168.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n135.6<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n134.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n152.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(91.2<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n427.9<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(264.3<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n201.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n8,558.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,879.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,118.4<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,847.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,206.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,407.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,572.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,737.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,920.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,852.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,305.4<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,101.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,333.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n2%<\/p>\n<\/td>\n \n21%<\/p>\n<\/td>\n<\/tr>\n 17.2<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 33.4<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 45.0<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 1.0<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 31.1<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 29.1<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 29.0<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 32.8<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 33.5<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 24.6<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 28.8<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 61.4<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n 30.6<\/i><\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n (50%)<\/i><\/p>\n<\/td>\n 78%<\/i><\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n584.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n601.8<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n618.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n602.2<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n624.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n632.9<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n649.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n663.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n675.1<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n665.6<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n688.9<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n682.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n698.7<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n2%<\/p>\n<\/td>\n \n20%<\/p>\n<\/td>\n<\/tr>\n \n3,780.4<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n3,902.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n4,009.5<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n3,893.9<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n4,027.3<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n4,090.0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n4,185.4<\/p>\n<\/td>\n 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\n5,363<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,382<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,373<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,388<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,407<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,393<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,399<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,450<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n1%<\/p>\n<\/td>\n \n4%<\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n366<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n345<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n383<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n361<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n314<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n310<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n327<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n324<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n321<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n331<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n357<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n431<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n433<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n–<\/p>\n<\/td>\n \n18%<\/p>\n<\/td>\n<\/tr>\n \n10.5<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n10.2<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n10.0<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n10.2<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.9<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.7<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.6<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.5<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.5<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.8<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.5<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n10.1<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n9.8<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n(30) bp<\/p>\n<\/td>\n \n(70) bp<\/p>\n<\/td>\n<\/tr>\n \n21.8<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n22.2<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n21.9<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n22.1<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n21.9<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n21.3<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n21.2<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n20.8<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n21.5<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n21.4<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n19.7<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n18.6<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n19.3<\/p>\n<\/td>\n \n%<\/p>\n<\/td>\n \n70 bp<\/p>\n<\/td>\n \n(250) bp<\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n443,694<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n434,822<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n431,456<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n423,532<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n415,950<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n417,150<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n417,379<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n420,191<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n420,203<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n422,327<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n425,789<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n431,177<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n431,523<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n–<\/p>\n<\/td>\n \n(3%)<\/p>\n<\/td>\n<\/tr>\n \n61,368<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n63,600<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n66,425<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n68,827<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n67,614<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n69,730<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n73,206<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n73,326<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n72,755<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n74,105<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n76,932<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n81,507<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n82,551<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n1%<\/p>\n<\/td>\n \n35%<\/p>\n<\/td>\n<\/tr>\n \n95,553<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n92,075<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n90,774<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n88,819<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n86,844<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n85,195<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n83,979<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n82,806<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n82,336<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n83,261<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n84,385<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n85,384<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n84,790<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(1%)<\/p>\n<\/td>\n \n(11%)<\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n8,182<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n7,624<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,379<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n3,472<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,734<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n3,379<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,908<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,609<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,217<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n7,176<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n13,226<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n14,805<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,050<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n(501<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,330<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(439<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(703<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(558<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(843<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,155<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,377<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(432<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,397<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(329<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n124<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(1,324<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n7,510<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,883<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n7,561<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,949<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n5,854<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n6,346<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,651<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,919<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n11,015<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,442<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n7,473<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,969<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,747<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n(966<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,348<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,607<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,818<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(5,544<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,254<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,679<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,003<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(1,261<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,905<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,492<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(4,331<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n(6,785<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n16,157<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n17,525<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n19,108<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n13,536<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n16,574<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n13,136<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n23,083<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n19,154<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n17,061<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n21,126<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n24,862<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n30,229<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n24,258<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n \n11,717<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n10,129<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,085<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n(2,357<\/p>\n<\/td>\n \n)<\/p>\n<\/td>\n \n9,790<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n3,858<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,110<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,048<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,672<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n11,032<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n9,172<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n8,956<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n11,584<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n \n\u00a0<\/p>\n<\/td>\n<\/tr>\n<\/table>\n\n
\n
\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jan<\/span><\/b><\/td>\n \n Feb<\/span><\/b><\/td>\n \n Mar<\/span><\/b><\/td>\n \n Apr<\/span><\/b><\/td>\n \n May<\/span><\/b><\/td>\n \n Jun<\/span><\/b><\/td>\n \n Jul<\/span><\/b><\/td>\n \n Aug<\/span><\/b><\/td>\n \n Sep<\/span><\/b><\/td>\n \n Oct<\/span><\/b><\/td>\n \n Nov<\/span><\/b><\/td>\n \n Dec<\/span><\/b><\/td>\n \n Jan<\/span><\/b><\/td>\n \n \n \n \n Market Indices <\/b>(at month end)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Dow Jones Industrial Average\u00ae<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Nasdaq Composite\u00ae<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Standard & Poor\u2019s\u00ae<\/sup> 500<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Client Assets <\/b>(in billions of dollars)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Beginning Client Assets<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Net New Assets (1)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Net Market Gains (Losses)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Total Client Assets (at month end)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Core Net New Assets (1,2)<\/sup><\/i><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Receiving Ongoing Advisory Services (at month end)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Investor Services<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Advisor Services<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Client Accounts <\/b>(at month end, in thousands)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Active Brokerage Accounts<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Banking Accounts<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Workplace Plan Participant Accounts (3)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Client Activity<\/b><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n New Brokerage Accounts (in thousands)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Client Cash as a Percentage of Client Assets (4)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Derivative Trades as a Percentage of Total Trades<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Selected Average Balances <\/b>(in millions of dollars)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Average Interest-Earning Assets (5)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Average Margin Balances<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Average Bank Deposit Account Balances (6)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Mutual Fund and Exchange-Traded Fund<\/b><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Net Buys (Sells) <\/b>(7,8) <\/sup>(in millions of dollars)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Equities<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Hybrid<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Bonds<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Net Buy (Sell) Activity <\/b>(in millions of dollars)<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Mutual Funds (7)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Exchange-Traded Funds (8)<\/sup><\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Money Market Funds<\/td>\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
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