2Q26 Client and Business Highlights

• Total client assets increased 22% year-over-year to $13.08 trillion
• Core net new assets totaled $119.8 billion, up 49% versus 2Q25
• New brokerage account openings equaled 1.4 million, helping bring total client accounts to 48.0 million
• Managed Investing Solutions net flows grew 53% versus 2Q25
• Bank loan balances equaled $67.0 billion at June month-end, up 33% year-over-year
• Margin loan balances increased 30% quarter-over-quarter to $165.1 billion at quarter-end
• Long/short strategy interest remained strong amongst RIA clients (2), with margin loan debits and short cash credits equaling $42.1 billion and $43.7 billion, respectively, as of June 30, 2026
• Daily average trading volume reached a record 11.9 million – up 57% versus 2Q25
• Launched Schwab Crypto™, providing direct access to Bitcoin and Ethereum trading for retail clients
• Introduced Portfolio Insights, a generative AI-powered capability that helps investors understand portfolio performance (3)
• Schwab recognized as the Best Investing Platform by U.S. News for the 4th consecutive year (4)

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.