The Charles Schwab Corporation released its Monthly Activity Report on June 13, 2025, detailing activity for May. Core net new assets for May totaled $33.6 billion, a decrease from $55.3 billion in April.
Total client assets as of May 31, 2025, were $10.35 trillion. This report provides ongoing insights into client engagement and asset gathering trends.
The decline in net new assets for May suggests a moderation in client inflows compared to the previous month, which could be influenced by market conditions.
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