Schwab's October Core Net New Assets Rise Significantly Y/Y [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
from $11.3 billion recorded in the year-ago month but declined from the previous month's $33.5 billion. SCHW's total client assets in October 2024 were $9.85 trillion, down marginally from the September 2024 level but up 28.7% from October 2023. Client assets receiving ongoing advisory services were $4.97 trillion, falling 1% from the prior month and rising 27.3% year over year. Schwab's average interest-earning assets of $422.3 billion in October increased marginally from September 2024 but declined 3.7% year over year. Average margin balances were $74.1 billion, up 1.9% from the previous month and 15.9% on a year-over-year basis. Average bank deposit account balances totaled $83.3 billion in October, up 1.1% from last month and down 14.9% from October 2023. Schwab opened 331,000 new brokerage accounts in October 2024, up 3.1% sequentially and 16.5% from the year-earlier month. Schwab's active brokerage accounts totaled 36.1 million at the end of October 2024, which was up ma
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LPLA
Earnings
- 10/30/24 - Beat
LPLA
Sec Filings
- 11/12/24 - Form SC
- 11/4/24 - Form 10-Q
- 10/30/24 - Form 8-K
- LPLA's page on the SEC website