Schwab (CHARLES) Corp. (The) Stock Price, News & Analysis

The Charles Schwab Corporation (NYSE:SCHW) reported record 4Q25 and full‑year 2025 results. 4Q net revenues rose 19% YoY to $6.3B; GAAP net income was $2.5B or $1.33 per share (adjusted EPS $1.39). Full‑year revenue was $23.9B, up 22% vs. 2024, and full‑year adjusted net income was $9.24B.

Client metrics: total client assets reached a record $11.90T; 4Q core net new assets were $163.9B, bringing 2025 core net new assets to $519.4B (5.1% organic growth). Capital return included $7.3B repurchased in 2025.

Charles Schwab (NYSE:SCHW) expanded its investor education offerings for 2026, adding more in-person and virtual events, increased event capacity and a refreshed Schwab Network programming lineup after record engagement in 2025.

Key metrics: Schwab Network viewership rose 47% YoY to 58 million in 2025, with 87.2M social impressions (over three times 2024). Schwab Coaching provides 35 hours of live interactive sessions weekly and paperMoney simulated trading remains available for practice.

Charles Schwab (SCHW) reported its Schwab Trading Activity Index™ (STAX) fell to 48.48 in December from 48.75 in November, ending a three-month streak of outpacing the S&P 500.

Clients were modest net sellers during the STAX period ending Dec 26, 2025, with most selling concentrated in the holiday-shortened final week and interpreted as year-end repositioning. Information Technology flipped from largest net-buy to largest net-sell; Consumer Discretionary, Health Care, Industrials, and Energy also saw net selling. Major U.S. indexes set all-time highs on Dec 26. Schwab noted a third Fed rate cut since September and stronger Q3 GDP alongside softer Nov CPI.

Charles Schwab (NYSE:SCHW) announced on December 23, 2025 it will match the U.S. government’s one-time $1,000 contribution to eligible newborn children of Schwab’s U.S. employees, adding an additional $1,000 per eligible child. The government program, termed “Trump Accounts,” provides a $1,000 pilot contribution from the U.S. Treasury into a tax-advantaged account for children born in the U.S. between 2025 and 2028.

Schwab framed the match as part of its long-term mission to increase access to investing and financial literacy, citing employee support, educational programs such as Moneywise America, and partnerships with schools and nonprofits. For current account details, the company directed readers to TrumpAccounts.gov.

Schwab (NYSE:SCHW) released its Schwab’s Market Perspective: 2026 Outlook and a companion 2026 Wealth Management Outlook on December 17, 2025. The reports provide guidance across major asset classes: U.S. stocks, treasury bonds and fixed income, corporate credit, municipal bonds, and international stocks.

Key themes include a potentially unstable macro backdrop but firmer earnings for stocks, a preference for higher-quality intermediate-duration bonds, an up-in-quality bias for corporate credit, attractive muni tax-adjusted yields, and opportunity in international equities if global growth and dollar dynamics improve.

Charles Schwab (SCHW) scheduled a Winter Business Update for institutional investors on Wednesday, January 21. The live public webcast will run from 7:30 a.m.–8:30 a.m. CT (8:30 a.m.–9:30 a.m. ET) and will feature President and CEO Rick Wurster and CFO Mike Verdeschi. The session is part of an ongoing series to update the investment community on recent developments and management’s strategic focus areas. The webcast will be accessible at https://schwabevents.com/corporation.

Charles Schwab (SCHW) announced platform enhancements across Schwab.com, Schwab Mobile, and thinkorswim on December 15, 2025, aiming to support record retail activity and expand trader support.

Key items include a new Extended Hours Valuation toggle, 15+ new fundamentals data points and independent research ratings, multi-leg saved orders, sortable option-chain columns, a historical quotes table view, thinkorswim account and tax-lot features, and 17 new futures products. Schwab noted it exceeded 7 million daily average trades for three consecutive quarters and operates nearly 400 retail branches with two new in-branch trading roles.

Charles Schwab (SCHW) reported November 2025 monthly activity showing sustained client flows and engagement. Core net new assets rose 40% YoY to $40.4 billion, bringing year-to-date net new assets to $440.3 billion.

Total client assets were $11.83 trillion, up 15% YoY and essentially flat month-over-month. New brokerage accounts totaled 365,000 in November, taking the YTD account openings to more than 4.2 million. Investor activity remained high with daily average trades of 8.46 million and margin loan balances up 8% to $108.9 billion. Transactional sweep cash declined by $1.3 billion to $427.5 billion.

Schwab (NYSE:SCHW) reported the Schwab Trading Activity Index™ (STAX) rose to 48.75 in November, up from 48.12 in October, marking the sixth consecutive monthly upswing and the highest score since February 2025. Schwab clients were net buyers of equities for November, outpacing the S&P 500 for the third straight month despite the S&P rising only about 0.1%. Net-buying peaked mid-month then weakened in the final week when the S&P gained nearly 4%. Only 2 of 11 sectors saw net-buying (Information Technology and Consumer Discretionary); largest net-sell sectors were Communication Services, Health Care, and Energy.

Popular buys included NVDA, PLTR, META, AMZN, TSLA; top sells included AAPL, AVGO, LLY, INTC, RIVN.