The Charles Schwab Corporation reports developments across its financial services platform, including securities brokerage, wealth management, banking, asset management, custody, and advisory services for individual investors and independent investment advisors. Company updates commonly address digital investing tools, client education initiatives, brokerage account offerings, market and trading activity research, and services delivered through Charles Schwab & Co., Charles Schwab Bank, and Schwab Advisor Services.
Schwab news also covers capital actions such as common and preferred stock dividends, preferred share redemptions, and other balance-sheet activity. Recurring corporate themes include technology and data capabilities, retail client engagement, financial literacy programs, community initiatives, and updates tied to the company’s publicly traded common stock and preferred depositary shares.
Charles Schwab (SCHW) released its Q4 2026 client sentiment survey, showing retail investors turning more bearish while confidence in financial goals remained high. Bearish sentiment rose to 46% from 35% in Q3, while bullish sentiment fell to 36% from 47%. Ninety percent remained confident about reaching their financial goals, and 46% planned to add money to their portfolios. Washington politics was the top investing concern, cited by 21%.
Among active traders, bearish sentiment increased to 43% from 30%, while bullish sentiment declined to 40% from 57%. Still, 84% were at least somewhat likely to buy after a notable market decline in the next three months. Among Gen Z clients, 46% were bearish, up from 40% in Q3; six in 10 planned to add to their portfolios, and 94% were confident about reaching their financial goals.
Charles Schwab (SCHW) released its 2026 Independent Advisor Outlook Study, examining how independent investment advisors approach growth, technology and client relationships. The survey covered 1,235 advisors who custody assets with Schwab, representing $497 billion in assets under management.
Being a fiduciary—putting clients’ interests first—was the top benefit of being a registered investment advisor for 64% of respondents. Looking ahead three years, 70% expected client referrals to drive growth and 60% pointed to exceptional service. 49% were investing in AI integration to improve workflows. Private market investments were offered by 37%, with another 13% planning to add them within three years. AI regulation and guidance was the top area for industry advocacy, selected by 38%; 68% preferred clear, easy-to-understand AI standards.
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Charles Schwab (SCHW) expanded its advisor AI offerings with Anthropic and Wealth.com tools, alongside a partnership and investment in Nevis. Claude for Financial Advisors is now available through Schwab Advisor Center, with authenticated access to account data. Wealth.com's Ester tax and estate planning tool is also available, with introductory guided workflows at no cost until February 2027. Its paid offering will begin in the first quarter of 2027.
Schwab and Nevis plan to develop advisor workflows and deeper Schwab-specific integrations, with client onboarding an early focus. Schwab says the collaboration is designed to reduce manual work across connected systems.
Charles Schwab (SCHW), through Schwab Advisor Services, announced National RIA Day, with the inaugural observance set for February 17, 2027. The annual day recognizes independent registered investment advisors, firms legally required to act in their clients’ best interest, and will recur on the third Wednesday of February.
Partners include the CFP Board, the Foundation for Financial Planning, the Investment Adviser Association and universities. Schwab plans educational and community programming, participation resources and a New York Stock Exchange closing-bell ceremony for the inaugural day. The company aims to recognize the profession and introduce students to advisory careers.
Charles Schwab (SCHW) declared a regular quarterly cash dividend of $0.32 per common share, payable November 27, 2026. Common stockholders must be holders of record at the close of business on November 13, 2026.
The board also declared dividends on preferred stock Series D, F, H, J, K and L, payable December 1, 2026, to holders of record at the close of business on November 16, 2026.
Morgan Stanley (MS) reported record third-quarter Wealth Management net revenues of $9.1 billion as client money flowed into financial firms. Its wealth business recorded $232.4 billion in net new assets, $80.5 billion in fee-based flows and a 30.4% pre-tax margin. Client assets across wealth and investment management reached $10.5 trillion.
Schwab (SCHW) reported record quarterly core net new assets of $190.4 billion, up 38% year over year. BlackRock (BLK) reported $205 billion in third-quarter net inflows and $15.5 trillion in assets under management at September 30. Robinhood (HOOD) reported second-quarter retirement assets under custody of $34.5 billion, up 82% year over year. LPL Financial (LPLA) recorded $13.5 billion in organic net new assets in August. These figures accompanied a UBS estimate that the United States added more than 440,000 millionaires in 2025.
Charles Schwab (SCHW), through Schwab Asset Management, announced the Schwab International Bond ETF, with trading expected on or about October 21, 2026.
The fund will trade on the NYSE as SCIN and has a 0.06% net expense ratio. It aims to track, before fees and expenses, the ICE Global Broad Market Excluding-USD RIC Capped Free-Float Index (USD Hedged). The index covers international investment-grade debt across more than 40 countries. The fund invests in developed and emerging markets and uses forward and futures contracts to hedge foreign currency exposure back to the U.S. dollar.
Morgan Stanley (NYSE: MS) reported record third-quarter Wealth Management net revenues of $9.1 billion as financial firms disclosed further client inflows. The unit recorded $232.4 billion in net new assets, $80.5 billion in fee-based flows and a 30.4% pre-tax margin. Client assets across wealth and investment management reached $10.5 trillion.
The broader backdrop included more than 440,000 new U.S. millionaires in 2025, bringing the total above 23.6 million, while inflation-adjusted median wealth per adult fell almost 20% since 2020. BlackRock reported $205 billion in third-quarter net inflows and $15.5 trillion under management at September 30. Schwab's quarterly core net new assets rose 38% year over year to $190.4 billion. Robinhood's second-quarter retirement assets under custody rose 82% year over year to $34.5 billion. LPL Financial recorded $13.5 billion in organic net new assets in August.
Charles Schwab (SCHW) reported record third-quarter 2026 diluted earnings of $1.62 per share, up 29% from the prior-year quarter. Net revenues rose 17% to $7,171 million, and GAAP net income increased 23% to $2,906 million. Core net new assets reached a record $190.4 billion, up 38% year-over-year, while total client assets increased 15% to $13.33 trillion.
GAAP pre-tax profit margin widened to 52.7% from 49.2%. Net interest margin expanded quarter-over-quarter to 3.04%, and client transactional sweep cash increased $7.1 billion to $492.8 billion. Quarterly GAAP expenses increased 9% year-over-year. Adjusted earnings, excluding $151 million of pre-tax transaction-related costs, were $1.69 per share. Schwab repurchased 4.7 million common shares for $0.5 billion. For the first nine months, revenue rose 18% to $20,725 million and GAAP diluted earnings increased 36% to $4.53 per share.