Welcome to our dedicated page for Schwab (CHARLES) (The) news (Ticker: SCHW), a resource for investors and traders seeking the latest updates and insights on Schwab (CHARLES) (The) stock.
Charles Schwab Corporation (NYSE: SCHW) is a leading provider of wealth management, brokerage, and banking services to individual investors and institutions. This dedicated news hub delivers timely updates on the company’s strategic initiatives, financial performance, and market developments.
Investors and analysts rely on this resource for verified SCHW press releases, earnings reports, and curated news coverage. Track material events including dividend announcements, regulatory filings, leadership changes, and product launches—all centralized for efficient research.
The page organizes updates into key categories such as quarterly earnings disclosures, merger & acquisition activity, corporate governance updates, and service expansions. Each entry provides direct access to primary sources and contextual analysis.
Bookmark this page to monitor how Schwab’s hybrid advisory-digital model adapts to evolving markets. Check regularly for developments impacting the brokerage sector and SCHW’s competitive positioning in financial services.
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.
Charles Schwab (NYSE:SCHW) reported October 2025 monthly activity with record inflows and higher client engagement. Core net new assets rose 80% YoY to $44.4 billion, a monthly October record. Total client assets reached $11.83 trillion, up 20% year‑over‑year and 2% month‑over‑month. New brokerage accounts totaled 429,000 (up 30% YoY). Investor activity increased: daily average trades were 8.6 million and average margin loan balances rose 7% vs Sept 2025. Transactional sweep cash finished at $428.8 billion, up $3.2 billion.
Charles Schwab (SCHW) marked more than a decade of its annual skills-based volunteer program, surpassing $4 million in cumulative pro bono community investments. In the past month, 100+ employees volunteered thousands of hours to support nearly 20 nonprofits and small businesses in the Dallas–Fort Worth region, providing expertise in strategy, finance, human resources, and technology.
Schwab said enhanced partner capabilities have enabled hiring, new programs, and stronger service delivery. The company reported $21 million in community giving for 2024 and offers paid volunteer time off plus donation matching.
Charles Schwab (SCHW) reports the Schwab Trading Activity Index (STAX) rose to 48.12 in October from 46.12 in September, marking a fifth consecutive monthly increase and a "moderate low" reading versus history.
Schwab clients were net buyers as stocks climbed despite a U.S. government shutdown; key drivers included Magnificent Seven earnings, a 25-basis-point Fed rate cut, and progress on U.S.-China trade. Sector net-buys: communication services, financials, industrials. Net-sells: information technology, consumer discretionary, health care. Reported S&P 500 company results through October showed 82% beat EPS and 10.34% EPS growth.
Charles Schwab (SCHW) published findings from its 2025 “ETFs and Beyond” study showing growing investor adoption of ETFs. Key takeaways: 62% of ETF investors can envision entire portfolios in ETFs and 50% say that could happen within five years. 66% of ETF investors began using ETFs within the past five years. Cost is the top selection factor (59%), and 94% say ETFs help keep costs down. Investors plan to add index and active ETFs (~66% and 65%), increase fixed income allocations (40%), and show strong interest in specialty ETFs including dividend and crypto-focused products.