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.
Schwab Retirement Plan Services has expanded its financial wellness offerings through a new collaboration with Candidly, a student loan and education benefits platform. The partnership introduces Candidly Core, providing 401(k) plan participants with tools for student loan repayment optimization and college planning resources.
Key features include:
- One-click access to Candidly resources from SRPS participant website
- Student loan retirement matching capabilities aligned with SECURE 2.0 Act
- Verification system for qualified student loan payments
- 529 plan finder and planning calculators
- Detailed analysis tools for employers to assess student loan debt impact
The integration aims to help employees transform student debt into retirement security while enabling employers to enhance their benefits programs and potentially increase 401(k) plan participation.
Charles Schwab is organizing its annual Schwab Volunteer Week from April 28-May 9, continuing a two-decade tradition of community service. The initiative will provide over 10,000 volunteer opportunities serving nearly 350 nonprofits across the U.S.
The Charles Schwab Foundation will donate $600,000 to participating nonprofits. Activities include assembling care packages, addressing food insecurity, environmental sustainability work, and financial education projects. The company is particularly focusing on financial literacy through programs like Schwab Moneywise workshops and partnerships with organizations like Boys & Girls Clubs of America and Girl Scouts of the USA.
In 2024, over 12,000 Schwab employees contributed 157,000 volunteer hours to community service. The company maintains year-round philanthropic programs including paid volunteer time off, volunteer training, and matching charitable donations.
Charles Schwab (SCHW) has announced its latest dividend declarations. The company will distribute a regular quarterly cash dividend of $0.27 per common share, payable on May 23, 2025, to stockholders of record as of May 9, 2025.
Additionally, the Board of Directors declared dividends on seven series of preferred stock, all payable June 2, 2025, to stockholders of record as of May 16, 2025. The preferred stock dividends include:
- Series D: $0.372000 per depositary share
- Series F: $25.000000 per depositary share
- Series G: $13.437500 per depositary share
- Series H: $10.000000 per depositary share
- Series I: $10.000000 per depositary share
- Series J: $0.278250 per depositary share
- Series K: $12.500000 per depositary share
Charles Schwab, managing $9.93 trillion in total client assets and handling 7.4 million daily average trades in Q1 2025, has announced its expanded 2025 lineup of signature trading education events. Following record attendance in 2024 with over 8,300 participants, the company is increasing its in-person events nationwide.
The 2025 schedule includes Market Drives in five major cities: Miami (June 13), New York (June 28), Dallas (September 20), Chicago (October 4), and Anaheim (November 22). Additionally, Trading Workshops focusing on Technical Analysis & Options Strategies, along with new Advanced Options Strategies, will be held across multiple cities including Chicago, Detroit, Dallas, Denver, Orlando, and Washington D.C.
The company's educational offerings include thousands of articles, videos, expert commentary, newsletters, the 'Onward' magazine, learning paths, and access to the paperMoney® simulated trading platform. The recently launched Schwab Coaching™ provides over 35 hours of weekly online coaching from trading professionals, available live or on-demand, all at no cost to clients.
Charles Schwab's recent survey of 1,200 American women investors reveals a strong trend in disciplined investing approaches. 61% of women are comfortable taking investment risks, with 90% feeling confident about reaching their financial goals. The study highlights that 80% focus on long-term financial objectives, with 50% citing patience as their primary investing strength.
Key findings show that 42% of women prefer combining personal research with professional guidance. 51% started investing before age 30, primarily investing in stocks (84%), mutual funds (58%), and bonds (53%). Women investors actively share financial knowledge, with 19% frequently discussing finances and 46% doing so occasionally.
Despite challenges like lack of financial education (54%) and funds (53%), 91% feel empowered managing their investments, and 83% enjoy the process.
Charles Schwab (SCHW) has announced the extension of its partnership with National 4-H Council, focusing on expanding financial literacy education for youth across America. The partnership, which began in 2019, will enhance the Smart Cents program through several key initiatives:
- Upgrading the CLOVER online platform with new teacher resources
- Developing three new CLOVER activities centered on entrepreneurship
- Providing professional development for up to 500 educators
- Training six additional school educators in Smart Cents curriculum
- Implementing 6 new personal finance courses and a mobile app
According to 4-H's youth survey, 41% of teens express interest in learning money management. The initiative aims to deliver financial education directly to educators, parents, and youth through an enhanced interactive learning platform.
Charles Schwab (SCHW) reported strong Q1 2025 financial results, with record net revenues of $5.6 billion, up 18% year-over-year. The company achieved net income of $1.9 billion and earnings per share of $0.99 ($1.04 adjusted).
Key highlights include $137.7 billion in core net new assets, representing a 5.5% annualized growth rate, and total client assets increasing 9% to $9.93 trillion. The company saw 1.2 million new brokerage account openings, bringing total active accounts to 37.0 million.
Notable financial metrics include net interest margin expansion to 2.53%, client transactional sweep cash balances of $407.8 billion, and an 11% increase in trading revenue. The company enhanced shareholder returns through an 8% dividend increase to $0.27 per share and repurchased $1.5 billion worth of common stock.
Charles Schwab (SCHW) has announced a strategic minority investment in Wealth.com, the top-rated estate planning platform in wealth management. The platform enables financial advisors to provide estate planning services and allows clients to self-create legal documents across all 50 U.S. states at reduced costs compared to traditional estate attorneys.
The investment aims to enhance Schwab's wealth management offerings by expanding trust and estate capabilities. Wealth.com's AI-powered platform provides an intuitive estate planning process, allowing investors to manage more of their financial needs through Schwab's ecosystem.
As part of this strategic partnership, both companies are exploring opportunities to offer Wealth.com's estate planning tools to Schwab's clients, with specific details and launch plans to be announced later. The financial terms of the investment were not disclosed.
Charles Schwab has launched Schwab Alternative Investments Select, a new platform now available to retail clients with over $5 million in household assets. The platform, initially rolled out in October 2024, offers access to third-party alternative investment funds across private equity, hedge funds, private credit, and private real estate.
The platform is supported by iCapital's technology and includes dedicated Alternative Investment Consultants. A recent survey shows over half of Schwab's high-net-worth clients expect to allocate at least 5% of their portfolio to alternative investments within three years.
Schwab serves over a million multimillionaire investors with more than $3 trillion in assets. The firm automatically enrolls clients with over $1 million in Schwab Private Client Services and those with over $10 million in Schwab Private Wealth Services. Currently, 37% of advisors custodying at Schwab use alternative investments platforms, with $58 billion in alternative assets under custody.
The Schwab Trading Activity Index™ (STAX) declined to 48.36 in March from 51.94 in February, indicating a 'moderate low' compared to historic averages. Schwab clients reduced market exposure by selling equities, particularly in Information Technology, Energy, and Health Care sectors, while increasing positions in fixed income and ETFs.
The market faced challenges as the S&P 500 hit six-month lows amid policy uncertainty and weak economic data. Key concerns included disappointing February jobs data, consumer sentiment dropping to 57.9, and inflation worries. The Federal Reserve maintained rates but projected slower growth and higher inflation.
Notable stock activity included net buying of NVIDIA, Tesla, Amazon, Palantir, and Alphabet, while investors net sold AT&T, MicroStrategy, Alibaba, Exxon Mobil, and Chevron. Market volatility increased with the VIX reaching nearly 30 mid-month before settling above 21.