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.
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.
Charles Schwab has announced its upcoming Spring Business Update, scheduled for Thursday, April 17th. The event, designed for institutional investors, will be conducted via a live public webcast from 7:30 AM - 8:30 AM CT (8:30 AM - 9:30 AM ET).
The update will feature presentations from President and CEO Rick Wurster and CFO Mike Verdeschi, aimed at keeping the investment community informed about recent developments and strategic focus areas. The webcast will be accessible through the Schwab events website.
Charles Schwab (SCHW) has released its February 2025 Monthly Activity Report, showcasing strong client engagement and asset growth. The company reported $48.0 billion in core net new assets, marking a significant 44% increase year-over-year.
Total client assets reached $10.28 trillion at month-end, representing a 16% increase from February 2024, though slightly down 1% from January 2025. The company maintained robust client acquisition, with 362,000 new brokerage accounts opened, marking the 15th consecutive month exceeding 300,000 new accounts.
Trading activity remained strong with daily average trades of 7.45 million, up 1% month-over-month, primarily driven by equity securities trading. Additionally, transactional sweep cash increased by $4.7 billion, reaching $404.3 billion by the end of February.
Charles Schwab's Trading Activity Index (STAX) rose to 51.94 in February 2025 from 49.45 in January, indicating 'moderate' trading activity. Schwab clients were net buyers of equities early in the month, particularly in Information Technology, Consumer Discretionary, and Communication Services sectors.
The S&P 500 experienced two distinct phases: reaching record highs mid-month following delayed U.S. tariffs and strong Q4 earnings, before declining around February 21 due to renewed tariff threats and weak economic data, ending down 1%. The tech-heavy Nasdaq saw larger losses as investors rotated out of 'Magnificent Seven' stocks.
Key market factors included: rising 10-year Treasury yields reaching 4.6% before falling to 4.25%, mixed inflation data, and lower-than-expected January jobs growth of 143,000. The VIX increased from below 15 to above 20 by month-end. Top bought stocks included TSLA, PLTR, AMZN, while META, SMCI, and AAPL were most sold.
Charles Schwab's latest quarterly trader client sentiment survey reveals that while two-thirds of traders believe the market is currently overvalued, overall sentiment remains bullish at 51% compared to 34% bearish. Younger traders (under 40) have shown a significant increase in bullishness, jumping from 47% in Q4 2024 to 59% in Q1 2025.
The survey indicates a notable decline in recession expectations, with only one-third of traders believing a 2025 recession is somewhat likely, down from 54% in Q4 2024. Most traders anticipate interest rate cuts of 50 basis points or fewer this year, while two-thirds expect inflation to hold steady.
Sector-wise, traders are most bullish on Energy, IT, Finance, and Utilities, with Finance seeing an 11-point quarterly increase. Regarding the new administration, traders consider it the most significant factor impacting the stock market in 2025, ahead of Fed policy, geopolitical conflicts, inflation, and corporate earnings.
Charles Schwab (SCHW) has released its January 2025 Monthly Activity Report, showcasing significant growth across key metrics. Core net new assets reached $30.6 billion, marking a 75% year-over-year increase. Total client assets hit $10.33 trillion, up 21% from January 2024 and 2% from December 2024.
The company saw 433,000 new brokerage accounts opened, an 18% increase from January 2024. Daily average trades rose 7% month-over-month to 7.37 million. However, transactional sweep cash decreased by $19 billion to $399.6 billion, attributed to typical seasonal patterns as clients reinvest year-end cash. Bank supplemental funding balances reduced by $3.7 billion, ending at $46.2 billion.
Charles Schwab (NYSE: SCHW) has completed a significant secondary offering where TD Group US Holdings sold 165,443,530 shares at $79.25 per share, totaling $13.1 billion. This offering, combined with a previously announced $1.5 billion share repurchase by Charles Schwab from TD, marks TD's complete exit from its shareholding position.
The secondary offering was led by TD Securities and Goldman Sachs & Co. , with Piper Sandler & Co. serving as financial and capital markets advisor. Following this transaction, Brian M. Levitt and Bharat B. Masrani have resigned from Charles Schwab's board of directors. Notably, Charles Schwab did not receive any proceeds from this share sale.
Charles Schwab has announced the launch of 24-hour trading access for all retail clients, allowing trading of S&P 500, Nasdaq-100 stocks, and hundreds of ETFs 24 hours a day, five days a week through the thinkorswim platform suite. This expansion follows successful pilots conducted at the end of 2024.
The overnight session orders (EXTO) are continuous orders expiring at 8pm ET each market day. During the pilot period from November through January, the most active trading hours were between 8-9pm ET and 3-4am ET. The most actively traded stocks included Tesla (TSLA), NVIDIA (NVDA), Palantir (PLTR), MicroStrategy (MSTR), and AMD.
This development builds upon Ameritrade's 2018 initiative, which first introduced 24/5 trading for about two dozen ETFs. Schwab, which acquired Ameritrade in 2020, currently manages $10.10 trillion in total client assets and facilitates approximately six million daily average trades.
Charles Schwab (NYSE: SCHW) has announced the pricing of a major secondary offering by TD Group US Holdings , an affiliate of The Toronto-Dominion Bank. The offering consists of 165,443,530 shares priced at $79.25 per share, totaling approximately $13.1 billion.
The secondary offering is expected to close on February 12, 2025, subject to customary conditions. Following this offering and a previously announced $1.5 billion share repurchase by Charles Schwab from TD, TD will have completely divested its stake in the company. Charles Schwab will not receive any proceeds from this stock sale.
The offering is being led by TD Securities and Goldman Sachs & Co. A registration statement and preliminary prospectus supplement have been filed with the SEC, with a final prospectus to follow.
Charles Schwab's Trading Activity Index (STAX) declined to 49.45 in January 2025 from 51.16 in December, indicating a 'moderate low' trading activity compared to historical averages. Schwab clients adopted a defensive approach, becoming net sellers in Information Technology and Communications sectors while net buying Energy, Real Estate, and Utilities.
The S&P 500 experienced volatility in January, initially declining amid inflation concerns that pushed the 10-year Treasury yield to 4.8%. Markets later rebounded following benign December inflation data and strong earnings from major sectors. However, the month ended with uncertainty after the Federal Reserve paused rate cuts and news about China's DeepSeek AI technology impacted tech stocks.
Top stocks bought by Schwab clients included NVIDIA, Palantir, Apple, Tesla, and Microsoft, while major sells included Disney, Boeing, Bank of America, Walgreens, and Starbucks.
FAQ
What is the current stock price of Schwab (CHARLES) (The) (SCHW)?
What is the market cap of Schwab (CHARLES) (The) (SCHW)?
