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.
The Charles Schwab Corporation (NYSE: SCHW) regularly issues news and press releases covering its financial services operations, trading platforms, client activity, and research insights. On this page, readers can find updates tied to Schwab’s brokerage, banking, asset management, custody, and financial advisory businesses, as well as information about its role in retail trading and workplace retirement services.
Company news often highlights trends in client engagement, such as monthly activity reports detailing total client assets, net new assets, new brokerage accounts, daily average trades, margin loan balances, and client cash levels. Schwab also reports on enhancements to its trading experience across Schwab.com, Schwab Mobile, and the thinkorswim® platform suite, including new analytical tools, order features, and support for options and futures trading through its futures and forex subsidiary.
Schwab’s releases feature investor education initiatives and media efforts, including expanded live and virtual education events, Schwab Coaching sessions, and programming from its Schwab Network media affiliate. The company also publishes the Schwab Trading Activity Index™ (STAX), a proprietary measure of sampled retail client positioning and trading behavior, and shares outlooks from the Schwab Center for Financial Research on equities, fixed income, and wealth management topics.
Investors and observers can use this news feed to follow developments such as strategic transactions disclosed in Form 8-K filings, periodic business updates for institutional investors, and announcements related to corporate financing activities. Bookmarking this page provides a centralized view of Schwab’s latest public communications about its markets perspective, platform evolution, and client activity.
Schwab (SCHW) reported the Schwab Trading Activity Index™ (STAX) rose to 46.12 for the four-week period ending September 26, 2025, up from 43.69 in August.
The reading ranks "moderate low" versus history. Schwab clients were net buyers of equities in September and broadened buying beyond the Magnificent Seven into higher-volatility, AI-adjacent names. Schwab said the STAX outpaced the S&P 500 for a second consecutive month. Drivers cited include a mid-month Fed rate-cut signal, cooler inflation prints (August PPI and PCE) and resilient retail spending, while late-period U.S. government shutdown risk introduced new uncertainty.
Charles Schwab (NYSE:SCHW) released a comprehensive study highlighting the significant role of equity compensation in employees' financial planning. The survey reveals that 76% of stock plan participants consider equity compensation very important, with nearly half viewing it as a "must-have" benefit when evaluating new jobs.
Key findings show that 50% of participants view equity compensation as critical for retirement goals, while others value it for wealth building (38%), investment learning (37%), and stress reduction (32%). On average, company stock comprises one-third of participants' investment portfolios. The study also found that participants working with financial advisors demonstrate better understanding and confidence in managing their equity compensation, with 67% feeling confident compared to 56% of those without professional guidance.
Charles Schwab (NYSE:SCHW) has announced its upcoming Fall Business Update for institutional investors, scheduled for Thursday, October 16th, 2025. The event will be conducted via live public webcast from 8:30 AM to 9:30 AM ET.
The presentation will feature President and CEO Rick Wurster and CFO Mike Verdeschi, who will discuss recent developments and strategic focus areas. Investors can access the webcast at schwabevents.com/corporation.
Charles Schwab (NYSE:SCHW) has announced a major expansion of its branch network, including 16 new branches and 25 relocated or expanded locations. The company plans to hire over 400 new branch-related positions, including financial consultants and wealth consultants.
The expansion is driven by significant growth, with Schwab reporting 2.3 million new brokerage accounts and $218 billion in new assets in the first half of 2025. The company is focusing heavily on Florida with five new branches, and adding locations in California and Texas. Beyond branch expansion, Schwab is actively recruiting across various corporate roles, having already added 2,300 new employees in early 2025.
Charles Schwab (NYSE:SCHW) has released its 2025 Independent Advisor Outlook Study, revealing key trends shaping the future of registered investment advisors (RIAs). The study highlights that 57% of firms are already utilizing AI, with an additional 29% exploring its potential. RIAs are prioritizing visionary leadership, emotional intelligence, and technology fluency as critical traits for future success.
The research shows that 70% of advisors expect scaling to increase profits in the next three years, with one-third anticipating gains of 21% or more. Key scaling strategies include optimizing tech stacks (48%), implementing AI (47%), strategic hiring (29%), and exploring outsourcing (26%). Additionally, 37% of firms are adopting a hybrid technology approach, combining integrated platforms with specialized solutions.
Charles Schwab (NYSE:SCHW) has reported strong growth metrics in its August 2025 Monthly Activity Report. The company saw core net new assets rise 35% year-over-year to $44.4 billion, while total client assets reached $11.23 trillion, marking a 15% increase from August 2024 and a 2% growth from July 2025.
The brokerage demonstrated robust client engagement with 382,000 new brokerage accounts opened during the month, up 18% year-over-year. Trading activity remained vigorous with over 7 million daily average trades for the eighth consecutive month, while client margin loan balances grew 6% month-over-month. Transactional sweep cash experienced a slight decline of $0.8 billion, ending at $406.7 billion.
Charles Schwab (NYSE:SCHW) reported that its Trading Activity Index (STAX) increased to 43.69 in August 2025, up 4.55% from July's 41.79, reaching a five-month high. The index, which analyzes retail investor behavior across millions of Schwab accounts, showed increased buyer confidence amid lower market volatility, with the VIX hitting a 2025 low of 14.12.
Despite weak economic indicators, including disappointing July nonfarm payrolls and high PPI data, investors remained active buyers. The S&P 500 showed solid Q2 earnings growth of nearly 12%. Fed Chairman Powell indicated potential rate cuts in September following weak job market signals. Popular buys among Schwab clients included NVIDIA, Palantir, and UnitedHealth, while investors net sold shares of Apple, Meta, and Reddit.
Charles Schwab (NYSE:SCHW) has announced its 35th annual IMPACT® conference, scheduled for November 4-6, 2025, in Denver, Colorado. The event, recognized as the nation's largest gathering of independent registered investment advisors (RIAs), will feature notable speakers including social health expert Kasley Killam, leadership thinker Simon Sinek, and Charles Schwab CEO Rick Wurster.
The conference will showcase educational sessions, market insights from Schwab experts, and networking opportunities. Highlights include a Student Union featuring next-generation RIAs, updates on Enterprise Solutions, and new data on AI adoption in advisory practices. The event will conclude with a celebration featuring a performance by four-time Grammy Award winner Keith Urban.
Charles Schwab (NYSE:SCHW) has announced 15 recipients for its 2025 RIATA Student Scholarship program, marking the initiative's fifth year. Each student will receive $15,000 for the 2025-2026 academic year, along with one-on-one mentorship opportunities with independent RIA leaders.
The program, which attracted over 600 applications from 60+ universities, aims to support future financial advisors and address industry growth needs. According to Schwab's 2025 RIA Benchmarking Study, 74% of firms plan to hire in 2025, with more than a third recruiting directly from colleges and universities.
Recipients will also participate in Schwab's 2025 IMPACT Conference in Denver, joining 80 other students for industry networking and educational programming.
Charles Schwab (NYSE:SCHW) has released its July 2025 Monthly Activity Report, showcasing strong growth across key metrics. The company achieved a record $46.9 billion in core net new assets, representing a 62% increase from July 2024.
Total client assets reached $10.96 trillion, marking a 15% year-over-year increase and a 2% rise from June 2025. The company opened 377,000 new brokerage accounts, up 15% from the previous year. Trading activity remained strong with over 7 million daily average trades for the seventh consecutive month, while client margin loan balances grew 4% month-over-month. However, transactional sweep cash decreased by $4.6 billion to $407.5 billion due to client purchasing activity and advisory fee payments.
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