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'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.
Charles Schwab (NYSE: SCHW) announced a significant secondary offering where TD Group US Holdings , holding 184.7 million shares (10.1% ownership), will exit its full investment in the company. Additionally, Schwab entered into a $1.5 billion share repurchase agreement with TD, to be executed at the secondary offering price less underwriting discount.
The repurchase will be funded by cash on hand under Schwab's existing share repurchase program, leaving approximately $7.2 billion remaining in the authorized program. The company plans to continue opportunistic repurchases throughout 2025, aligned with its financial objectives. TD Securities and Goldman Sachs will lead the secondary offering, from which Charles Schwab will not receive any proceeds.
Schwab Asset Management has launched its second actively managed fixed income ETF, the Schwab Core Bond ETF (NYSE Arca: SCCR). The ETF began trading today and is modeled after the Wasmer Schroeder Core Bond Separately Managed Account strategy.
The new ETF aims to deliver total return and generate income by investing in various U.S. dollar-denominated debt securities, including corporate bonds, taxable municipal bonds, mortgage pass-through securities, commercial mortgage-backed securities, asset-backed securities, U.S. Treasuries, and other government-related bonds.
Charles Schwab has announced an 8% increase in its quarterly common stock dividend, raising it by 2 cents to $0.27 per share. The dividend will be paid on February 28, 2025 to stockholders of record as of February 14, 2025.
Additionally, the company declared dividends on six series of preferred stock, all payable on March 3, 2025 to stockholders of record as of February 14, 2025. The preferred stock dividends include:
- Series D: $0.372000 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 (SCHW) has been named the #1 Overall Broker in StockBrokers.com's 2025 Annual Awards, marking a significant achievement in the industry's comprehensive evaluation. The assessment covered over 200 variables across seven key categories.
The company secured the top position in nine Category Awards, including Platforms and Tools, Research, Mobile Trading Apps, Education, Ease of Use, and categories for Beginners, Passive Investors, and Casual Investors. Schwab also received Industry Awards for Bond Trading Platform, Client Dashboard, Desktop Trading Platform, Investor App, Overall Client Experience, and Stock Trading Platform.
The company's Schwab Trading Powered by Ameritrade™ platform was highlighted for its comprehensive offering, including desktop, web, and mobile trading platforms, educational resources, specialized trading support, and virtual trading experience through paperMoney®.
Charles Schwab (SCHW) reported strong Q4 2024 results with net income of $1.8 billion and earnings per share of $.94. Core net new assets reached $114.8 billion in Q4, bringing the full-year total to $367 billion, representing a 20% annual increase. Revenue grew 20% year-over-year to $5.3 billion in Q4.
Notable achievements include a 23% year-over-year increase in new brokerage accounts to 1.1 million, bringing total active accounts to 36.5 million. Margin balances grew 15% sequentially to $83.8 billion. The company's adjusted pre-tax profit margin reached 46.6%, while client transactional sweep cash increased by $35 billion versus Q3. Total client assets increased 19% year-over-year to $10.10 trillion.
Schwab Asset Management, the asset management arm of The Charles Schwab , announced the launch of the Schwab Core Bond ETF (NYSE Arca: SCCR). This is the firm's second actively managed fixed income ETF, following the August 2024 launch of the Schwab Ultra-Short Income ETF (NYSE Arca: SCUS). Trading for SCCR is expected to begin on or about February 5. The ETF has an expense ratio of 0.16%, significantly lower than the industry average of 0.40%.
The fund aims to provide total returns while generating income by investing in U.S. dollar-denominated debt securities, including corporate bonds, taxable municipal bonds, mortgage pass-through securities, commercial mortgage-backed securities, asset-backed securities, U.S. Treasuries, and other government-related bonds. The investment strategy is based on the Wasmer Schroeder Core Bond Separately Managed Account (SMA) strategy, which started in January 2008.
Managed by portfolio managers John Majoros and Brian Luedtke, the ETF will use qualitative and quantitative methods to manage a diversified bond portfolio across multiple sectors. Schwab Asset Management emphasizes the fund's potential to offer attractive risk-adjusted returns and a healthy level of income in today's rate environment, leveraging the expertise of its experienced credit research team.
Charles Schwab's Trading Activity Index (STAX) increased to 51.16 in December 2024, up from 49.22 in November, indicating a 'moderate low' reading compared to historic averages. Schwab clients increased equity exposure, particularly in Health Care and Energy sectors, while net selling Information Technology and Communication Services.
Despite market turbulence and the absence of a significant 'Santa Claus Rally', investor sentiment remained bullish. The S&P 500 finished about 1% lower in December but achieved a 24% gain for 2024, marking back-to-back annual returns above 20% for the first time since 1998.
Top stocks bought by clients included NVIDIA (NVDA), Tesla (TSLA), Palantir (PLTR), Amazon (AMZN), and MicroStrategy (MSTR). Throughout 2024, STAX ranged from 44.73 in January to 54.81 in July, with investors focusing on AI, semiconductors, cloud computing, and electric vehicle technologies.
Schwab Asset Management has announced that none of its 32 exchange-traded funds (ETFs) will distribute capital gains for the 2024 tax year. This achievement aligns with the company's commitment to tax efficiency and low costs, which are key factors for ETF investors according to their latest ETFs and Beyond Study. The announcement comes as Schwab Asset Management celebrates its 15th anniversary in the ETF space, where it has grown to become the fifth-largest ETF provider.
Charles Schwab (SCHW) has announced a Winter Business Update scheduled for institutional investors on Tuesday, January 21st. The event will be conducted via a live public webcast from 7:30 AM - 8:30 AM CT (8:30 AM - 9:30 AM ET). CEO Rick Wurster and CFO Mike Verdeschi will participate in this update, which is part of an ongoing series aimed at keeping the investment community informed about recent developments and management's strategic focus. The webcast will be accessible through the Schwab Events website.