Schwab (CHARLES) Corp. (The) Stock Price, News & Analysis

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.

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.