Charles Schwab Corp (N:SCHW)
Business Focus: Investment Banking & Brokerage Services
Apr 22, 2024 08:00 am ET
Thousands of Charles Schwab Employees Unite in Service to Communities Across the Country for Annual Schwab Volunteer Week
Building on its decades-long commitment to community service, 8,000 Charles Schwab employees will roll up their sleeves to take part in Schwab Volunteer Week. Schwab dedicated two full weeks to employee volunteerism April 22-May 3, offering nearly 700 projects that will benefit more than 350 nonprofits across the United States. The annual tradition helps create meaningful connections and a sense of unity between Schwabbies and the communities where they live and work.
Apr 15, 2024 08:00 am ET
Schwab Reports First Quarter Results
The Charles Schwab Corporation reported first quarter 2024 net revenues of $4.7 billion, reflecting a quarter-over-quarter increase of 6%. Net income for the quarter totaled $1.4 billion, or $.68 diluted earnings per common share. Excluding $140 million of pre-tax transaction-related and restructuring costs, adjusted (1) net income and diluted common earnings per share equaled $1.5 billion and $.74, respectively.
Apr 11, 2024 08:30 am ET
Schwab Introduces Futures, Forex and Portfolio Margin on thinkorswim®
Charles Schwab, a leader in retail investing and trading, today announced the launch of futures and forex trading, as well as portfolio margin, on its thinkorswim platform suite, part of Schwab’s overall trading offer,
Apr 08, 2024 12:30 pm ET
Schwab Trading Activity Index™: Score Ascends to Moderate Levels in March
The Schwab Trading Activity Index™ (STAX) increased to 51.65 in March, up from its score of 47.65 in February. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab’s millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month.
Apr 08, 2024 08:00 am ET
Charles Schwab Named Best Investing Platform Overall by U.S. News
Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second year in a row Schwab has received the best ranking overall from U.S. News. Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Companies were selected for the list by the U.S. News editorial team on the basis of five categories: fees, product and account offerings, usability, research and tools, and customer support.
Apr 04, 2024 08:30 am ET
Ameritrade, Now Part of Charles Schwab, Ranks Highest in Its Segment in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study
Ameritrade, now part of Charles Schwab, ranked #1 and Schwab ranked #2 among do-it-yourself investors nationwide in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study. Ameritrade’s performance in the study, the highest rank it has ever received, reflects the strength of the core Ameritrade platform combined with sustained investment Charles Schwab has made since closing the acquisition in 2020 in client service and relationships, reducing pricing, and launching a satisfaction guarantee, similar to what Schwab introduced to clients in 2017. Schwab’s ranking was driven by strong
Apr 01, 2024 11:00 am ET
Schwab Announces Its Spring Business Update
The Charles Schwab Corporation announced today that it has scheduled a Spring Business Update for institutional investors on Monday, April 15th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 8:00 a.m. - 9:00 a.m. CT, 9:00 a.m. - 10:00 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Mar 21, 2024 11:00 am ET
Schwab Announces Its Institutional Investor Day
The Charles Schwab Corporation announced today that it has scheduled its inaugural Institutional Investor Day on Wednesday, May 22nd. This event, which will be held via live public webcast, is designed to help the investment community keep abreast of recent business developments and the Company’s current strategic focus. The program is scheduled to run from 8:30 a.m. - 2:00 p.m. CT, 9:30 a.m. - 3:00 p.m. ET. Participants will include members of the company’s executive management and senior leadership team.
Mar 14, 2024 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of February 2024 include:
Mar 13, 2024 08:00 am ET
Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family
Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024. Shareholders in the ETFs and mutual funds do not need to take any action. The changes are part of Schwab Asset Management’s continual review of its product set to refine and enhance its product line-up.
Mar 04, 2024 12:30 pm ET
Schwab Trading Activity Index™: Score Continues Month-over-Month Increase in February
The Schwab Trading Activity Index™ (STAX) increased to 47.65 in February, up from its score of 44.73 in January. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab’s millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month.
Feb 22, 2024 08:30 am ET
Schwab Survey: Bullish Sentiment Surges Among Retail Traders
Trader sentiment has turned bullish according to the latest Charles Schwab Trader Sentiment Survey, a quarterly study that explores the outlooks, expectations, and perspectives of traders at Charles Schwab. More than half of respondents (53%) report a bullish outlook on the U.S. stock market – the highest level since the survey began in 2021 and a significant increase from the 32% who were bullish in the fourth quarter of last year. Additionally, 49% of traders believe it’s a good time to invest in equities, up from 41% last quarter.
Feb 14, 2024 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2024 include:
Feb 05, 2024 12:30 pm ET
Schwab Trading Activity Index™: Score Rises Modestly Amid New-Year Rally
The Schwab Trading Activity Index™ (STAX) increased to 44.73 in January, up slightly from its score of 44.56 in December. The STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity to illuminate what investors were actually doing and how they were positioned in the markets each month.
Jan 25, 2024 08:30 am ET
Schwab Launches thinkorswim® ‘Guest Pass’, Offering a 30-Day Test-Drive of Its Award-Winning Trading Platforms
Schwab today announced the launch of thinkorswim Guest Pass, a program that provides 30-day trial access to the thinkorswim trading platform suite without the need for a Schwab account. The firm also announced a new set of enhancements to the trading features and functionality on Schwab.com and Schwab Mobile.
Jan 24, 2024 04:35 pm ET
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable February 23, 2024 to stockholders of record as of the close of business on February 9, 2024.
Jan 17, 2024 07:30 am ET
Schwab Reports Fourth Quarter and Full Year Results
The Charles Schwab Corporation announced today that its net income for the fourth quarter of 2023 was $1.0 billion compared with $2.0 billion for the fourth quarter of 2022. Net income for the twelve months ended December 31, 2023 was $5.1 billion, compared with $7.2 billion for the year-earlier period.
Jan 11, 2024 08:30 am ET
Introducing the Schwab Trading Activity Index™
Schwab today introduced the Schwab Trading Activity Index (STAX), offering timely insights into retail trading behavior from one of the industry’s largest retail investor client bases. Building on the success of the TD Ameritrade Investor Movement Index® (IMXSM), launched in 2013, the STAX is a new p
Dec 18, 2023 09:00 am ET
Schwab Asset Management Announces Zero Capital Gains Distributions for Schwab ETFs for 2023
Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced there will be no capital gains distributions for the 2023 tax year by any of the 30 exchange-traded funds (ETFs) in the Schwab ETF family.
Dec 14, 2023 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of November 2023 include:
Dec 13, 2023 04:45 pm ET
Charles Schwab Celebrates the “Season of Giving” with $750,000 in Nonprofit Grants and 500,000+ Healthy Meals Donated to Hunger Relief Nonprofits
To mark its annual “Season of Giving” program, Charles Schwab is focused on providing hunger relief to communities nationwide by packaging 500,000+ meals, donating thousands of pounds of food, and providing financial support to food banks and other nonprofits through Charles Schwab Foundation.
Dec 06, 2023 11:00 am ET
Schwab Announces Its Winter Business Update
The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Wednesday, January 17th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Dec 06, 2023 09:00 am ET
Schwab Investing Themes™ Puts the Power of Personalized Investing in the Hands of Individual Investors
Charles Schwab today announced the broad availability of Schwab Investing Themes™, a comprehensive thematic investing solution that enables investors to easily research, customize, and invest in more than 40 thematic areas based on their personal passions and interests. Each theme is comprised of up to 25 stocks, and covers topics such as Artificial Intelligence, Aging U.S. Population, Electric Vehicles, Blockchain, U.S. National Defense, Renewable Energy, and Big Data. Schwab Investing Themes has a low investment minimum of just $250 and there is no fee to access the solution. Schwab initiall
Nov 16, 2023 08:30 am ET
Schwab Survey: Trader Sentiment Turns Bearish for the Fourth Quarter, but Remains More Bullish Compared to a Year Ago
Sentiment among traders has turned bearish, but is still more bullish than it was this time last year, according to the latest Charles Schwab Trader Sentiment Survey, a quarterly study that explores the outlooks, expectations, and perspectives of traders at Charles Schwab and TD Ameritrade. The survey found 32% of traders are bullish on the U.S. stock market and 53% are bearish, compared to 44% who said they were bullish and 35% who said they were bearish in Q3. This time last year, only 18% were bullish on U.S. stocks and 68% were bearish.
Nov 14, 2023 08:50 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of October 2023 include:
Oct 26, 2023 09:00 am ET
Fixated on Fixed Income: Millennial ETF Investors Stand out From the Pack for Their Interest, Intentions and Investments in Fixed Income ETFs
Fixed income has been in focus this year and surprisingly, Millennial ETF investors are gravitating toward this asset class more than their older peers, according to the 2023 edition of “ETFs and Beyond,” an annual study by Schwab Asset Management™. Millennials are not only more interested in learning about fixed income, but more of them plan to invest in fixed income ETFs in the next year, and the asset class makes up a larger portion of their portfolios compared to older generations.
Oct 24, 2023 09:00 am ET
Schwab Model Market Center Debuts on Schwab Advisor Center
Schwab Advisor ServicesTM (“Schwab”) announced today that Model Market Center™, the industry’s first model portfolio marketplace, pioneered by TD Ameritrade (“TDA”), is now available on Schwab Advisor Center®. The tool, a technology solution that enables advisors to tap into more than 500 asset allocation models from more than 50 leading money managers, marks the latest milestone in Schwab’s efforts to build the industry’s leading custody platform for registered independent advisors (RIAs).
Oct 19, 2023 05:39 pm ET
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable November 24, 2023 to stockholders of record as of the close of business on November 10, 2023.
Oct 18, 2023 09:00 am ET
Schwab Stock Plan Services Expands International Capabilities, Offers Fully Featured Accounts to 18 Additional Countries
Schwab Stock Plan Services recently expanded availability of fully featured investment accounts to equity compensation plan participants in 18 additional countries. With the expansion, Schwab now offers fully featured accounts for participants in 52 jurisdictions outside the U.S.
Oct 16, 2023 09:30 am ET
Schwab Introduces Schwab Trading Powered by Ameritrade™, Setting a New Standard for the Retail Trading Experience
Schwab today introduced Schwab Trading Powered by Ameritrade, a reimagined trading experience made possible by the combination of two of the industry’s most innovative firms, Charles Schwab and TD Ameritrade. Schwab Trading Powered by Ameritrade unites the award-winning thinkorswim trading platforms with Schwab’s trading capabilities on Schwab.com and Schwab Mobile, alongside extensive trading education and specialized service designed for traders of all types and levels of expertise to create an exceptional trading experience.
Oct 16, 2023 08:00 am ET
Schwab Reports Third Quarter Results
The Charles Schwab Corporation announced today that its net income for the third quarter of 2023 was $1.1 billion compared with $2.0 billion for the third quarter of 2022. Net income for the nine months ended September 30, 2023 was $4.0 billion, compared with $5.2 billion for the year-earlier period.
Oct 11, 2023 09:00 am ET
Schwab 401(k) Study: Gen Z Wants to Retire by 61, but Reports the Greatest Financial Stress, Savings Obstacles
The youngest members of the workforce say they face the most obstacles to saving for a comfortable retirement, yet their timeline to ‘logging off’ for good is the most ambitious, according to Charles Schwab’s annual nationwide survey of 401(k) plan participants. Gen Z workers (21 – 26 years old) want to retire at age 61, but 99% say they are facing obstacles to saving for a comfortable retirement, a nine percent increase over last year and higher compared to 88% of Millennials, 91% of Gen X and 86% of Boomers. Inflation (54%), keeping up with monthly expenses (35%), and paying for unexpected e
Oct 04, 2023 08:00 am ET
Experienced Investors Point to Timeless Principles as Keys to Long-term Investing Success and Satisfaction
Charles Schwab today released results from a comprehensive survey of investors that provides helpful insights into the habits and experiences of its clients and what clients see as critical to their satisfaction and successful outcomes. Among the study’s findings is a strong belief from its more seasoned investors that timeless inv
Sep 28, 2023 10:00 am ET
Investor’s Business Daily Recognizes Charles Schwab Bank as Most Trusted Bank and Charles Schwab as one of the Most Trusted Financial Services Firms in Annual Survey
Charles Schwab Bank was named the most trusted bank by Investor’s Business Daily (IBD) in its 2023 Most Trusted Financial Companies Survey, marking the first year a bank broke into the annual survey’s top 10 since its inception in 2020. Charles Schwab was also named one of the most trusted investment firms, with consumers ranking Schwab among the top two most trusted financial companies across four categories – ETF/Fund Company, Online Broker, Wealth Management and Banking.
Sep 27, 2023 08:45 am ET
Schwab Announces Its Fall Business Update
The Charles Schwab Corporation announced today that it has scheduled a Fall Business Update for institutional investors on Monday, October 16th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 8:00 a.m. - 9:00 a.m. CT, 9:00 a.m. - 10:00 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Sep 27, 2023 08:00 am ET
Schwab Introduces Digital Inheritance Center
As part of its ongoing focus on innovating to make the investing experience easier and more accessible, Charles Schwab has introduced a digital Inheritance Center. The Inheritance Center is an online hub that provides a simple way to manage inheritance tasks, such as opening accounts, submitting forms, and rec
Sep 25, 2023 08:00 am ET
Schwab Asset Management Reduces Fees on Two Fixed Income ETFs, Pricing Its Entire Fixed Income Lineup at Three Basis Points
Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider1 of ETFs, today announced the reduction of operating expense ratios for the Schwab High Yield Bond ETF (SCYB) and the Schwab U.S. TIPS ETF (SCHP), bringing the fees for Schwab Asset Management’s entire lineup of fixed income ETFs to only three basis points. All of Schwab Asset Management’s fixed income ETFs are now among the lowest-priced ETFs in each of their respective Morningstar categories. The price changes go into effect September 25, 2023.
Sep 15, 2023 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of August 2023 include:
Aug 23, 2023 08:30 am ET
Schwab Q3 Trader Sentiment Survey: Recession Expectations Start to Recede as Trader Outlook Brightens in the Third Quarter
After two consecutive quarters of recession anticipation, trader expectations are shifting to a more optimistic sentiment overall about the market environment. The latest Charles Schwab Trader Sentiment Survey reveals that traders are more bullish on the U.S. stock market than they were in the second quarter; for the next three months, 44% are bullish and 35% are bearish, compared to 32% bullish and 52% bearish in Q2.
Aug 14, 2023 07:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of July 2023 include:
Aug 10, 2023 09:00 am ET
Investing in the Next Generation of Talent: Schwab Announces Registered Investment Advisor Talent Advantage Student Scholarship Recipients
Schwab Advisor Services and Charles Schwab Foundation announced today the 12 recipients of its 2023 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship. In its third year, the scholarship aims to provide the next generation of talent with the opportunity to further enrich their learnings and curiosities about the advisory profession by increasing access to the industry. In addition to receiving a $10,000 scholarship for the 2023-2024 academic year, each student will also be matched with a mentor who will share their experiences and provide them with knowledge that will h
Aug 09, 2023 03:10 pm ET
Federman & Sherwood Investigates TD Ameritrade, Inc. and Charles Schwab & Co., Inc. a TD Ameritrade affiliate for Data Breach
The law firm of Federman & Sherwood has initiated an investigation into TD Ameritrade, Inc. & Charles Schwab & Co., Inc. a TD Ameritrade affiliate (“the Companies”) with respect to their recent data breach. On June 26, 2023, The Companies informed clients that the company experienced a data breach after an unauthorized party accessed sensitive consumer data entrusted to the company. According to The Companies, they determined that information stored on their servers may have been subject to unauthorized access between May 28, 2023, and May 30, 2023. The Companies determined that the informatio
Aug 02, 2023 09:00 am ET
Schwab Study: Workers Continue to Prioritize 401(K) Saving Amid Anxiety About Inflation and Market Volatility
Inflation and market volatility are impacting workers’ ability to save for retirement to a greater extent than last year, according to a new survey from Charles Schwab. The annual nationwide survey of 401(k) plan participants finds that 62% of workers see inflation as an obstacle to saving for a comfortable retirement, up from 45% last year, and 42% say stock market volatility is an obstacle, up from 33% last year. Nearly eight in ten (78%) say these conditions are impacting their spending and saving habits, and 36% plan to delay retirement as a result.
Jul 27, 2023 05:00 pm ET
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable August 25, 2023 to stockholders of record as of the close of business on August 11, 2023.
Jul 26, 2023 09:00 am ET
Schwab Retirement Plan Services Expands Defined Benefit and Deferred Compensation Plan Capabilities Through Support Agreements With Conduent and Newport
Schwab Retirement Plan Services (SRPS) today announced plans to launch an expanded set of capabilities to serve defined benefit plans and nonqualified deferred compensation plans. SRPS will work with two recognized industry leaders to help build out the offering -- Conduent Incorporated (Nasdaq: CNDT) in the defined benefit area and Newport, an Ascensus company, in the deferred compensation area. Both firms have more than 40 years of experience offering workplace benefit plans.
Jul 18, 2023 07:45 am ET
Schwab Reports Second Quarter Results
The Charles Schwab Corporation announced today that its net income for the second quarter of 2023 was $1.3 billion compared with $1.8 billion for the second quarter of 2022. Net income for the six months ended June 30, 2023 was $2.9 billion, compared with $3.2 billion for the year-earlier period.
Jul 11, 2023 09:00 am ET
The Schwab High Yield Bond ETF (SCYB) Begins Trading
Today, the Schwab High Yield Bond ETF (NYSE Arca: SCYB) begins trading. The fund, from Schwab Asset Management , the asset management arm of The Charles Schwab Corporation, has an expense ratio of 0.10%, which is priced in line with the lowest fee ETFs in the Morningstar High Yield Bond category.1 The ETF provides simple access to the U.S. dollar denominated high yield corporate bond market and can serve as part of a diversified portfolio.
Jul 10, 2023 08:30 am ET
Schwab Introduces Differentiated Experiences to Support High Net Worth Investors
Charles Schwab & Co., Inc., today announced the introduction of new branded and differentiated client experiences for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Effective today, retail clients with more than $1 million in assets at Schwab will be automatically enrolled in Schwab P
Jun 30, 2023 04:30 pm ET
Charles Schwab Discloses Results of the Federal Reserve’s 2023 Comprehensive Capital Analysis and Review
The Charles Schwab Corporation (CSC or Schwab) announced today that it has received the results of the Federal Reserve’s 2023 Comprehensive Capital Analysis and Review (CCAR). These results included the Federal Reserve’s estimate of Schwab’s minimum capital ratios under the supervisory severely adverse scenario for the nine-quarter horizon beginning December 31, 2022 and ending March 31, 2025. Based on these results, Schwab’s calculated stress capital buffer (SCB) remains well below the 2.5% minimum, resulting in a SCB at that floor.
Jun 29, 2023 08:45 am ET
Schwab Announces Its Summer Business Update
The Charles Schwab Corporation announced today that it has scheduled a Summer Business Update for institutional investors on Tuesday, July 18th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Jun 26, 2023 09:00 am ET
Schwab to Launch the Schwab High Yield Bond ETF
Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab High Yield Bond ETF (NYSE Arca: SCYB). The first day of trading is expected to be on or about July 11.
Jun 14, 2023 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of May 2023 include:
Jun 13, 2023 09:00 am ET
Schwab’s Modern Wealth Survey Reveals Nearly Half of Americans Feel Wealthy…But With a Twist: They Don’t Measure It in Dollars & Cents
There’s a wealth paradox in America, driven by the contrast between how people define wealth for themselves compared to how they define it for others, according to Schwab’s seventh annual Modern Wealth Survey, an examination of how Americans think about saving, spending, investing and wealth.
May 28, 2023 09:45 pm ET
Charles Schwab Congratulates Emiliano Grillo as Champion of the 2023 Charles Schwab Challenge
Charles Schwab is honored to congratulate Emiliano Grillo on his victory at the 2023 Charles Schwab Challenge. With his playoff win, Grillo captured the iconic Leonard Trophy and will have his name etched in granite on the Wall of Champions at Colonial Country Club. He was also presented with a one-of-a-kind, Champion’s Prize ― a custom
May 26, 2023 09:30 am ET
Charles Schwab Recognized by Points of Light as One of the 50 Most Community-Minded Companies in the United States for Seventh Consecutive Year
Today and for the seventh consecutive year, Points of Light, the world’s largest nonprofit dedicated to accelerating people-powered change, recognized Charles Schwab among the 50 most community-minded companies in the U.S.
May 17, 2023 09:00 am ET
New Schwab Data: Participants Choose Virtual 401(k) Education at Record Levels
Worker attendance at educational sessions about 401(k) plans and other financial topics reached new heights in 2022, with virtual live and on-demand sessions driving the most participation, according to new data from Schwab Retirement Plan Services. Participant attendance was up by 5.4% year-over-year, with virtual live meetings accounting for 65% of attendance, while 28% of participants went to on-demand meetings and 7.4% attended in person.
May 12, 2023 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of April 2023 include:
May 10, 2023 08:30 am ET
Schwab Announces Enhancements to Trading Experience on Schwab.com and Schwab Mobile
Charles Schwab today announced several new enhancements to the trading experience on Schwab.com and the Schwab Mobile app designed to help the firm’s clients make more informed trades, as well as build and place orders more quickly and efficiently.
May 02, 2023 12:00 pm ET
2023 Charles Schwab Challenge Champion’s Prize Revealed as a 1973 Schwab Bronco
With less than a month to go before the 2023 Charles Schwab Challenge, the company today unveiled this year’s one-of-a-kind Champion’s Prize — a fully restored and modernized 1973 Schwab Bronco. This unique utility vehicle once again recognizes a significant year in the firm’s history and is designed to pay homage to Schwab’s founding 50 years ago when it started challenging the status quo for its investors. The company also announced several new programming elements for the PGA TOUR event, which is set for Memorial Day Weekend, May 25-28, in Fort Worth, Texas.
Apr 26, 2023 04:57 pm ET
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable May 26, 2023 to stockholders of record as of the close of business on May 12, 2023.
Apr 26, 2023 06:53 am ET
BetterInvesting™ Magazine Update on The Charles Schwab Corp. and Match Group Inc.
TROY, Mich., April 26, 2023 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced The Charles Schwab Corp. (NASDAQ: SCHW) as its "Stock to Study" and Match Group Inc. (NASDAQ: MTCH) as its "Undervalued Stock" in the July 2023 issue for investors' informational and educational use.
Apr 24, 2023 11:35 am ET
Charles Schwab Celebrates 20 years of Schwab Volunteer Week
Charles Schwab today kicked off its annual Volunteer Week, where over one quarter of the firm’s more than 35,000 employees across the U.S. are volunteering to roll up their sleeves and give back to their local communities.
Apr 17, 2023 08:00 am ET
Schwab Reports Strong First Quarter Results
The Charles Schwab Corporation announced today that its net income for the first quarter of 2023 was $1.6 billion, up 14% from $1.4 billion for the first quarter of 2022.
Apr 04, 2023 11:05 am ET
Charles Schwab Ranks #1 in J.D. Power 2023 Full-Service Investor Satisfaction Study℠
Charles Schwab has earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study,SM. With an index score of 752 on a 1,000-point scale, Schwab scored 25 points above the industry average in overall satisfaction.
Apr 03, 2023 09:31 am ET
Thinking about buying stock in BP, General Motors, Charles Schwab, Nio, or Verizon?
NEW YORK, April 3, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for BP, GM, SCHW, NIO, and VZ.
Apr 03, 2023 08:45 am ET
Schwab Announces Its Spring Business Update
The Charles Schwab Corporation announced today that it has scheduled a Spring Business Update for institutional investors on Monday, April 17th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 6:00 a.m. - 7:00 a.m. PT, 9:00 a.m. - 10:00 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Mar 30, 2023 09:00 am ET
Schwab Announces New Personalization and Digital Capabilities for Schwab Personalized Indexing™
Charles Schwab today announced new enhancements to Schwab Personalized Indexing™, its direct indexing solution with tax-loss harvesting and portfolio management capabilities. The enhancements include new options for portfolio customization and digital capabilities for retail clients who work with a Schwab financial consultant. Similar enhancements are anticipated to be available to independent advisors who custody with Schwab later this year.
Mar 29, 2023 09:31 am ET
Thinking about trading options or stock in Charles Schwab, Nike, Meta, Tesla, or Johnson & Johnson?
NEW YORK, March 29, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SCHW, NKE, META, TSLA, and JNJ.
Mar 24, 2023 11:01 am ET
Thinking about buying stock in Bird Global, Block, Boxed, Charles Schwab, or C3.ai?
NEW YORK, March 24, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for BRDS, SQ, BOXD, SCHW, and AI.
Mar 22, 2023 10:56 am ET
Thinking about buying stock in Virgin Orbit, Boxed, Carvana, Advanced Micro Devices, or Charles Schwab?
NEW YORK, March 22, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for VORB, BOXD, CVNA, AMD, and SCHW.
Mar 17, 2023 01:27 pm ET
Charles Schwab Announces Strong Core Net New Assets for Period Ending 3/16/23
The Charles Schwab Corporation today announced it has seen strong inflows from clients over the last week. Over the past five trading days (3/10/23-3/16/23), clients have continued to bring assets to Schwab, with approximately $16.5 billion in core net new assets for the week, demonstrating the trust clients place in Schwab.
Mar 17, 2023 11:56 am ET
Thinking about trading options or stock in Bank of America, Alphabet, Credit Suisse, Charles Schwab, or Barrick Gold?
NEW YORK, March 17, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for BAC, GOOG, CS, SCHW, and GOLD.
Mar 16, 2023 11:14 am ET
Thinking about buying stock in Advanced Micro Devices, Credit Suisse, Charles Schwab, Purecycle Technologies, or Baidu?
NEW YORK, March 16, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for AMD, CS, SCHW, PCT, and BIDU.
Mar 15, 2023 09:36 am ET
Thinking about trading options or stock in Apple, Spotify, Bank of America, Bunge, or Charles Schwab?
NEW YORK, March 15, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for AAPL, SPOT, BAC, BG, and SCHW.
Mar 14, 2023 09:31 am ET
Thinking about trading options or stock in Charles Schwab, MicroStrategy, Bank of America, Apple, or Morgan Stanley?
NEW YORK, March 14, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SCHW, MSTR, BAC, AAPL, and MS.
Mar 13, 2023 11:52 am ET
Thinking about buying stock in Charles Schwab, Ford Motor, Credit Suisse, Rivian Automotive, or JPMorgan Chase?
NEW YORK, March 13, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SCHW, F, CS, RIVN, and JPM.
Mar 13, 2023 08:30 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of February 2023 include:
Mar 09, 2023 09:58 am ET
Thinking about buying stock in Advanced Micro Devices, Meta Platforms, PayPal, Charles Schwab, or SoundHound AI?
NEW YORK, March 9, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for AMD, META, PYPL, SCHW, and SOUN.
Mar 02, 2023 08:08 pm ET
SCHW NOTICE: ROSEN, TRUSTED NATIONAL TRIAL COUNSEL, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued materially misleading business information to the investing public.
Mar 01, 2023 01:47 pm ET
ROSEN, A LEADING AND RANKED FIRM, Encourages The Charles Schwab Corporation Investors with Losses to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued...
Feb 18, 2023 07:03 pm ET
ROSEN, LEADING TRIAL ATTORNEYS, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued...
Feb 14, 2023 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2023 include:
Feb 01, 2023 12:23 pm ET
Schwab Recognized in 2023 FORTUNE World’s Most Admired Companies List for Sixth Consecutive Year
The Charles Schwab Corporation today announced that it has been named as one of FORTUNE magazine’s top 50 World's Most Admired Companies for the sixth consecutive year. The annual survey ranks the world’s largest companies based on attributes related to corporate reputation and financial performance.
Jan 30, 2023 01:16 pm ET
Charles Schwab Named No. 1 Online Broker by Investor’s Business Daily
Charles Schwab has been named the top online brokerage firm by Investor’s Business Daily (IBD). In its 11th annual report of the Best Online Stock Brokers, Schwab ranked first in seven of the 18 performance categories: Customer Service, Investment Research, Timely Information on Market Shifts, Incentives/Disco
Jan 26, 2023 04:50 pm ET
Schwab Declares 14% Increase in Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a 3 cent, or 14%, increase in the regular quarterly cash dividend to $0.25 per common share. The dividend is payable February 24, 2023 to stockholders of record as of the close of business on February 10, 2023.
Jan 24, 2023 09:00 am ET
The Charles Schwab Corporation Expands Capabilities to Serve Multifamily and Single Family Offices Through Acquisition of The Family Wealth Alliance
The Charles Schwab Corporation (“Schwab”) today announced it has acquired The Family Wealth Alliance (“FWA”), a leading community and provider of resources to family wealth firms serving ultra-high net worth clients. Together, Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industry-wide relationships, thought leadership resources, and connections, along with technology to drive growth and success for professionals and organizations focused on ultra-high net worth clients.
Jan 19, 2023 10:00 am ET
Charles Schwab and Girl Scouts of the USA Modernize Curriculum for Financial Literacy Badges
In time for Girl Scout Cookie season, Charles Schwab announced a partnership with Girl Scouts of the USA (GSUSA) to modernize and relaunch the Girl Scouts' financial literacy badges for girls from kindergarten through high school. The new financial literacy curriculum includes topics like building wealth, entrepreneurship, fraud awareness, budgeting for different goals throughout life and investing basics. The emphasis on financial wellness aims to help bridge the gap between what girls learn in school and what they need to feel confident managing finances in life and business.
Jan 18, 2023 08:45 am ET
Schwab Reports Record Full-year Earnings Per Share
The Charles Schwab Corporation announced today that its net income for the fourth quarter of 2022 was $2.0 billion, up 25% from $1.6 billion for the fourth quarter 2021. Net income for the twelve months ended December 31, 2022 was a record $7.2 billion, an increase of 23% versus the prior year.
Jan 05, 2023 08:45 am ET
Schwab Announces Its Winter Business Update
The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Friday, January 27th. This Update, which will be available via webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 8:00 a.m. - 1:00 p.m. CT, 9:00 a.m. - 2:00 p.m. ET. Participants will include members of the company’s executive management and senior leadership team.
Dec 28, 2022 05:45 pm ET
NATIONALLY RANKED ROSEN LAW FIRM Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation - SCHW
NEW YORK, Dec. 28, 2022 /PRNewswire/ --
Dec 16, 2022 09:00 am ET
Schwab Asset Management Announces Zero Capital Gains Distributions for Schwab ETFs for 2022
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation and the fifth largest provider of ETFs with more than $260 billion in assets1, announced today there will be no capital gains distributions for the 2022 tax year by any of the 29 exchange-traded funds (ETFs) in the Schwab ETF family.
Dec 14, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of November 2022 include:
Nov 28, 2022 08:00 pm ET
ROSEN, A LEADING LAW FIRM, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation - SCHW
NEW YORK, Nov. 28, 2022 /PRNewswire/ --
Nov 21, 2022 09:00 am ET
Charles Schwab Announces Recipients of 2022-2023 Financial Planning Scholarships
Charles Schwab today announced the eight scholars to receive funding for the 2022-2023 academic year through its Charles Schwab Scholars in Financial Planning Endowed Scholarship program. Launched in 2021 by the Charles Schwab Foundation, t
Nov 15, 2022 09:00 am ET
Schwab Q4 Trader Sentiment Survey: A Recession May Already Be Here, But Traders Say It Will Be Short Lived
The latest Charles Schwab Trader Sentiment Survey reveals that nearly 60% of traders say it feels like the U.S. is in an economic recession or will be by the end of 2022. Most (55%) say it will last less than one year, but 45% say it will last longer than that. While traders have a predominantly bearish outlook for the U.S. stock market over the next few months, they are confident in their ability to navigate the environment and 91% of traders feel they will reach their financial goals. Still, more than four in 10 traders (42%) are taking on less risk in the current environment.
Nov 14, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of October 2022 include:
Nov 07, 2022 02:25 pm ET
Charles Schwab Foundation Makes Nearly $600,000 in Grants and Scholarships to Support Financial Literacy in Dallas-Fort Worth
Building on its decades-long commitment to financial literacy, Charles Schwab commemorated the one-year anniversary of its signature financial education program, Moneywise America™, by welcoming 220 Uplift Education students to its Westlake headquarters for an all-day financial literacy field trip and surprising students with a $1,000 scholarship to support post-secondary education opportunities.
Nov 07, 2022 09:00 am ET
Schwab to Again Host the Charles Schwab Cup Championship at Phoenix Country Club, Its 19th Year as Sponsor of the Event
Charles Schwab today announced that the company will again host the Charles Schwab Cup Championship, the final event of the PGA TOUR Champions season that culminates with the top 36 players competing in a four-round tournament at Phoenix Country Club. In addition to this year’s champion’s trophy and prize money, Schwab will offer to waive the program fee for the company’s premiere wealth management solution,
Nov 02, 2022 10:30 am ET
Schwab Advisor Services Expands Campaign Educating Investors on the Advantages of Working with Independent Advisors
Schwab Advisor ServicesTM continues to expand and enhance its trailblazing Independent Difference campaign, an education and advertising campaign that uses national TV, print, digital and social media advertising to raise awareness among high-net-worth investors about the many advantages of working with an independent registered investment advisor.
Nov 02, 2022 10:30 am ET
Schwab Advisor Services™ Expands Ability for Matchmaking Between Advisor Firms
Schwab Advisor Services™ is expanding its RIAConnect® platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent. The online community and matching tool, which originated as a TDA initiative, connects firms and advisors on topics related to M&A, talent and succession planning. There are more than 1,000 firms currently on the platform, and they have exchanged more than 11,000 messages since the original launch.
Oct 28, 2022 08:30 am ET
The Charles Schwab Corporation Announces Appointment of New Board Member
The Charles Schwab Corporation today announced its Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately.
Oct 26, 2022 04:47 pm ET
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.22 per common share. The dividend is payable November 25, 2022 to stockholders of record as of the close of business on November 11, 2022.
Oct 25, 2022 09:00 am ET
Schwab 401(k) Study Finds Millennials and Gen Z Take Advantage of Broader Range of Retirement Resources Than Previous Generations
Young workers are relying on more than their 401(k)s to save for retirement as other types of investments play a greater role in their long-term wealth plans, according to the annual nationwide survey of 401(k) plan participants from Schwab Retirement Plan Services. While the 401(k) remains the top retirement savings vehicle for today’s workers overall, Gen Z and Millennial workers are more likely to also invest in cryptocurrency, real estate, annuities, and small businesses, unlike older generations.
Oct 20, 2022 04:54 pm ET
Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E
The Charles Schwab Corporation today announced that it will redeem on December 1, 2022, all of the 6,000 outstanding shares of its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E (“Series E Preferred Stock”), and the corresponding 600,000 depositary shares (“Depositary Shares”), each representing a 1/100th interest in a share of the Series E Preferred Stock. The Depositary Shares (CUSIP 808513 AP0) will be redeemed at a redemption price of $1,000 per Depositary Share.
Oct 17, 2022 08:45 am ET
Schwab Reports Strongest Quarterly Performance in Company History
The Charles Schwab Corporation announced today that its net income for the third quarter of 2022 was a record $2.0 billion compared with $1.8 billion for the second quarter of 2022, and $1.5 billion for the third quarter of 2021. Net income for the nine months ended September 30, 2022 was $5.2 billion, compared with $4.3 billion for the year-earlier period.
Oct 13, 2022 07:00 am ET
Schwab Asset Management™ Pilots New Proxy Polling Solution to Gain Insight Into Shareholder Preferences
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced that it is the first large asset manager to pilot a new proxy polling solution from global fintech firm, Broadridge Financial Solutions, Inc. (NYSE:BR). The new solution allows Schwab Asset Management to poll fund shareholders to understand their overarching preferences regarding key proxy issues.
Oct 12, 2022 09:00 am ET
The Schwab Municipal Bond ETF (SCMB) Begins Trading
Today, the Schwab Municipal Bond ETF (SCMB) begins trading on the NYSE Arca. The fund, from Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is the lowest cost ETF1 to provide access to the broad U.S. investment grade, tax-exempt bond market.
Oct 06, 2022 08:45 am ET
Schwab Announces Its Fall Business Update
The Charles Schwab Corporation announced today that it has scheduled a Fall Business Update for institutional investors on Thursday, October 27th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 10:00 a.m. - 11:00 a.m. PT, 1:00 p.m. - 2:00 p.m. ET. Participants will include Walt Bettinger, Chief Executive Officer; Rick Wurster, President; and Peter Crawford, Chief Financial Officer.
Oct 03, 2022 01:00 pm ET
Schwab Expands Institutional No Transaction Fee Fund Offering for Independent Advisors
Schwab Advisor Services has expanded its institutional no transaction fee (INTF) mutual fund offering for independent registered investment advisors (RIAs). The expanded line-up includes the addition of more than 800 institutional funds, without a transaction fee, from 15 leading third-party asset managers.
Sep 30, 2022 05:13 pm ET
Schwab Declares Preferred Stock Dividend
The Board of Directors of The Charles Schwab Corporation today declared a dividend on the following series of outstanding preferred stock, payable November 1, 2022, to stockholders of record as of the close of business on October 17, 2022:
Sep 28, 2022 09:00 am ET
Schwab to Launch the Schwab Municipal Bond ETF
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab Municipal Bond ETF (NYSE Arca: SCMB). The first day of trading is expected to be on or about October 12.
Sep 27, 2022 09:00 am ET
Schwab Retirement Plan Services Ranks #1 in J.D. Power U.S. Retirement Plan Digital Satisfaction Study for Second Year in a Row
Schwab Retirement Plan Services, Inc. has earned the highest ranking in a tie in overall satisfaction in the J.D. Power 2022 U.S. Retirement Plan Digital Satisfaction Study and also ranked highest in last year’s study. In addition, Charles Schwab ranked highest in the large plan segment in the J.D. Power 2020 (tie) and 2019 U.S. Retirement Plan Participant Satisfaction Studies and the 2018 U.S. Group Retirement Satisfaction Study.
Sep 22, 2022 05:02 pm ET
SCHWAB ANNOUNCES Redemption of All Outstanding Shares of Its Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A
The Charles Schwab Corporation today announced that it will redeem on November 1, 2022, all of the 400,000 outstanding shares of its Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A (“Series A Preferred Stock”) (CUSIP 808513AE5) at a redemption price of $1,000 per share.
Sep 20, 2022 09:00 am ET
Schwab Stock Plan Services Earns Highest Net Promoter Score Client Loyalty Rating in Group Five Benchmarking Study
Schwab Stock Plan Services has earned the highest Net Promoter Score loyalty rating in the 2022 Equity Compensation Administration Benchmarking Study from independent research firm Group Five. Schwab also earned the second-highest ratings in the industry for overall satisfaction and value.
Sep 15, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of August 2022 include:
Sep 13, 2022 09:00 am ET
No Matter the Weather: Despite a Perfect Storm of Market Disruptions, Schwab Study Finds Investors Continue to Favor ETFs
ETF investors have faced a turbulent environment marked by high inflation, rising interest rates and market volatility, yet they have continued investing in ETFs and foresee the product making up a larger share of their portfolios in the future. At the same time, they are also interested in exploring investing options that will allow them to better personalize their portfolios, according to “ETFs and Beyond,” a new study by Schwab Asset Management.
Aug 25, 2022 10:00 pm ET
INVESTOR ACTION ALERT: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / August 25, 2022 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE:SCHW) for violations of the securities laws.
Aug 12, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of July 2022 include:
Aug 10, 2022 08:30 am ET
Schwab Q3 Trader Sentiment Survey: Most Traders See a Recession Beginning This Year
The latest Charles Schwab Trader Sentiment Survey reveals that nine in 10 traders see a U.S. economic recession as somewhat to highly likely and 74% anticipate it will begin this year. The potential of a recession is now the primary concern for 18% of traders, up 6% from the previous quarter. However, a strong majority (69%) expect that a recession would last a year or less and only one in five are moving money out of the stock market to hedge against a continued down market or recession. Many traders also plan to add money to their portfolios at the same rate as last quarter (40%) and most sa
Aug 04, 2022 06:00 am ET
The Schwab Crypto Thematic ETF (STCE) Begins Trading on NYSE Arca
Today the Schwab Crypto Thematic ETF (STCE) begins trading on the NYSE Arca. The fund, from Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, is designed to track a new proprietary index, the Schwab Crypto Thematic Index, and to provide investors with global exposure to companies that may benefit from the development or utilization of cryptocurrencies and other digital assets. With an annual operating expense ratio of 0.30%, STCE is the lowest cost crypto-related ETF available to investors today.1
Aug 02, 2022 03:20 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors The Charles Schwab Corporation - SCHW
Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529,...
Aug 01, 2022 09:59 pm ET
Schwab Repurchases $1 Billion of Shares Held by TD Bank Group
The Charles Schwab Corporation (“Schwab” or the “Company”) announced today that it has purchased approximately 15 million shares of its nonvoting common stock directly from TD Bank Group (“TD Bank") for $1 billion. The shares are being acquired pursuant to Schwab’s recent repurchase authorization. Under the terms of a Repurchase Agreement entered into with a subsidiary of TD Bank, the purchase price paid by Schwab is equal to the lowest price per share that TD Bank received in a contemporaneous share sale facilitated with a third-party market maker, which resulted in a purchase price lower tha
Aug 01, 2022 02:17 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors The Charles Schwab Corporation - SCHW
NEW YORK, Aug. 1, 2022 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or the "Company") (NYSE: SCHW). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Aug 01, 2022 09:00 am ET
Schwab Announces Recipients of Its Registered Investment Advisor Talent Advantage Student Scholarship
Schwab Advisor Services and Charles Schwab Foundation announced today the 12 recipients of its 2022 RIA Talent Advantage (RIATA) Student Scholarship. In its second year, the scholarship continues to help remove financial barriers, advocate for diversity, and open doors for future
Jul 29, 2022 09:26 am ET
Schwab Launches Its First Crypto-related ETF—the Schwab Crypto Thematic ETF
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab Crypto Thematic ETF (NYSE Arca: STCE). The first day of trading is expected to be on or about August 4, 2022. The fund is designed to track Schwab Asset Management’s new proprietary index, the Schwab Crypto Thematic Index, providing investors with global exposure to companies that may benefit from the development or utilization of cryptocurrencies and other digital assets. With an annual operating expense ratio of 0.30%, STCE will be the lowest cost crypto-related ETF a
Jul 28, 2022 08:45 am ET
The Charles Schwab Corporation Names CEO Walt Bettinger Co-Chairman of its Board of Directors
The Charles Schwab Corporation today announced its board of directors has unanimously approved the appointment of Chief Executive Officer Walter W. Bettinger II as Co-Chairman of the Schwab Board of Directors, along with Founder and Co-Chairman Charles R. Schwab. In addition to becoming Co-Chairman for The Charles Schwab Corporation, Mr. Bettinger will become Co-Chairman of the boards of the firm’s banking subsidiaries: Charles Schwab Bank, SSB (CSB); Charles Schwab Premier Bank, SSB (CSPB); and Charles Schwab Trust Bank (CSTB).
Jul 27, 2022 04:21 pm ET
Schwab Authorizes $15 Billion Stock Repurchase, Declares 10% Increase in Quarterly Common Stock Dividend, and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today authorized additional repurchases of the company’s common stock and declared a 2 cent, or 10% increase in the quarterly cash dividend to $0.22 per common share. The dividend is payable August 26, 2022 to stockholders of record as of the close of business on August 12, 2022.
Jul 27, 2022 01:00 pm ET
Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces Investigation of The Charles Schwab Corporation (SCHW) on Behalf of Investors
Glancy Prongay & Murray LLP (“GPM”), a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE:
Jul 27, 2022 10:00 am ET
INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of The Charles Schwab Corporation (SCHW) on Behalf of Investors
Law Offices of Howard G. Smith announces an investigation on behalf of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW) investors concerning the Company’s possible violations of federal securities laws.
Jul 26, 2022 08:03 pm ET
The Law Offices of Frank R. Cruz Announces Investigation of The Charles Schwab Corporation (SCHW) on Behalf of Investors
The Law Offices of Frank R. Cruz announces an investigation of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE:
Jul 26, 2022 06:12 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors The Charles Schwab Corporation - SCHW
Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529,...
Jul 26, 2022 09:00 am ET
Schwab Study Shows Workers Struggling Against Inflation to Save and Invest for Retirement
Inflation is now the top obstacle to saving for a comfortable retirement, according to a new survey from Schwab Retirement Plan Services. The annual nationwide survey of 401(k) plan participants finds that workers rank inflation (45%) ahead of other obstacles including keeping up with monthly expenses (35%), stock market volatility (33%), and unexpected expenses (33%).
Jul 21, 2022 08:18 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors The Charles Schwab Corporation - SCHW
NEW YORK, July 21, 2022 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or the "Company") (NYSE: SCHW). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Jul 18, 2022 08:45 am ET
Schwab’s Second Quarter Revenues Rise 13% to Surpass $5 Billion
The Charles Schwab Corporation announced today that its net income for the second quarter of 2022 was a record $1.8 billion compared with $1.4 billion for the first quarter of 2022, and $1.3 billion for the second quarter of 2021. Net income for the six months ended June 30, 2022 was $3.2 billion, compared with $2.7 billion for the year-earlier period. During the quarter, acquisition and integration-related costs and the amortization of acquired intangibles totaled $94 million and $154 million, respectively, on a pre-tax basis. In addition, the company’s second quarter of 2021 included a charg
Jul 17, 2022 04:18 pm ET
ROSEN, SKILLED INVESTOR COUNSEL, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued...
Jul 15, 2022 04:53 pm ET
ROSEN, RESPECTED INVESTOR COUNSEL, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation - SCHW
NEW YORK, July 15, 2022 /PRNewswire/ --
Jul 14, 2022 08:45 am ET
Schwab Announces Its Summer Business Update
The Charles Schwab Corporation announced today that it has scheduled a Summer Business Update for institutional investors on Thursday, July 28th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 8:00 a.m. - 9:00 a.m. PT, 11:00 a.m. - 12:00 p.m. ET. Participants will include Walt Bettinger, Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Jul 13, 2022 08:54 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors The Charles Schwab Corporation - SCHW
NEW YORK, July 13, 2022 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or the "Company") (NYSE: SCHW). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Jul 12, 2022 11:00 am ET
With New Digital Onboarding Enhancements, Schwab Advisor Services Makes it Easier to Open Multiple Client Accounts for Households
Schwab Advisor ServicesTM has introduced new enhancements to its industry-leading digital onboarding capabilities, enabling independent advisors to open and fund up to 10 new client accounts in one “digital envelope,” which clients can authorize with just a few clicks on their desktop or mobile device.
Jul 07, 2022 06:08 pm ET
ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages The Charles Schwab Corporation Investors with Losses to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, continues its investigation of potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued...
Jul 04, 2022 09:00 pm ET
SCHWAB ALERT: Bragar Eagel & Squire, P.C. is Investigating The Charles Schwab Corporation on Behalf of Schwab Stockholders and Encourages Investors to Contact the Firm
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against The Charles Schwab Corporation (“Schwab” or the “Company”) (NYSE: SCHW, SCHW-PD, SCHW-PJ) on behalf of Schwab stockholders. Our investigation concerns whether Schwab has violated the federal securities laws and/or engaged in other unlawful business practices.
Jul 01, 2022 09:00 pm ET
SCHWAB ALERT: Bragar Eagel & Squire, P.C. is Investigating The Charles Schwab Corporation on Behalf of Schwab Stockholders and Encourages Investors to Contact the Firm
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against The Charles Schwab Corporation (“Schwab” or the “Company”) (NYSE: SCHW, SCHW-PD, SCHW-PJ) on behalf of Schwab stockholders. Our investigation concerns whether Schwab has violated the federal securities laws and/or engaged in other unlawful business practices.
Jun 30, 2022 11:27 am ET
SCHW EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages The Charles Schwab Corporation Investors with Losses to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Charles Schwab may have...
Jun 27, 2022 04:30 pm ET
Charles Schwab Discloses Results of the Federal Reserve’s 2022 Comprehensive Capital Analysis and Review
The Charles Schwab Corporation (CSC or Schwab) announced today that it has received the results of the Federal Reserve’s 2022 Comprehensive Capital Analysis and Review (CCAR). These results included the Federal Reserve’s estimate of Schwab’s minimum capital ratios under the supervisory severely adverse scenario for the nine-quarter horizon beginning December 31, 2021 and ending March 31, 2024. Based on these results, Schwab’s calculated stress capital buffer (SCB) was well below the 2.5% minimum, resulting in an SCB at that floor.
Jun 21, 2022 08:00 am ET
Schwab Asset Management Reduces Fees on 10 Funds
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today the reduction of the operating expense ratios of 10 passively managed ETFs and actively managed mutual funds. These changes are in addition to the fee reductions that took place in December 2021 for five of the seven fixed income ETFs listed below. Additionally, in February of this year the net operating expense ratio of the Schwab International Opportunities Fund (SWMIX), an actively managed mutual fund, was reduced to 0.83% from 1.25%.*
Jun 19, 2022 11:30 am ET
ONGOING INVESTIGATION NOTICE: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / June 19, 2022 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors ofThe Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE:SCHW) for violations of the securities laws.
Jun 16, 2022 03:15 pm ET
ONGOING INVESTIGATION ALERT: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / June 16, 2022 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors ofThe Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE:SCHW) for violations of the securities laws.
Jun 16, 2022 01:06 pm ET
Charles Schwab Recognized by Points of Light for Driving Social Impact in Communities
Today and for the sixth consecutive year, Points of Light, the world’s largest nonprofit dedicated to accelerating people-powered change, recognized Charles Schwab among the 50 most community-minded companies in the U.S.
Jun 16, 2022 11:30 am ET
Entering Its Third Decade, Schwab’s Premier Advisory Solution Announces Plans for New Name That Reflects Comprehensive Wealth Management Capabilities
Charles Schwab & Co., Inc., today announced plans to change the name of its premier advisory solution, which made its debut two decades ago. Next month, Schwab Private Client (SPC) will be renamed Schwab Wealth Advisory (SWA) to better reflect the depth of wealth advisory experience, dedicated service, and ongoing enhancements to investing solutions delivered to its more than 70,000 households representing approximately $146 billion in assets as of December 31, 2021.
Jun 15, 2022 11:20 am ET
INVESTIGATION REMINDER: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm
The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation (“Charles Schwab” or “the Company”) (NYSE:
Jun 14, 2022 07:14 pm ET
INVESTIGATION ALERT: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm
The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation (“Charles Schwab” or “the Company”) (NYSE:
Jun 14, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of May 2022 include:
Jun 13, 2022 06:14 pm ET
SCHW INVESTOR NOTICE: Rosen Law Firm Encourages The Charles Schwab Corporation Investors with Losses to Inquire About Securities Class Action Investigation – SCHW
WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Charles Schwab may have issued materially misleading business information to the investing public.
Jun 13, 2022 10:02 am ET
Schwab Statement on Settlement With SEC Related to 2015-2018 Disclosures for Schwab Intelligent Portfolios®
The Charles Schwab Corporation today announced it has reached a settlement with the U.S. Securities and Exchange Commission to resolve an investigation into historical disclosures related to the Schwab Intelligent Portfolios (SIP) advisory solution. The company issued the following statement:
Jun 07, 2022 01:30 pm ET
Charles Schwab Ranks Fifth Overall and First for Banking and Financial Services on Forbes’ 2022 List of “Best Employers for New Graduates”
Charles Schwab has been named as one of Forbes Best Employers for New Graduates for 2022, ranking fifth overall and first among banking and financial services companies.
Jun 02, 2022 09:00 am ET
Schwab Report: Self-Directed 401(k) Balances Down, Investors Hold Steady as S&P 500 Experiences First Correction in Two Years
According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs), the average account balance across all participant accounts finished Q1 2022 at $332,017
May 31, 2022 09:35 am ET
Schwab Q2 Retail Client Sentiment Survey: More Than Half of Investors Are Now Bearish but Majority Plan To Stay Invested and Remain Confident About Long-Term Goals
Investors feel more bearish about the stock market according to Charles Schwab’s Q2 2022 Retail Client Sentiment Report of over 1,000 retail clients. More than half (57%) of respondents have a bearish outlook on
May 18, 2022 08:00 am ET
The Rise of Values Investing: Schwab’s Modern Wealth Survey Finds Values are Driving Spending, Saving & Investing Decisions of Americans More Than Ever
Almost three-quarters of Americans (73%) say their personal values guide how they make life decisions more today than they did two years ago, and nearly an equal number (69%) say that supporting causes they care most about are a top consideration when it comes to their financial decisions, according to Schwab’s sixth annual Modern Wealth Survey, an examination of how Americans think about saving, spending, investing and wealth.
May 17, 2022 04:41 pm ET
Schwab Declares Preferred Stock Dividend
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a dividend on the following series of outstanding preferred stock, payable August 1, 2022, to stockholders of record as of the close of business on July 15, 2022:
May 13, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of April 2022 include:
May 11, 2022 09:00 am ET
Schwab Q2 Trader Sentiment Survey: More Than Half of Traders Say the Market is Due for a Significant Correction in the Second Quarter
The latest Charles Schwab Trader Sentiment Survey reveals that more than half (53%) of traders say the market is due for a significant correction in the second quarter of 2022, and fewer than a third (30%) think the market will perform well. Six in 10 (61%) traders remain confident in their investment decision-making, although less than half (43%) feel it’s a good time to invest in equities. Chief among traders’ concerns are inflation and the geopolitical landscape, and they’re taking specific actions to hedge against both. While most traders (68%) expect sooner relief, nearly one third (32%)
May 03, 2022 09:30 am ET
2022 Charles Schwab Challenge Champions Prize Revealed as the 1979 Schwab Firebird
With less than a month to go before the 2022 Charles Schwab Challenge, the company today unveiled this year’s one-of-a-kind Champion’s Prize — a fully restored and modernized 1979 Schwab Firebird. The car is designed to recognize a significant year in the firm’s history, during which Schwab made the first in a long line of major investments in technology and innovation, a central element of its ongoing success. The company also announced several new programming elements for the PGA TOUR event, which is set for Memorial Day Weekend, May 26-29, in Fort Worth, TX.
Apr 27, 2022 04:54 pm ET
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.20 per common share. The dividend is payable May 27, 2022 to stockholders of record as of the close of business on May 13, 2022.
Apr 27, 2022 08:00 am ET
Schwab Introduces Third-Party ESG Ratings for Individual Stocks
Charles Schwab today announced that it has begun providing clients with access to MSCI’s Environmental, Social, and Governance (ESG) Ratings for individual securities. The ratings are now available to clients through the Research tool on Schwab.com or by viewing the stock’s Schwab Equity Ratings® Report.
Apr 25, 2022 11:00 am ET
Schwab Volunteer Week Draws Record Employee Participation with Return to In-Person Volunteering
Amid the ongoing pandemic, which has significantly limited community service opportunities, a record-breaking 9,000 Charles Schwab employees have volunteered to roll up their sleeves and give back to their local communities through Schwab Volunteer Week. This year’s event marks the return of in-person volunteering since the beginning of the pandemic, while virtual options are still available to offer flexible and safe ways to participate.
Apr 21, 2022 04:08 pm ET
Schwab Advisor Services Announces Platform Integration With Salesforce Financial Services Cloud
Schwab Advisor Services is developing a new app integration with Salesforce Financial Services Cloud, a significant enhancement for registered investment advisors (RIAs) on the Schwab platform.
Apr 21, 2022 11:00 am ET
Charles Schwab Foundation Supports Newly Formed AP Personal Finance Journalism Beat Team
Charles Schwab Foundation and the Associated Press today announced a two-year project to advance explanatory journalism on financial literacy that will help spread personal finance knowledge to historically underrepresented audiences.
Apr 19, 2022 11:00 am ET
Thinking about trading options or stock in Johnson & Johnson, Halliburton, Advanced Micro Devices, Marriott International, or Charles Schwab?
NEW YORK, April 19, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for JNJ, HAL, AMD, MAR, and SCHW.
Apr 19, 2022 10:29 am ET
Retirement Reimagined: Empowered by Early Savings, Millennials Are Reshaping What It Means to Retire, With an Emphasis on Flexibility and New Experiences
Millennials have an evolving vision of retirement, different from previous generations, according to Schwab’s new Retirement Reimagined Study that uses advanced predictive modeling techniques to forecast key differences in how Millennials, Gen X and Boomers will approach saving for and living in retirement. The first of its kind study also projects four distinct retirement personas that Millennials could fall into as many of them transition to retirement around 2050.
Apr 18, 2022 11:01 am ET
Thinking about trading options or stock in Occidental Petroleum, Charles Schwab, Freeport-McMoRan, Burlington Stores, or Arch Resources?
NEW YORK, April 18, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for OXY, SCHW, FCX, BURL, and ARCH.
Apr 18, 2022 08:45 am ET
Schwab Reports First Quarter Results
The Charles Schwab Corporation announced today that its net income for the first quarter of 2022 was $1.4 billion compared with $1.6 billion for the fourth quarter of 2021, and $1.5 billion for the first quarter of 2021. During the quarter, certain acquisition and integration-related costs and the amortization of acquired intangibles totaled $96 million and $154 million, respectively, on a pre-tax basis.
Apr 13, 2022 08:00 am ET
Schwab Launches Schwab Personalized Indexing™
Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities, is now available to both registered investment advisors and retail investors. Schwab believes investors of all asset levels get the most value out of direct indexing with the help of an advisor or financial consultant. Clients interested in enrolling in Schwab Personalized Indexing will work with a Schwab financial consultant to open an account or talk to their Registered Investment Advisor. Investors can learn more about the product’s
Apr 07, 2022 08:45 am ET
Schwab Announces Its Spring Business Update
The Charles Schwab Corporation announced today that it has scheduled a Spring Business Update for institutional investors on Thursday, April 21st. This Update, which will be held via webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 8:00 a.m. - 9:00 a.m. PT, 11:00 a.m. - 12:00 p.m. ET. Participants will include Walt Bettinger, Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.
Apr 05, 2022 08:00 am ET
Longstanding Disparity Between Black and White Investors Narrows, But New Risks Emerge
Against the backdrop of unprecedented stock market volatility since the beginning of the pandemic, the 2022 Ariel-Schwab Black Investor Survey reveals investor participation is at historic lows for both Black and white Americans. In 2022, just 58% of Black Americans and 63% of white Americans own stocks, compared to survey peaks: 74% of Black investors in 2002 and 86% of white investors in 2015.
Mar 31, 2022 08:00 am ET
Schwab Introduces Schwab Personalized Indexing™
Charles Schwab today announced the upcoming public launch of Schwab Personalized Indexing™, a new direct indexing solution that brings powerful tax management and portfolio management capabilities to a wider spectrum of both registered investment advisors and retail investors. The firm, which filed documents with the Securities & Exchange Commission today, expects Schwab Personalized Indexing to be available to the public by the end of April.
Mar 29, 2022 05:27 pm ET
Schwab Declares Preferred Stock Dividend
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a dividend on the following series of outstanding preferred stock, payable May 2, 2022, to stockholders of record as of the close of business on April 15, 2022:
Mar 22, 2022 11:01 am ET
Thinking about trading options or stock in Occidental Petroleum, Anaplan, Upstart, Block, or Charles Schwab?
NEW YORK, March 22, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for OXY, PLAN, UPST, SQ, and SCHW.
Mar 22, 2022 09:00 am ET
New Schwab Data: Virtual 401(k) Education Is on the Rise, Reaching More Workers More Efficiently Than Ever
Workers attended more virtual education sessions last year than ever before to learn about their 401(k) plans and other financial topics, according to new data from Schwab Retirement Plan Services. Participant viewership for virtual live and on-demand sessions was up 33% year-over-year in 2021 as the number of onsite in-person meetings dropped to near zero because of the pandemic.
Mar 17, 2022 09:31 am ET
Thinking about trading options or stock in Williams-Sonoma, Ralph Lauren, Hess, Charles Schwab, or CME Group?
NEW YORK, March 17, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for WSM, RL, HES, SCHW, and CME.
Mar 16, 2022 12:15 pm ET
Thinking about trading options or stock in Starbucks, Upstart, J B Hunt, Charles Schwab, or Ulta Beauty?
NEW YORK, March 16, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SBUX, UPST, JBHT, SCHW, and ULTA.
Mar 16, 2022 09:00 am ET
Schwab’s New Thematic Stock Lists Make It Easier for Individuals to Invest According to Their Interests and Values
As part of its effort to help clients personalize how they invest, Charles Schwab today announced the launch of thematic stock lists, a new resource designed for self-directed investors who want to invest in stocks aligned with their personal interests and values. Using Schwab’s thematic stock lists – one of the largest theme-base
Mar 14, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of February 2022 include:
Mar 10, 2022 04:48 pm ET
Schwab Fundamental International Index Mutual Fund Recognized as Best-in-Class by Refinitiv Lipper Fund Awards for Second Consecutive Year
Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today that the Schwab Fundamental International Large Company Index Fund (SFNNX) has received a 2022 US Refinitiv Lipper Fund Award for outstanding fund performance in the International Multi-Cap Value Funds category.
Mar 08, 2022 08:00 am ET
Schwab Advisor Services Expands Events & Education Line-Up
Schwab Advisor Services is expanding its annual event and education line-up with a new conference experience—ENGAGE—designed specifically for the needs of emerging, growth-minded advisors.
Mar 04, 2022 05:39 pm ET
Charles Schwab Set to Join S&P 100; BellRing Brands to Join S&P MidCap 400; Cerence to Join S&P SmallCap 600
NEW YORK, March 4, 2022 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 100, S&P MidCap 400 and S&P SmallCap 600:
Mar 01, 2022 09:00 am ET
Schwab Report: Self-Directed 401(k) Balances Higher as Investors Remain Resilient Through Volatility In 2021
According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs), the average account balance across all participant accounts finished Q4 2021 at $352,764
Feb 24, 2022 01:12 pm ET
Schwab Asset Management Announces ETF Share Splits
The ETF share splits will apply to shareholders of record as of the close of markets on March 8, 2022, payable after the close of the markets on March 10, 2022. Shares will begin trading at their post-split price on March 11, 2022.
Feb 23, 2022 09:00 am ET
Schwab Introduces Online Financial Planning Action Center
As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab today announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab Financial Consultant, Schwab Private Client Advisor, or Portfolio Solutions Group Consultant to track and complete tasks within their financial plan, communicate questions, and help work toward improving financial outcomes long-term. The Financial Planning Action Center is available as of February 23rd, 2022.
Feb 17, 2022 12:30 pm ET
Schwab Q1 Retail Client Sentiment Survey: Investors Divided on Stock Market Sentiment But Majority Feel Better Off Financially Compared to a Year Ago
Investors are divided in their sentiment toward the stock market, according to Charles Schwab’s Q1 2022 Retail Client Sentiment Report of over 1,000 retail clients. Almost half (44%) of respondents have a bearish outlook on the U.S. stock m
Feb 14, 2022 08:45 am ET
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2022 include:
Feb 10, 2022 09:00 am ET
Schwab Q1 Trader Sentiment Survey: Bulls Outnumber Bears But Inflation Concerns Abound
The latest Charles Schwab Trader Sentiment Survey reveals that bulls outnumber bears among active traders, with 46% reporting a bullish outlook for the U.S. stock market for the first three months of the year compared with 39% who are bearish. But nearly nine out of ten (88%) traders are concerned about inflation and many are taking action to hedge against it. At the sector level, traders are most bullish on Energy (63%), Finance (57%), and Health Care (54%) and most bearish on Information Technology (38%), Real Estate (37%), and Consumer Discretionary (31%).
Feb 02, 2022 12:51 pm ET
Schwab Recognized in 2022 Fortune World’s Most Admired Companies List for Fifth Consecutive Year
The Charles Schwab Corporation announced that it has been named as one of Fortune magazine’s top 50 World's Most Admired Companies for the fifth consecutive year. The annual survey ranks the world’s largest companies based on attributes related to corporate reputation and financial performance.
Jan 31, 2022 10:00 am ET
Thinking about trading options or stock in Chevron, Caterpillar, Citrix Systems, Charles Schwab, or EXACT Sciences?
NEW YORK, Jan. 31, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for CVX, CAT, CTXS, SCHW, and EXAS.
Jan 26, 2022 04:51 pm ET
Schwab Declares 11% Increase in Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a 2 cent, or 11%, increase in the regular quarterly cash dividend to $0.20 per common share. The dividend is payable February 25, 2022 to stockholders of record as of the close of business on February 11, 2022.
Jan 19, 2022 08:00 am ET
Independent Advisors Expect Continued Growth Over the Next Five Years and Most See It Coming From New-to-Firm Clients
Continued growth lies ahead for the independent advice industry according to registered investment advisors (RIAs) surveyed in Schwab Advisor Services’ latest Independent Advisor Outlook Study (IAOS). Nearly all firms (93%) expect growth will continue over the next five years, with a projected uptick of 17% in terms of the average net new assets expected per year over this time.
Jan 18, 2022 08:45 am ET
Schwab Reports Record Quarterly and Full-Year Earnings Per Share
The Charles Schwab Corporation announced today that its net income for the fourth quarter of 2021 was a record $1.6 billion compared with $1.5 billion for the third quarter of 2021, and $1.1 billion for the fourth quarter of 2020. Net income for the twelve months ended December 31, 2021 was a record $5.9 billion, compared with $3.3 billion for the year-earlier period. The company’s financial results include TD Ameritrade from October 6, 2020 forward, as well as certain acquisition and integration-related costs and the amortization of acquired intangibles. For the fourth quarter and the twelve
Jan 05, 2022 08:31 am ET
Thinking about trading options or stock in Beyond Meat, Pfizer, Ford, Deere & Company, or Charles Schwab?
NEW YORK, Jan. 5, 2022 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for BYND, PFE, F, DE, and SCHW.
Dec 20, 2021 12:00 pm ET
Home of College World Series to Be Named ‘Charles Schwab Field Omaha’
The Charles Schwab Corporation today announced the company is retaining exclusive naming rights to the home of the NCAA Division I Men’s College World Series through 2029, which it obtained from its October 2020 acquisition of TD Ameritrade. Effective in 2022, the 24,000-seat baseball stadium and entertainment complex in downtown Omaha will be renamed, Charles Schwab Field Omaha. The firm also revealed new branding signage for the venue.
Dec 20, 2021 08:00 am ET
Schwab Asset Management Announces Zero Capital Gains Distributions for Schwab ETFs For 2021
“Schwab ETFs have helped to lower fees dramatically across the ETF industry for the benefit of all investors,” said David Botset, Head of Equity Product and Strategy, Schwab Asset Management. “In addition to providing low-cost investment choices, Schwab Asset Management works hard to create tax efficiency for Schwab ETF investors in all types of market environments, including strong market return years such as 2021.”
Dec 15, 2021 09:00 am ET
Introducing Schwab Starter Kit™ – Designed to Support First-Time Investors
Schwab today introduced the Schwab Starter Kit™, a new experience that will provide beginner investors with $50 to split across the top five stocks in the S&P 500, access to tailored educational content designed to be easily digestible for someone getting started, and curated easy-to-use investing tools and resources.
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