Welcome to our dedicated page for Schwab (CHARLES) (The) news (Ticker: SCHW), a resource for investors and traders seeking the latest updates and insights on Schwab (CHARLES) (The) stock.
The Charles Schwab Corporation (NYSE: SCHW) regularly issues news and press releases covering its financial services operations, trading platforms, client activity, and research insights. On this page, readers can find updates tied to Schwab’s brokerage, banking, asset management, custody, and financial advisory businesses, as well as information about its role in retail trading and workplace retirement services.
Company news often highlights trends in client engagement, such as monthly activity reports detailing total client assets, net new assets, new brokerage accounts, daily average trades, margin loan balances, and client cash levels. Schwab also reports on enhancements to its trading experience across Schwab.com, Schwab Mobile, and the thinkorswim® platform suite, including new analytical tools, order features, and support for options and futures trading through its futures and forex subsidiary.
Schwab’s releases feature investor education initiatives and media efforts, including expanded live and virtual education events, Schwab Coaching sessions, and programming from its Schwab Network media affiliate. The company also publishes the Schwab Trading Activity Index™ (STAX), a proprietary measure of sampled retail client positioning and trading behavior, and shares outlooks from the Schwab Center for Financial Research on equities, fixed income, and wealth management topics.
Investors and observers can use this news feed to follow developments such as strategic transactions disclosed in Form 8-K filings, periodic business updates for institutional investors, and announcements related to corporate financing activities. Bookmarking this page provides a centralized view of Schwab’s latest public communications about its markets perspective, platform evolution, and client activity.
Charles Schwab Foundation (SCHW) announced the Schwab Moneywise Momentum Grants, committing up to $2 million in 2026 to support nonprofits expanding access to practical financial education.
Letters of Interest open in May via the online grant portal; resources and program details are at SchwabMoneywise.com. The company also launched a Dollars for Doers employee giving program.
Charles Schwab (SCHW) launched the Schwab Teen Investor account for ages 13–17 with a parent or guardian on March 26, 2026. The joint brokerage offers stock, fractional shares, ETFs, mutual funds, fixed income, and teen-focused education.
Key features: $0 commissions, no minimum deposit, debit card access, 24/7 support, and a $50 fractional-share reward for teens who complete an online course within 45 days.
Forge Global (FRGE) was named to Fast Company’s 2026 list of the World’s Most Innovative Companies in the Finance and Personal Finance category on March 24, 2026. The recognition highlights Forge’s technology and market access work after its recent acquisition by Charles Schwab.
Forge emphasized its decade of private market expertise and plans to expand private market access for investors and advisors under Schwab’s ownership.
Charles Schwab (NYSE:SCHW) will hold a Spring Business Update for institutional investors on Thursday, April 16, 2026, delivered as a live public webcast. The one-hour program runs 7:30–8:30 a.m. CT / 8:30–9:30 a.m. ET and features CEO Rick Wurster and CFO Mike Verdeschi.
Investors can access the webcast at the company events site provided by Charles Schwab.
Charles Schwab (NYSE:SCHW) expanded its Money Talk column on March 16, 2026 by adding three Certified Financial Planners to its roster.
Edwin Espinal, Caylie Taylor, and Jay Wilson join an established group of Schwab advisors to broaden bi-weekly personal finance guidance on SchwabMoneywise.
Charles Schwab (SCHW) reported February 2026 monthly activity: core net new assets were $32.5 billion, which includes a $17.5 billion outflow from a planned mutual fund clearing client deconversion; excluding that item, core net new assets were $50.0 billion.
Total client assets were $12.22 trillion at month-end, up 19% year-over-year and up 1% month-over-month. New brokerage accounts totaled 395,000 (up 9% YoY). February posted record daily average trades of 9.9 million and record client margin loan balances of $120.6 billion. Schwab said quarter-to-date revenue growth accelerated to approximately 16% vs 1Q25.
Charles Schwab (SCHW) reported the Schwab Trading Activity Index™ (STAX) rose to 57.32 in February, up from 49.96 in January, marking the largest month-over-month percentage gain since late 2020 and the highest score since February 2022. STAX has outgained the S&P 500 in six of the last seven months. Schwab said more affluent and older investors, led by Generation X, were net buyers; popular buys included AMZN, MSFT, NVDA, PLTR, NFLX, while clients net sold META, AAPL, VZ, COST, T. Earnings growth for Q4 was 14.2% YoY with 97% of S&P companies reported, per FactSet.
Charles Schwab (NYSE:SCHW) scheduled an Institutional Investor Day for Thursday, May 14, 2026. The live public webcast runs from 8:30 a.m.–2:30 p.m. CT (9:30 a.m.–3:30 p.m. ET) and features executive management and senior leadership discussing recent business developments and strategic focus. The webcast is accessible at the company events site.
Charles Schwab (NYSE:SCHW) completed its acquisition of Forge Global on March 2, 2026, combining Schwab's public-markets capabilities with Forge's private-markets platform. Under the agreement, Forge shareholders received $45 cash per outstanding common share. Integration is underway and Forge will continue operating its business.
Schwab said the deal expands access to private-company shares for individual investors and RIAs and aims to deliver expanded access, value, and transparency over time.
Charles Schwab (SCHW) released its Q1 2026 Trader Sentiment Survey showing a modest decline in bullishness to 52% from 57% in Q4 2025, with the largest drop among young traders (under 40) to 45%. The survey reports broad concerns about valuations, geopolitics, and a possible market correction.
Traders remain active: 83% would buy the dip, 59% are increasing equity exposure, and total client assets stand at $12.15 trillion.