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 (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.
Charles Schwab Foundation (SCHW) is providing a $1.5 million, three-year grant to Junior Achievement USA to scale Experiential Learning Centers nationwide. The funding will support up to six new centers per year, add AI-powered student tools, and mobilize Schwab employee volunteers to expand financial and career education.
Last year, more than 700,000 students experienced a JA ELC; the grant builds on a 30-year Schwab–JA partnership.
Charles Schwab (NYSE:SCHW) reported January 2026 monthly activity: core net new assets of $27.8 billion and total client assets of $12.15 trillion, up 18% year-over-year and up 2% month-over-month. New brokerage accounts totaled 476,000, daily average trades were 9.5 million, and margin loans finished at $116.3 billion.
Transactional sweep cash decreased $20.4 billion to $433.3 billion, a change described as consistent with normal January seasonality.
Charles Schwab (NYSE:SCHW) reported the Schwab Trading Activity Index (STAX) rose to 49.96 in January from 48.48 in December, a 3.05% monthly gain and its highest reading since February 2025. Net buying was concentrated in Information Technology, driving STAX to outgain the S&P 500 in five of six months.
Blended S&P 500 earnings grew about 11% year-over-year by late January, the S&P 500 traded above 7,000 intraday, and age cohorts showed Generation X most aggressively positioned while Generation Z was least active.
The Charles Schwab Corporation (NYSE:SCHW) declared a 19% increase in its quarterly common dividend to $0.32 per share, payable February 27, 2026 to holders of record on February 13, 2026. The Board also declared preferred stock dividends for Series D, H, I, J and K payable March 2, 2026.
Preferred dividend highlights: depositary-share payouts include $0.3720 (Series D), $10.00 (Series H), $10.00 (Series I), $0.27825 (Series J) and $12.50 (Series K) for the December 1, 2025–February 28, 2026 period.
Charles Schwab (NYSE: SCHW) announced executive transitions effective July 1, 2026, including two planned retirements and organizational realignments across banking, audit, wealth advisory, technology, operations, and data.
Paul Woolway and Mitch Mantua will retire; Tyler Woulfe and Jessica Bramhall assume bank and audit leadership. Neesha Hathi and Dennis Howard gain expanded roles reporting to CEO Rick Wurster.
Charles Schwab (NYSE:SCHW) was named #1 Overall Broker in StockBrokers.com’s 2026 Annual Awards for the second consecutive year, earning top category rankings in Mobile Trading Apps, Advanced Trading, Ease of Use, Customer Service, and High Net Worth Investors. StockBrokers.com’s awards are based on research across 300+ data variables and seven categories. Schwab said it handled about 10% of total US notional trading volume in 2025 and is the leading retail broker by daily average trades. Schwab also won industry awards for Active Trading Desktop Platform and Stock Research.