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

Charles Schwab (NYSE:SCHW) has reported strong growth metrics in its August 2025 Monthly Activity Report. The company saw core net new assets rise 35% year-over-year to $44.4 billion, while total client assets reached $11.23 trillion, marking a 15% increase from August 2024 and a 2% growth from July 2025.

The brokerage demonstrated robust client engagement with 382,000 new brokerage accounts opened during the month, up 18% year-over-year. Trading activity remained vigorous with over 7 million daily average trades for the eighth consecutive month, while client margin loan balances grew 6% month-over-month. Transactional sweep cash experienced a slight decline of $0.8 billion, ending at $406.7 billion.

Charles Schwab (NYSE:SCHW) reported that its Trading Activity Index (STAX) increased to 43.69 in August 2025, up 4.55% from July's 41.79, reaching a five-month high. The index, which analyzes retail investor behavior across millions of Schwab accounts, showed increased buyer confidence amid lower market volatility, with the VIX hitting a 2025 low of 14.12.

Despite weak economic indicators, including disappointing July nonfarm payrolls and high PPI data, investors remained active buyers. The S&P 500 showed solid Q2 earnings growth of nearly 12%. Fed Chairman Powell indicated potential rate cuts in September following weak job market signals. Popular buys among Schwab clients included NVIDIA, Palantir, and UnitedHealth, while investors net sold shares of Apple, Meta, and Reddit.

Charles Schwab (NYSE:SCHW) has announced its 35th annual IMPACT® conference, scheduled for November 4-6, 2025, in Denver, Colorado. The event, recognized as the nation's largest gathering of independent registered investment advisors (RIAs), will feature notable speakers including social health expert Kasley Killam, leadership thinker Simon Sinek, and Charles Schwab CEO Rick Wurster.

The conference will showcase educational sessions, market insights from Schwab experts, and networking opportunities. Highlights include a Student Union featuring next-generation RIAs, updates on Enterprise Solutions, and new data on AI adoption in advisory practices. The event will conclude with a celebration featuring a performance by four-time Grammy Award winner Keith Urban.

Charles Schwab (NYSE:SCHW) has announced 15 recipients for its 2025 RIATA Student Scholarship program, marking the initiative's fifth year. Each student will receive $15,000 for the 2025-2026 academic year, along with one-on-one mentorship opportunities with independent RIA leaders.

The program, which attracted over 600 applications from 60+ universities, aims to support future financial advisors and address industry growth needs. According to Schwab's 2025 RIA Benchmarking Study, 74% of firms plan to hire in 2025, with more than a third recruiting directly from colleges and universities.

Recipients will also participate in Schwab's 2025 IMPACT Conference in Denver, joining 80 other students for industry networking and educational programming.

Charles Schwab (NYSE:SCHW) has released its July 2025 Monthly Activity Report, showcasing strong growth across key metrics. The company achieved a record $46.9 billion in core net new assets, representing a 62% increase from July 2024.

Total client assets reached $10.96 trillion, marking a 15% year-over-year increase and a 2% rise from June 2025. The company opened 377,000 new brokerage accounts, up 15% from the previous year. Trading activity remained strong with over 7 million daily average trades for the seventh consecutive month, while client margin loan balances grew 4% month-over-month. However, transactional sweep cash decreased by $4.6 billion to $407.5 billion due to client purchasing activity and advisory fee payments.

Charles Schwab (NYSE:SCHW) reported that its Trading Activity Index (STAX) increased to 41.79 in July from 40.66 in June, indicating cautious optimism among retail investors despite market highs. The reading ranks "low" compared to historic averages.

Market conditions showed reduced volatility with the VIX falling below 15, while economic indicators remained positive with 147,000 U.S. jobs created in June and unemployment dropping to 4.1%. Inflation concerns emerged as June CPI rose 2.7% annually, up from 2.4% in May.

Schwab clients were net sellers of equities, particularly in Information Technology, while showing buying interest in Communication Services, Health Care, and Financials. Top bought stocks included NVIDIA, Tesla, and Palantir, while Apple, Ford, and AMD were among the most sold.

Charles Schwab (NYSE:SCHW) has released its Q3 2025 Trader Sentiment Survey, revealing a significant surge in market optimism. Bullish sentiment doubled to 57% of traders, marking the highest level since 2022. Despite this optimism, 57% of traders believe the market is overvalued, and 85% expect volatility to remain steady or increase through 2025.

The survey shows that 80% of traders plan to 'buy the dip' in Q3, up from 61% in Q2. Regarding inflation, 55% expect it to remain steady, while 29% anticipate it will reignite. Sector-wise, traders are most bullish on IT (63%), Energy (56%), and Finance (51%). Asset class sentiment shows strong bullishness toward AI stocks (62%), growth stocks (56%), and domestic stocks (55%).

Charles Schwab (NYSE:SCHW) released its annual 401(k) plan participant survey, revealing a decline in retirement confidence amid persistent inflation concerns. Only 34% of participants feel very likely to achieve their savings goals, down from 43% in 2024. Despite economic pressures, savers are maintaining 401(k) contributions, with just 11% reducing their contributions.

The study shows participants expect to need $1.6 million for retirement and anticipate their savings lasting 22 years. Workers estimate 401(k)s will provide 45% of their retirement income, up 2% from last year. Notably, Gen Z shows the highest retirement confidence at 53%, expecting to retire at age 62. The survey also highlights that 74% of workers wouldn't accept a job without a 401(k), and 57% report their employers have taken actions to help manage financial stress.

Charles Schwab (NYSE:SCHW) has announced a significant expansion of its share repurchase program, authorizing $20 billion in stock buybacks, replacing the previous authorization which had $6.9 billion remaining. The company also declared a regular quarterly cash dividend of $0.27 per common share, payable August 22, 2025.

The Board of Directors also declared dividends on multiple series of preferred stock, all payable September 2, 2025. As of June 30, 2025, Schwab had 1.822 billion weighted-average common and common equivalent shares outstanding.

Management highlighted the company's strong balance sheet, diversified financial model, and robust capital levels as key factors enabling both continued client growth support and stockholder capital returns.