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

Charles Schwab (SCHW) published findings from its 2025 “ETFs and Beyond” study showing growing investor adoption of ETFs. Key takeaways: 62% of ETF investors can envision entire portfolios in ETFs and 50% say that could happen within five years. 66% of ETF investors began using ETFs within the past five years. Cost is the top selection factor (59%), and 94% say ETFs help keep costs down. Investors plan to add index and active ETFs (~66% and 65%), increase fixed income allocations (40%), and show strong interest in specialty ETFs including dividend and crypto-focused products.

Charles Schwab (NYSE: SCHW) agreed to acquire Forge Global (NYSE: FRGE) for about $660 million, paying $45 cash per share. The deal unites Schwab’s scale — 46 million client accounts and $11.6 trillion in client assets — with Forge’s private‑markets marketplace that has facilitated more than $17 billion of private share transactions through Sept. 30, 2025.

The transaction is unanimously approved by both boards, supported by Forge’s two largest holders, and is expected to close in the first half of 2026, subject to shareholder and regulatory approvals. Schwab says the acquisition will expand retail access to private securities and integrate private stock plan administration with liquidity solutions.

Charles Schwab (SCHW) expanded Schwab Advisor ProDirect™, now making the fee-based membership program available to current independent RIA client firms as well as advisors newly moving to independence, with the first mixed cohort starting in January.

The program targets advisory firms with $50M–$300M client assets and offers a four-part framework—Launch, Learn, Connect, Grow—plus peer sessions and curated resources to help firms scale operations, increase AUM, and improve enterprise value. Schwab cited its 2025 RIA Benchmarking Study showing AUM +16.6% and revenue +17.6% YoY as context for the expansion.

Charles Schwab (SCHW) released its Q4 2025 Trader Sentiment Survey showing traders remain cautiously bullish despite valuation and macro worries. Key figures: $11.59 trillion in client assets, 57% of traders describe themselves as bullish, 67% say the market is overvalued (up from 57% last quarter), and 57% view stagflation as somewhat/very likely in the next 12–18 months.

Other notable findings: 70% are confident in decision making, 63% expect a weakening labor market, and 52% plan to move money into individual stocks over the next three months.

Charles Schwab (SCHW) launched its annual Season of Giving to support hunger relief, mobilizing employees and grants to aid communities nationwide.

Key metrics: more than 1,000,000 meals packed and distributed by over 4,000 employees, $300,000 in Charles Schwab Foundation grants to hunger-relief organizations, and nearly 8,000 volunteer hours supporting food banks, soup kitchens, and local service projects.

The program includes large-scale meal-packing events with partners like Harvest Pack and continues Schwab’s broader community efforts, including paid volunteer time off and charitable donation matching.

The Charles Schwab Corporation (NYSE:SCHW) declared a regular quarterly common stock dividend of $0.27 per share, payable November 28, 2025 to shareholders of record as of November 14, 2025.

The board also declared dividends on multiple preferred stock series, payable December 1, 2025 to holders of record as of November 14, 2025. Key preferred payouts include: Series D $14.88 per share ($0.372000 per depositary share), Series F $2,500.00 per share ($25.000000 per depositary share), Series H $1,000.00 per share ($10.000000 per depositary share), Series I $1,000.00 per share ($10.000000 per depositary share), Series J $11.13 per share ($0.278250 per depositary share), and Series K $1,250.00 per share ($12.500000 per depositary share).

Charles Schwab (NYSE:SCHW) released the 2025 Modern Wealth Survey showing Americans are broadening portfolios beyond stocks and bonds to diversify and pursue returns.

Key findings: 67% say successful investing requires looking beyond stocks/bonds, 42% call the 60/40 portfolio outdated, 35% currently own crypto and 65% of crypto investors plan to increase allocations over the next 20 years. Interest in alternatives is high (45%) and 57% of investors say modern portfolios may benefit from professional guidance.

Charles Schwab (NYSE:SCHW) reported record 3Q25 results: net revenues $6.1B (up 27% YoY) and GAAP net income of $2.36B with GAAP EPS of $1.26 (adjusted EPS $1.31).

Key operational metrics: core net new assets $137.5B (+44% YoY), total client assets $11.59T (+17% YoY), >1M new brokerage accounts (4th straight quarter), and daily average trading volume 7.4M (+30% YoY).

Capital actions: repurchased 28.9M shares for $2.7B in 3Q25 (YTD capital return $8.5B). Net interest margin rose 21 bps to 2.86%; bank supplemental funding fell $12.9B to $14.8B.

Schwab (NYSE:SCHW) launched Schwab Private Issuer Equity Services on October 8, 2025, a full equity management solution for late‑stage private companies preparing for IPO. The service combines Schwab's stock plan expertise with Qapita's equity management platform and includes configurable cap‑table tools, automated workflows, employee guidance, and a scalable implementation team intended to ease the transition to public markets. Schwab also made a Series B investment in Qapita as part of the strategic collaboration; deal terms were not disclosed.