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    Charles Schwab Corporation

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    The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

    IPO Year:

    Exchange: NYSE

    Website: schwab.com

    Recent Analyst Ratings for Charles Schwab Corporation

    DatePrice TargetRatingAnalyst
    4/8/2026$110.00Outperform
    Keefe Bruyette
    12/11/2025$119.00Buy
    UBS
    10/3/2025$110.00Outperform
    BMO Capital Markets
    6/9/2025$82.00Sell → Neutral
    Redburn Atlantic
    4/25/2025$100.00Neutral → Buy
    Goldman
    4/8/2025$76.00Equal-Weight → Overweight
    Morgan Stanley
    4/2/2025$102.00Buy → Neutral
    Citigroup
    4/2/2025$102.00Neutral → Buy
    Citigroup
    2/18/2025$88.00 → $103.00Hold → Buy
    TD Cowen
    1/22/2025$89.00 → $93.00Equal Weight → Overweight
    Wells Fargo
    See more ratings

    Charles Schwab Corporation Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

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    Keefe Bruyette resumed coverage on Charles Schwab with a new price target

    Keefe Bruyette resumed coverage of Charles Schwab with a rating of Outperform and set a new price target of $110.00

    4/8/26 8:35:44 AM ET
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    UBS resumed coverage on Charles Schwab with a new price target

    UBS resumed coverage of Charles Schwab with a rating of Buy and set a new price target of $119.00

    12/11/25 9:06:22 AM ET
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    BMO Capital Markets initiated coverage on Charles Schwab with a new price target

    BMO Capital Markets initiated coverage of Charles Schwab with a rating of Outperform and set a new price target of $110.00

    10/3/25 8:37:41 AM ET
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    Charles Schwab upgraded by Redburn Atlantic with a new price target

    Redburn Atlantic upgraded Charles Schwab from Sell to Neutral and set a new price target of $82.00

    6/9/25 7:43:40 AM ET
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    Charles Schwab upgraded by Goldman with a new price target

    Goldman upgraded Charles Schwab from Neutral to Buy and set a new price target of $100.00

    4/25/25 8:23:09 AM ET
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    Charles Schwab upgraded by Morgan Stanley with a new price target

    Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00

    4/8/25 9:16:39 AM ET
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    Charles Schwab downgraded by Citigroup with a new price target

    Citigroup downgraded Charles Schwab from Buy to Neutral and set a new price target of $102.00

    4/2/25 10:18:04 AM ET
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    Charles Schwab upgraded by Citigroup with a new price target

    Citigroup upgraded Charles Schwab from Neutral to Buy and set a new price target of $102.00

    4/2/25 8:43:28 AM ET
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    Investment Bankers/Brokers/Service
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    Charles Schwab upgraded by TD Cowen with a new price target

    TD Cowen upgraded Charles Schwab from Hold to Buy and set a new price target of $103.00 from $88.00 previously

    2/18/25 8:21:26 AM ET
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    Charles Schwab upgraded by Wells Fargo with a new price target

    Wells Fargo upgraded Charles Schwab from Equal Weight to Overweight and set a new price target of $93.00 from $89.00 previously

    1/22/25 7:50:57 AM ET
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    Charles Schwab Corporation SEC Filings

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    SEC Form 8-K filed by Charles Schwab Corporation

    8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    6/1/26 5:00:25 PM ET
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    SEC Form 8-K filed by Charles Schwab Corporation

    8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    5/22/26 4:30:19 PM ET
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    SEC Form 8-K filed by Charles Schwab Corporation

    8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    5/21/26 4:38:54 PM ET
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    SEC Form 424B5 filed by Charles Schwab Corporation

    424B5 - SCHWAB CHARLES CORP (0000316709) (Filer)

    5/20/26 4:57:45 PM ET
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    SEC Form FWP filed by Charles Schwab Corporation

    FWP - SCHWAB CHARLES CORP (0000316709) (Subject)

    5/18/26 8:59:23 PM ET
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    SEC Form 424B5 filed by Charles Schwab Corporation

    424B5 - SCHWAB CHARLES CORP (0000316709) (Filer)

    5/18/26 8:40:51 AM ET
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    SEC Form 10-Q filed by Charles Schwab Corporation

    10-Q - SCHWAB CHARLES CORP (0000316709) (Filer)

    5/8/26 4:17:08 PM ET
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    SEC Form SCHEDULE 13G filed by Charles Schwab Corporation

    SCHEDULE 13G - SCHWAB CHARLES CORP (0000316709) (Subject)

    4/29/26 5:41:41 PM ET
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    SEC Form 144 filed by Charles Schwab Corporation

    144 - SCHWAB CHARLES CORP (0000316709) (Subject)

    4/28/26 10:35:00 AM ET
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    SEC Form 8-K filed by Charles Schwab Corporation

    8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

    4/22/26 5:10:42 PM ET
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    Charles Schwab Corporation Insider Trading

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    Director Adams John K Jr was granted 1,602 shares, increasing direct ownership by 3% to 50,711 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/28/26 6:43:44 PM ET
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    Investment Bankers/Brokers/Service
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    Director Ruffel Charles A. was granted 1,602 shares, increasing direct ownership by 16% to 11,381 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/28/26 6:29:33 PM ET
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    Director Schwab-Pomerantz Carolyn was granted 1,602 shares, increasing direct ownership by 17% to 11,226 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/28/26 5:34:06 PM ET
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    Director Dea Joan was granted 1,602 shares, increasing direct ownership by 6% to 28,440 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/28/26 5:05:34 PM ET
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    President & CEO Wurster Richard A bought $1,849,512 worth of shares (21,959 units at $84.23), increasing direct ownership by 11% to 218,409 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/28/26 4:24:48 PM ET
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    Director Brown Marianne Catherine was granted 1,602 shares, increasing direct ownership by 10% to 17,353 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/27/26 9:49:08 PM ET
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    Director Dodds Christopher V was granted 1,602 shares, increasing direct ownership by 39% to 5,669 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/27/26 9:13:59 PM ET
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    Director Herringer Frank C was granted 1,602 shares, increasing direct ownership by 15% to 12,268 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/27/26 8:53:52 PM ET
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    Director Sneed Paula A was granted 1,602 shares, increasing direct ownership by 20% to 9,675 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/27/26 8:49:02 PM ET
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    Director Ellis Stephen A was granted 1,602 shares, increasing direct ownership by 24% to 8,262 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/27/26 8:37:15 PM ET
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    Charles Schwab Corporation Press Releases

    Fastest customizable press release news feed in the world

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    Schwab Announces Latest Round of Enhancements to Retail Trading Experience

    Key Takeaways: Charles Schwab has enhanced its trading experience and introduced its first 24/7 product, select cryptocurrency futures trading, on its thinkorswim® platforms. Additional enhancements include expected price range information for marginable securities (Schwab.com), dividend reinvestment (Schwab Mobile), and more. Schwab has also expanded fractional/notional trading to include most U.S. stocks and ETFs, allowing clients to invest for a set dollar amount, with a new minimum of $1. Charles Schwab, a leader in investing and trading with $12.61 trillion in total client assets and 10.3 million daily average trades in April 2026, today announced the latest enhancements to

    6/2/26 8:00:00 AM ET
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    Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year

    Additional awards include Best Investing Platform for Stock Trading, Options Trading, Day Trading and Forex Trading For the fourth consecutive year, Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in its 2026 U.S. News Money Awards. Schwab was also awarded Best Investing Platform in the following categories: Stock Trading, Options Trading, Day Trading, and Forex Trading. Companies were selected for the list by the U.S. News editorial team based on fees, account offerings, usability, customer support and more. "We're honored to be recognized by U.S. News as the Best Investing Platform Overall for the fourth year running," said Jonatha

    5/21/26 8:30:00 AM ET
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    Schwab Q2 Retail Client Sentiment Report: Investors Turn Bearish on U.S. Stock Market but Remain Confident in their Investing Approach and Likelihood of Reaching Goals

    Active traders see rising economic risks but plan to buy the dip if opportunity arises Young investors still adding to their portfolios and seeking guidance amidst bearishness Charles Schwab, a leader in investing and trading with $5.3 trillion in retail client assets, 27 million retail brokerage accounts, and 7.7 million daily average retail trades in Q1 2026, today released its Q2 2026 Retail Client Sentiment Report, which finds that stock market sentiment is net bearish for the quarter with geopolitical and global macroeconomic issues as the leading concerns for the firm's retail clients. According to Schwab's Q2 Retail Client Sentiment Report: Twenty-eight percent of Schwab cli

    5/20/26 8:30:00 AM ET
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    Schwab Reports Monthly Activity Highlights

    The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of April 2026 include: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260514285596/en/ Core net new assets brought to the company in April totaled $7.2 billion. Consistent with prior years, these flows reflect the impact of client tax disbursements during the month. Total client assets equaled $12.61 trillion as of month-end April, up 27% from April 2025 and up 7% compared to March 2026. New brokerage accounts opened during the month totaled 437,000, flat compared to April 2025. Daily average trades reached a rec

    5/14/26 8:30:00 AM ET
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    Charles Schwab Launches AI-Powered Capability That Helps Investors Understand Portfolio Performance and Market Activity

    Nearly 70% of retail clients believe AI can play a meaningful role in investing when paired with human expertise, according to Schwab research Charles Schwab today announced the availability of the firm's first generative artificial intelligence capability for retail investor clients. Designed to help provide greater clarity to investing, the capability delivers insights that bring together portfolio performance, relevant market news, and curated Schwab Center for Financial Research (SCFR) commentary in one simple view to provide context on factors that may potentially be impacting a client's portfolio and why. Schwab research shows growing client interest in using AI as part of the inv

    5/5/26 9:00:00 AM ET
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    Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I

    The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2026, it will redeem all of the 20,554 outstanding shares of its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I ("Series I Preferred Stock", CUSIP 808513BK0), and the corresponding 2,055,433 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series I Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 1, 2026 to holders of record at the close of

    5/4/26 4:05:00 PM ET
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    Schwab Trading Activity Index™: STAX Score Drops in April as Retail Clients Cut Tech Exposure

    Second consecutive month-over-month decline is the largest in a year despite major indexes rebounding The Schwab Trading Activity Index™ (STAX) decreased to 50.10 in April, down from its score of 56.04 in March. 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. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260504816030/en/ "Retail clients turned more cautious in April, leading to a second c

    5/4/26 12:30:00 PM ET
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    NYSE Content Update: Artemis II Crew to Take Part in 'Bell Moment' at NYSE

    NYSE issues a pre-market daily advisory direct from the trading floor.NEW YORK, May 1, 2026 /CNW/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.  Ashley Mastronardi delivers the pre-market update on May 1stEquities are little changed Friday morning after the S&P 500 closed above 7,200 for the first time and clinched its best month since November 2020.Global X NYSE 100 ETF component Apple beat analyst estimates on the top and bottom lines, with outgoing CEO Tim Cook calling iPhone sales 'extraordinary.'BNY (NYSE:BK) has in

    5/1/26 8:55:00 AM ET
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    Schwab Marks Second Annual National Investing Day with Industry and Community Partners

    Charles Schwab Foundation commits more than $20 million supporting youth financial education over the next three years Charles Schwab today kicked off the second annual National Investing Day, bringing together organizations from the financial industry and nonprofit community to participate in the day dedicated to investor education and empowerment. National Investing Day is grounded in a simple idea: while millions of Americans participate in the markets, many still lack the confidence or resources to see themselves as investors. Expanding access to credible, early education remains a critical step in closing that gap. Now in its second year, National Investing Day is building momentum

    5/1/26 4:00:00 AM ET
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    Early Start, Long-Term Mindset: Teens Increasingly Interested in Investing

    Seventy percent of teens say they are highly interested in investing, according to Schwab research Investing is now a family matter with teens looking to invest directly and their parents wanting them to start out the right way, according to the 2026 Schwab Teen Investing Survey. According to new data released today, seven in 10 teenagers (70%), ages 13-17, say they are very or extremely interested in investing and nearly three-quarters (73%) of parents say it is very important for teens to learn about investing. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260428924357/en/Parents and teens agree on a lot when it comes to in

    4/28/26 6:00:00 AM ET
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    Charles Schwab Corporation Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

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    President & CEO Wurster Richard A bought $1,849,512 worth of shares (21,959 units at $84.23), increasing direct ownership by 11% to 218,409 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    5/28/26 4:24:48 PM ET
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    Co-Chairman and CEO Bettinger Walter W bought $1,656,500 worth of shares (25,000 units at $66.26), increasing direct ownership by 3% to 827,377 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    7/19/24 5:23:54 PM ET
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    President Wurster Richard A bought $620,454 worth of shares (10,000 units at $62.05), increasing direct ownership by 7% to 144,228 units (SEC Form 4)

    4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

    7/19/24 5:19:55 PM ET
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    Charles Schwab Corporation Leadership Updates

    Live Leadership Updates

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    Charles Schwab Invites the Industry to Come Together for National Investing Day

    Charles Schwab & Co. is inviting firms across the financial services industry to join in the second annual National Investing Day, a collective opportunity to educate people about the power of investing and help them build confidence in their financial futures. Taking place May 1, National Investing Day is designed as a shared moment for financial institutions, advisors and organizations to engage people wherever they are on their investing journey, spotlighting the enduring value of long-term investing and the role education plays in helping investors get invested and stay invested with confidence over time. This year's efforts focus on strengthening investor understanding and promoting

    4/14/26 9:00:00 AM ET
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    Charles Schwab Corporation Announces Executive Transitions

    The Charles Schwab Corporation (NYSE:SCHW) today announced several executive transitions, including two planned retirements and organizational updates. Charles Schwab Bank Leadership Transition Paul Woolway, CEO of Charles Schwab Bank, will retire on July 1, 2026, after more than 16 years with the company. Tyler Woulfe, Managing Director, Banking & Trust Services, will succeed Woolway as President and CEO of Charles Schwab Bank, effective July 1, 2026, and will report to Neesha Hathi, Managing Director, Wealth Advisory and Banking Services. Internal Audit Leadership Transition Mitch Mantua, General Auditor, also retires on July 1, 2026, after a decade of service. Jessica Bramhall, M

    1/29/26 4:15:00 PM ET
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    Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors

    Charles Schwab today announced the launch of the inaugural National Investing Day, an investor education and empowerment initiative encouraging people to dedicate at least one day in the year to explore how they can get invested and stay invested for a strong financial future. Taking place each year on May 1, National Investing Day aims to raise awareness about the power of long-term investing, providing accessible tools and resources for individuals at every stage of their financial journey. "At Schwab we believe that investing is a purposeful act of optimism," said Rick Wurster, president and chief executive officer at Charles Schwab. "Our goal in launching National Investing Day is to

    5/1/25 5:00:00 AM ET
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    Charles Schwab Extends Partnership With National Youth Development Organization 4-H

    New grant aims to continue bringing financial empowerment resources and education to young people across the country Charles Schwab is extending its long-standing partnership with National 4-H Council (4-H), America's largest youth development organization that reaches nearly six million young people each year. Originally launched in 2019, the partnership has already made significant strides empowering thousands of youth across the country with essential financial literacy skills through Smart Cents, a research-backed financial literacy program for youth ages 8-18 delivered through local teachers and educators. This new grant will build upon the existing grant work of both organizations b

    4/21/25 8:00:00 AM ET
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    Walt Bettinger to Retire as CEO

    Will Continue Serving as Executive Co-Chairman of the Board of Directors Rick Wurster Named CEO to Succeed Bettinger The Charles Schwab Corporation today announced, as part of its multi-year succession plan, that Walt Bettinger has notified the Board of Directors of his intention to retire as Chief Executive Officer effective December 31, 2024. Rick Wurster, President of Schwab since 2021, will be named President and CEO and will join the Schwab Board of Directors, effective January 1, 2025. Bettinger will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. Bettinger has successfully led Schwab as CEO since late 2008. Some of the ma

    10/1/24 8:00:00 AM ET
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    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. Schwab-Pomerantz is currently a managing director at Charles Schwab & Co., leading the firm's efforts across financial literacy, community service and philanthropy. She is also a recognized personal finance expert and author, known for her popular investing advice column Ask Carrie. She originally joined the firm in 1983 and began her tenure in client-facing and product roles. She has served as Board Chair of the Charles Schwab Foundation since 2014 and as Board Chair of Schwab Charitable since 2012. She is Chair of the National

    10/28/22 8:30:00 AM ET
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    The Charles Schwab Corporation Names CEO Walt Bettinger Co-Chairman of its Board of Directors

    Bettinger to Share Board Leadership Responsibilities with Charles R. Schwab in Addition to Chief Executive Role 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). These changes reflect Mr. Schwab's and the board's

    7/28/22 8:45:00 AM ET
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    The Charles Schwab Corporation Announces the Promotion of Rick Wurster to President

    The Board of Directors of The Charles Schwab Corporation announced today the appointment of Rick Wurster as President of The Charles Schwab Corporation, effective October 15, 2021. In his new role, Mr. Wurster will report to Walt Bettinger, Chief Executive Officer of The Charles Schwab Corporation. Mr. Wurster is currently a Managing Director and head of Schwab Asset Management. He joined Schwab in early 2016 and has worked closely with Mr. Bettinger and other Schwab executives over the past five years. Before joining Schwab, Mr. Wurster was employed at Wellington Management and McKinsey & Company. He has a Master of Business Administration from The Tuck School of Business at Dartmouth and

    10/12/21 8:45:00 AM ET
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    Charles Schwab Corporation Large Ownership Changes

    This live feed shows all institutional transactions in real time.

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    SEC Form SC 13G filed by Charles Schwab Corporation

    SC 13G - SCHWAB CHARLES CORP (0000316709) (Subject)

    11/13/24 1:18:52 PM ET
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    SEC Form SC 13G/A filed by Charles Schwab Corporation (Amendment)

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/13/24 5:01:02 PM ET
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    SEC Form SC 13D/A filed by Charles Schwab Corporation (Amendment)

    SC 13D/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/24/23 9:56:00 PM ET
    $SCHW
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    SEC Form SC 13G/A filed by Charles Schwab Corporation (Amendment)

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/9/23 11:12:45 AM ET
    $SCHW
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    SEC Form SC 13G/A filed by Charles Schwab Corporation (Amendment)

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/9/22 3:33:36 PM ET
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    SEC Form SC 13G/A filed

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/11/21 3:54:05 PM ET
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    SEC Form SC 13G/A filed

    SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

    2/10/21 10:46:44 AM ET
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    Charles Schwab Corporation Financials

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    Schwab Announces Latest Round of Enhancements to Retail Trading Experience

    Key Takeaways: Charles Schwab has enhanced its trading experience and introduced its first 24/7 product, select cryptocurrency futures trading, on its thinkorswim® platforms. Additional enhancements include expected price range information for marginable securities (Schwab.com), dividend reinvestment (Schwab Mobile), and more. Schwab has also expanded fractional/notional trading to include most U.S. stocks and ETFs, allowing clients to invest for a set dollar amount, with a new minimum of $1. Charles Schwab, a leader in investing and trading with $12.61 trillion in total client assets and 10.3 million daily average trades in April 2026, today announced the latest enhancements to

    6/2/26 8:00:00 AM ET
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    Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I

    The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2026, it will redeem all of the 20,554 outstanding shares of its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I ("Series I Preferred Stock", CUSIP 808513BK0), and the corresponding 2,055,433 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series I Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 1, 2026 to holders of record at the close of

    5/4/26 4:05:00 PM ET
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    Schwab Declares Quarterly 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 $0.32 per common share. The dividend is payable May 22, 2026 to stockholders of record as of the close of business on May 8, 2026. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable June 1, 2026 to stockholders of record as of the close of business on May 15, 2026: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: March 1, 2026-May 31, 2026 $14.88 $0.372000

    4/23/26 4:18:00 PM ET
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    Client Growth & Engagement Drive Record Schwab 1Q Results

    March Core Net New Assets Equal $79.7 Billion, Second Highest Month Ever Robust Engagement Drove 1Q Net Revenues to a Record $6.5 Billion, Up 16% Year-Over-Year Record GAAP Earnings Per Share of $1.37; $1.43 Adjusted (1) – up 38% versus 1Q25 The Charles Schwab Corporation reported net income for the first quarter totaling $2.5 billion, or earnings per share of $1.37. Excluding $143 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.6 billion and $1.43, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260416458593/en/ Client Driven Growth   $140B 1Q2

    4/16/26 7:30:00 AM ET
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    Schwab Declares 19% 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 5 cent, or 19%, increase in the regular quarterly cash dividend to $0.32 per common share. The dividend is payable February 27, 2026 to stockholders of record as of the close of business on February 13, 2026. Co-Chairman Walt Bettinger commented, "This dividend increase reflects the Board's confidence in our ability to continue to drive profitable growth through-the-cycle as we advance our ‘Through Clients' Eyes' strategy." In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable March 2, 2026 to stockholders of record as of the clos

    1/29/26 4:18:00 PM ET
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    Most ETF Investors Can Envision Moving to ETF-Only Portfolios With Half Saying It Could Be in the Next Five Years

    The momentum continues: With more ways to invest than ever before, investors are expanding their investing horizons and choosing ETFs to help get them where they want to go Amid an expanding universe of new investing products, asset classes and strategies, ETFs are playing a dual role in investor portfolios – serving as low-cost building blocks and a flexible entry point for exposure to more specialized areas. According to Schwab Asset Management's 2025 "ETFs and Beyond" study, most ETF investors (62%) can envision putting their entire investment portfolios into ETFs – with half (50%) saying they could be fully invested in ETFs in the next five years, signaling growing affinity for and rel

    11/6/25 9:00:00 AM ET
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    Charles Schwab to Acquire Forge Global, Creating Premier Destination to Democratize Access to Private Markets

    The Charles Schwab Corporation (Schwab) today announced it has entered into a definitive agreement to acquire Forge Global Holdings, Inc. (NYSE:FRGE) (Forge) in a transaction valued at approximately $660 million. Forge operates the premier private market platform and a leading trading marketplace through which investors have bought and sold more than $17 billion in private company shares1. Forge offers qualified* investors a range of direct and indirect opportunities to participate in the private markets. Its combination of a direct marketplace, private company solutions, and proprietary data helps enhance private market access and transparency for qualified investors. The company also has

    11/6/25 6:30:00 AM ET
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    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 $0.27 per common share. The dividend is payable November 28, 2025 to stockholders of record as of the close of business on November 14, 2025. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable December 1, 2025 to stockholders of record as of the close of business on November 14, 2025: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: September 1, 2025-November 30, 2025 $1

    10/23/25 4:20:00 PM ET
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    Schwab Reports Record Revenue and Earnings

    Third Quarter Core Net New Assets Equal $137.5 Billion, Up 44% Year-Over-Year 3Q Net Revenues Up 27% Year-Over-Year to $6.1 Billion Quarterly GAAP Earnings Per Share of $1.26, $1.31 Adjusted (1) – up 70% versus 3Q24 The Charles Schwab Corporation reported net income for the third quarter totaling $2.4 billion, or $1.26 earnings per share. Excluding $127 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.5 billion and $1.31, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251016176801/en/ Client Driven Growth   44% 3Q25 Core NNA Growth v

    10/16/25 7:30:00 AM ET
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    Schwab Authorizes $20 Billion Stock Repurchase, Declares 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 regular quarterly cash dividend of $0.27 per common share. The dividend is payable August 22, 2025 to stockholders of record as of the close of business on August 8, 2025. As of June 30, 2025 the Share Repurchase Program had approximately $6.9 billion of share repurchases remaining under a prior authorization. The Board's decision today has replaced this authorization with approval to repurchase a total of $20 billion of its common stock. Shares may be repurchased through open market or privately negotiated transactions based on preva

    7/24/25 4:35:00 PM ET
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