Description: Charles Schwab's consensus analyst price target has been modestly lowered, slipping from $111.95 to $111.61. Analyst opinions have become more varied following the company's latest earnings report. The recent change reflects a balance between healthy growth indicators and ongoing concerns about competitive and operational pressures. Investors can monitor these evolving shifts in sentiment to stay informed about Charles Schwab's narrative. Stay updated as the Fair Value for Charles Schwab...

Description: For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Description: Interactive Brokers' tech edge, global expansion and rising trading activity fuel its long-term growth appeal.

Description: HOOD's 244% YTD surge, bold crypto plays and rapid global expansion spark debate over its lofty valuation. Is the stock worth buying on its growth story?

Description: The Charles Schwab Corporation (NYSE:SCHW) is one of the best large cap stocks to invest in for the long term. Barclays analyst Benjamin Budish reiterated a Buy rating on The Charles Schwab Corporation (NYSE:SCHW) on November 17, setting a $115 price target. The company reported its monthly activity highlights for October on November 17, reporting […]

Description: FULT's $243M all-stock deal for BLFY accelerates its push into northern New Jersey while boosting earnings and expanding its customer reach.

Description: Charles Schwab (SCHW) has been on investors’ minds this month, with shares slipping about 4% over the past month and down 7% over the past 3 months. These shifts are drawing attention to how the financial services giant is managing its core business in light of broader market moves. See our latest analysis for Charles Schwab. Looking at the bigger picture, Charles Schwab’s share price has shown strong momentum for most of the year, supported by a 22.6% year-to-date share price return, despite...

Description: ETF investors can feel the magic between A and I. It’s why they say they’re loading up on funds.

Description: Key Insights Institutions' substantial holdings in Charles Schwab implies that they have significant influence over the...

Description: A new study finds investors are rapidly abandoning stock picking in favor of all-ETF portfolios, a shift that could reshape market structure

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: LPLA's October assets climb to $2.35T, with both brokerage and advisory balances rising and organic inflows supporting momentum.

Description: Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Description: Robinhood pushes toward a permissionless future with tokenized stocks, 24/7 trading and blockchain-powered, programmable assets.

Description: Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Description: LPLA deepens its RIA ties with a new minority stake in Private Advisor Group, aiming to boost advisor support and long-term growth.

Description: New J.D. Power rankings of customer satisfaction with financial websites and apps credits top performers with sleek and intuitive designs that didn’t pile on too many features.

Description: Ever wondered if Charles Schwab’s stock is offering real value right now? Let’s dig past the market hype and see what’s under the hood. Despite dipping 5.2% over the last week and 2.4% over the past month, Schwab is still up 25.5% year-to-date. The company has achieved a notable 98.8% gain over five years, pointing to substantial long-term growth potential. Recent headlines have focused on Schwab’s momentum in gathering client assets and its efforts to streamline operations following major...

Description: SICNX, SWEGX and SWOBX stand out with strong multi-year returns and low costs as Schwab funds benefit from broad market tailwinds.

Description: Microsoft shines in Zacks' top picks as strong cloud and AI momentum drive standout quarterly results and reinforce long-term growth potential.

Description: The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Description: The recordkeeper said third-party fintech platforms used by advisors to access clients’ 401(k)s create security risks.

Description: Advisors like being able to manage their clients’ retirement-plan assets held at their employers’ administrators, but plan administrators say those services pose a security risk.

Description: HOOD posts sharp October gains as equity, options and crypto DARTs surge alongside rising platform assets and trading volumes.

Description: SCHW's October report shows client assets climbing on strong net new assets as brokerage accounts and interest-earning assets expand.

Description: In recent weeks, Charles Schwab reported the successful issuance of US$2 billion in fixed-to-floating rate senior notes and set monthly records for client asset inflows and new account openings, with total client assets reaching US$11.83 trillion at the end of October. This combination of capital raising and robust client engagement highlights sustained investor confidence and positions Schwab to pursue further growth initiatives such as expanding access to private markets. We'll now explore...

Description: The Charles Schwab Corporation (NYSE:SCHW) ranks among the best financial stocks to buy according to billionaire Ken Fisher. S&P Global Ratings maintained its “A-/A-2” issuer credit ratings on October 31 while altering its outlook for The Charles Schwab Corporation (NYSE:SCHW) from stable to positive. According to the ratings firm, Schwab’s unrealized securities losses have significantly […]

Description: American investors are rewriting what it means to invest successfully in today's market environment; two-thirds say they look beyond stocks and bonds to alternative assets to diversify and tailor their portfolios, according to Charles Schwab (NASDAQ:SCHW). That's a significant shift away from the foundational approach of counting on stocks and bonds to build an investment portfolio. The survey found that stocks, mutual funds and bonds remain core holdings, but 42% of American investors view the

Description: Rick Wurster, who became CEO of Charles Schwab at the start of 2025, used his firm’s annual conference for registered investment advisors as an opportunity to address the blending of investing and gambling via so-called prediction markets that are offered at some other brokerage firms. John Nersesian, Pimco’s head of advisor education explains how advisors can help clients navigate recent tax changes, offering tips for investments, as well as income tax, retirement, and legacy planning on the latest Barron’s Advisor The Way Forward podcast.

Description: The company said customers opened 429,000 new brokerage accounts during October, a 30% year-over-year increase.

Description: “Will the U.S. say that aliens exist this year?” Robinhood Markets clients can currently guess “yes” through their brokerage app, paying $4, plus $2 in fees, to win $100 if they’re right. If I’ve been abducted and probed by extraterrestrials, is it inside information? Robinhood prefers terms like “prediction markets” and “event trading.”

Description: Interactive Brokers' surging DART growth and expanding product suite highlight its momentum as volatile markets fuel stronger trading activity.

Description: WESTLAKE, Texas, November 14, 2025--The Charles Schwab Corporation released its Monthly Activity Report for the month of October 2025.

Description: Exploring the Third Quarter 2025 13F Filing

Description: Charles Schwab's stock narrative has shifted as the consensus analyst price target rose slightly from $111.50 to $111.95. This modest increase follows a solid earnings report and renewed analyst optimism about the company's outlook. Stay tuned to discover how investors can keep informed on these evolving expectations as the story continues to unfold. Stay updated as the Fair Value for Charles Schwab shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to...

Description: Insightful Analysis of Dodge & Cox's Third Quarter 2025 13F Filing

Description: Charles Schwab shows improving price performance, earning an upgrade to its IBD Relative Strength Rating

Description: Futures were little changed, but markets have been rallying on hopes that the government shutdown would end. The Dow hit a new high Wednesday. Cisco jumped on earnings.

Description: While older investors might not be as tuned into prediction markets, some in the wealth industry fear they’re a growing threat to next-generation clients.

Description: Futures rose as the House voted to end the government shutdown. The Dow hit a new high Wednesday. Cisco jumped late on earnings.

Description: The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: BMO Capital upgraded Instacart (CART) to Outperform from Market Perform with an unchanged price target of $58. The company reported “solid” Q3 results and trades at an attractive valuation, the firm tells investors in a research note. Mizuho upgraded Qorvo (QRVO) to Neutral from Underperform with a pri

Description: WESTLAKE, Texas, November 12, 2025--Charles Schwab celebrates more than a decade of its annual signature skills-based volunteer program, which empowers employees to share their professional expertise with local nonprofits and small businesses. Since its launch, the initiative has grown into Schwab’s cornerstone skills-based community effort, surpassing $4 million in pro bono community investments.

Description: State Street expands its data edge with the acquisition of PriceStats, enhancing real-time inflation tracking and economic insight capabilities.

Description: DraftKings downgraded, Instacart upgraded: Wall Street's top analyst calls

Description: Investors have bought and sold more than $17 billion in private company shares using the platform.

Description: Many The Charles Schwab Corporation ( NYSE:SCHW ) insiders ditched their stock over the past year, which may be of...

Description: Prediction markets are all the rage, but Schwab CEO Rick Wurster warns that caution is warranted. Here’s why.

Description: PNC commits about $2B to open 300+ new branches by 2030, expanding in key U.S. markets and boosting community access.

Description: WESTLAKE, Texas, November 10, 2025--The Schwab Trading Activity Index™ (STAX) increased to 48.12 in October, up from its score of 46.12 in September. 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.

Description: SCHW's $660M Forge Global buyout accelerates its private markets strategy amid rising investor demand for pre-IPO access, with shares up 1.7%.

Description: More than half of millennial ETF investors told Schwab that they can and will outperform boring old index funds.

Description: When markets fracture, what's the optimal safe haven? Here's what you should keep in mind when deciding between gold and Bitcoin

Description: Charles Schwab (SCHW) continues to make steady moves in the diversified financials sector, attracting interest as investors track its latest performance metrics. The stock has seen modest shifts in recent weeks, prompting questions about its near-term trajectory. See our latest analysis for Charles Schwab. Charles Schwab’s share price has seen a steady climb this year, with a 27.6% year-to-date price return and a one-year total shareholder return of 30.4%. This reflects renewed confidence...

Description: The company’s new Schwab Advisor ProDirect membership program is geared toward independent advisors with $50 million to $300 million in client assets.

Description: Forge operates a private market platform that has facilitated more than $17bn in private company share transactions.

Description: Financial stocks were mixed in late Thursday afternoon trading with the NYSE Financial Index up 0.2%

Description: Financial stocks were decreasing in Thursday afternoon trading, with the NYSE Financial Index easing

Description: Charles Schwab (SCHW) CEO Rick Wurster joins Market Catalysts with Yahoo Finance Executive Editor Brian Sozzi to discuss the company's acquisition of Forge (FRGE) and to explain why Charles Schwab is expanding its private market offerings for investors. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: The deal would enable Schwab to offer individual investors and financial advisors greater access to private markets at a time when more companies are electing to remain private.

Description: Charles Schwab said Thursday that it's buying publicly traded investing platform Forge Global Holdings, which acts as a marketplace for pre-IPO companies, for $660 million.

Description: Charles Schwab is the latest Wall Street firm to take a big step into the world of private markets. The brokerage firm that pioneered discount stock-trading for individual investors agreed to buy Forge Global one of the major platforms that allows investors to buy shares in promising private companies. Forge Global is a marketplace where investors can buy a stake in late-stage startups like crypto exchange Kraken and artificial-intelligence leader OpenAI.

Description: Schwab expects to add roughly 10 RIAs a month, with services including business and growth consulting, advisor coaching and curated products from third-party vendors with potential discounts.

Description: US equity futures were flat ahead of Thursday's opening bell as investors monitored news surrounding

Description: The deal is the first under CEO Rick Wurster, and would give customers more opportunities to gain exposure to unlisted companies.

Description: The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

Description: HOOD's third-quarter 2025 profit and revenues soar on robust trading and NIR growth, yet the stock dips as expenses climb.

Description: WESTLAKE, Texas, November 06, 2025--The Charles Schwab Corporation (Schwab) announced it has entered into a definitive agreement to acquire Forge Global Holdings, Inc.

Description: Not all advisors are equipped to maximize enterprise value.

Description: In his first address as CEO of Schwab at Impact, Rick Wurster told RIAs that advisors need to catch up with the “bull market for convenience” to retain and attract clients.

Description: MRX gears up for Q3 results with expected double-digit sales and profit growth, driven by strong client activity and strategic acquisitions.

Description: Robinhood Markets could soon eclipse Charles Schwab's valuation, but it won't be because of meme enthusiasm.

Description: WESTLAKE, Texas, November 04, 2025--Schwab Advisor Services Expands Schwab Advisor ProDirect™ Program, Bringing Membership Benefits to Current Clients

Description: HOOD's strong trading momentum and surging crypto activity are set to power a 90% jump in Q3 sales and triple its earnings.

Description: When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...

Description: Charles Schwab Corporation (NYSE:SCHW) is one of billionaire Daniel Sundheim’s stock picks with tremendous upside potential. On October 17, analysts at TD Cowen reiterated a ‘Buy’ rating on Charles Schwab Corporation (NYSE:SCHW) and raised the price target to $134 from $129. The research firm echoed the company’s third-quarter results, in which revenue was up 27% […]

Description: Charles Schwab Corporation (NYSE:SCHW) ranks among the stocks with the best earnings growth for the next 5 years. On October 17, TD Cowen maintained its Buy rating on Charles Schwab Corporation (NYSE:SCHW) and increased its price target from $129 to $134. The company cited to the October 16 release of Charles Schwab’s third-quarter 2025 results […]

Description: LPLA posts a 25% earnings jump and beats estimates on surging revenues and asset growth, which lift its stock 1.3% in after-hours trading.

Description: Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.

Description: Charles Schwab’s stock has seen its fair value estimate edge up, with analysts now projecting $111.50 compared to the previous $109.60. This adjustment follows a wave of commentary from Wall Street, which has increasingly focused on Schwab’s financial momentum and operational flexibility following recent quarterly results. For investors seeking to stay informed on the evolving story and expert outlook, it is important to monitor these narrative developments closely. Analyst Price Targets...

Description: WESTLAKE, Texas, October 30, 2025--Charles Schwab, a leader in investing and trading with $11.59 trillion in total client assets and more than 7 million daily average trades, today announced the findings of its Q4 2025 Trader Sentiment Survey, revealing that traders remain decidedly bullish even as concerns about politics, market overvaluation and stagflation persist.

Description: Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Description: Have some extra cash you want to invest? Brokerages are rewarding new clients.

Description: Liz Ann Sonders, chief investment strategist at Charles Schwab, sees a market of "two stories" and says to look under the surface of indexes to determine where there is "speculative excess" and where there is opportunity.

Description: WESTLAKE, Texas, October 29, 2025--Charles Schwab Provides 1+ Million Meals and Nonprofit Grants During Annual Season of Giving

Description: Investors who want in on Alpha Architect’s next 351 exchange ETF no longer need at least $1 million — as long as their account is at Charles Schwab.

Description: More than two-thirds of Americans believe they need more than stocks and real estate to generate higher returns, according to Charles Schwab's (NYSE:SCHW) 2025 Modern Wealth Survey. More Americans feel the need to accumulate alternative assets like ...

Description: The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Description: Robinhood's innovation blitz, from AI tools to tokenized assets and global expansion, is fueling its meteoric rise and investor optimism. Should you buy?

Description: Thinking about what to do with Charles Schwab stock right now? You’re not alone. If the performance chart has caught your eye lately, you’ve probably noticed that despite a couple of short-term dips, Schwab’s stock is still reflecting a hefty gain over the longer term. After all, with a 27.9% climb so far this year and a 32.7% jump over the past twelve months, this is a company that’s been nicely rewarding patient investors, even if the past month was a little soft at -1.1%. That comes after...

Description: WESTLAKE, Texas, October 23, 2025--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.

Description: Wall Street is entering the world of prediction markets, with Robinhood, Polymarket, Kalshi riding high on event wagers.

Description: RJF posts record fourth-quarter and fiscal 2025 results as rising revenues and asset growth lift earnings despite higher expenses.

Description: Charles Schwab’s third quarter results reflected strong client activity and product adoption, with management attributing performance to robust organic asset gathering, ongoing growth in core brokerage and lending, and high engagement levels across its digital and branch networks. CEO Rick Wurster highlighted the opening of 1.1 million new brokerage accounts and $138 billion in net new assets, noting, “Clients are deepening their relationships with us by conducting more of their financial lives

Description: The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

Description: We came across a bullish thesis on The Charles Schwab Corporation on CosmicCapital’s Substack’s Substack by CosmicCapital. In this article, we will summarize the bulls’ thesis on SCHW. The Charles Schwab Corporation’s share was trading at $94.00 as of October 6th. SCHW’s trailing and forward P/E were 24.92 and 17.27 respectively according to Yahoo Finance. Charles Schwab […]

Description: Wall Street is entering the world of prediction markets, with Robinhood, Polymarket, Kalshi riding high on event wagers.

Description: Financial services giant Charles Schwab (NYSE:SCHW) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 26.6% year on year to $6.14 billion. Its non-GAAP profit of $1.31 per share was 5.2% above analysts’ consensus estimates.

Description: Robinhood Markets has been a lucrative investment for shareholders this year, and the world’s largest asset manager is growing its stake in the brokerage platform. BlackRock increased its position in Robinhood by more than 40% in the third quarter, it disclosed in a securities filing over the weekend. The asset manager now owns about 55.8 million Robinhood shares as of Sept. 30, giving it a 7.2% ownership stake.

Description: Charles Schwab (SCHW) continues to draw investor attention as it navigates market dynamics, with its stock recently showing modest gains over the past month. Many are watching closely for signs of how recent trends could influence the company’s performance this quarter. See our latest analysis for Charles Schwab. This recent uptick puts Schwab’s share price at $94.14, continuing positive momentum after a strong year-to-date price return of 27.49%. While short-term moves have been modest, the...

Description: Charles Schwab is increasing the minimum investible-asset levels for clients to participate in the Schwab Advisor Network, or SAN. Investors once again find themselves in the midst of a Federal Reserve rate-lowering cycle. On Sept. 17, the Fed lowered the federal-funds rate by a quarter point and signaled that two more cuts are likely by year end.

Description: Surging account growth, record trades, and a $20B buyback fuel investor optimism as Schwab doubles down on expansion.

Description: LPL Financial stock is trading at a discount to competitors and Morningstar thinks the stock can soar.

Description: Daily average trades grew 30% to 7.42 million, topping the 7.25 million expected by analysts. “Strengthening organic growth trends, increasing adoption of wealth solutions and favorable macroeconomic tailwinds powered another quarter of record revenue and earnings per share,” Chief Executive Officer Rick Wurster said in a statement Thursday. Schwab has consistently benefited from an increased interest from retail customers in investing.

Description: Charles Schwab stock near a trendline with its record Q3 report. Interactive Brokers trades in a buy zone and topped estimates.

Description: SCHW delivers record Q3 revenues and a 70% earnings surge, fueled by robust trading, asset inflows and higher net interest revenues.

Description: Over one million brokerage accounts have now been opened with Charles Schwab for four consecutive quarters.