Description: Picking a solid IRA the first time allows you to focus on building wealth and living your life instead of dealing with unnecessary hurdles.

Description: Charles Schwab (SCHW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Description: Buying the best dividend stocks combines long-term gains with rising dividend income.

Description: Key Insights Significantly high institutional ownership implies Charles Schwab's stock price is sensitive to their...

Description: Investors, especially retirees, seek a lifetime of passive income to get them through their Golden Years. But it takes more than just building a well diversified portfolio to meet this goal. So, many incorporate dividend paying stocks into their portfolios. But you can also look at dividend paying ETFs, which are becoming increasingly popular in ... 7 Dividend ETFs I’d Buy Today for a Lifetime of Passive Income

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: Why the Price Target Now Anchors to the US$45 Cash Offer Recent research has effectively reframed Forge Global as a deal driven story, with the fair value now held steady at US$45.00 per share to match the agreed all cash offer from Charles Schwab. This keeps the core valuation assumption tied to a specific transaction price rather than a wide range of potential outcomes based on standalone growth. If you want to stay on top of how this deal centric narrative evolves, it is worth keeping a...

Description: Retirees: Protect your wealth and avoid costly mistakes with these four essential portfolio strategies for lasting financial security. Learn more now.

Description: This growth index ETF is an investor favorite, and that faith has been rewarded with stellar long-term performance.

Description: Recent performance in Charles Schwab (SCHW) stock, including mixed short term returns and a strong 1 year total return, has prompted investors to reassess how its current fundamentals align with their portfolio goals. See our latest analysis for Charles Schwab. With the latest share price at US$101.34, Charles Schwab’s recent 1 month share price return of 7.63% and 1 year total shareholder return of 40.52% suggest momentum has been building rather than fading. If this kind of move has you...

Description: If you are wondering whether Charles Schwab is still a reasonable buy at around US$101, the key question is how that price compares with its underlying value. The stock closed at US$101.34 recently, with returns of 1.4% over 7 days, 7.6% over 30 days and 40.5% over the past year, while the year-to-date return sits at a 0.2% decline. These moves have come as investors continue to weigh broader sector trends and shifts in sentiment around large financial platforms. Recent coverage has focused...

Description: LKQ Corporation distributes new and recycled automotive parts across North America and Europe, serving repair shops and dealerships.

Description: Experts say the next major rally may come only when long-term holders are exhausted, and true institutional capital enters the market.

Description: NDEX Systems ("NDEX"), North America's leading multi-custodian data utility and wealth-management platform today announced a new integration designed to simplify advisor workflows: an enhanced single sign-on (SSO) connection and a fully integrated client onboarding experience with Schwab Advisor Center's digital onboarding workflow.

Description: HOOD surges 203.5% in 2025 on global expansion and fintech bets, while SCHW leans on scale, trust and steady earnings growth. Which one is a smart buy for 2026?

Description: The companies will match advisors with retail clients and compete with similar programs from Fidelity and Charles Schwab.

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

Description: Charles Schwab (SCHW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Description: CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, is now offering the Octagon XAI CLO Income Fund (“OCTIX” or the “Fund”) for purchase by advisers who clear or custody through the Charles Schwab platform (“Schwab”), expanding access of XAI’s registered offerings for financial advisors and their clients. “The addition of OCTIX to the Charles Schwab platform marks a major milestone for the fund. As one of the larg

Description: Liz Ann Sonders, chief investment strategist at Charles Schwab, says "opportunities are fairly ripe" beyond the "magnificent seven" stocks this year and explains the current benefits of international diversification in a portfolio.

Description: In December, Charles Schwab reported that its Schwab Trading Activity Index™ (STAX) slipped to 48.48 from 48.75 in November, reflecting a slight cooling in retail trading and the first month in three that Schwab clients were net sellers, largely tied to year-end portfolio repositioning across major sectors. This shift in client behavior offers a real-time window into how individual investors adjusted risk and sector exposure at year-end, which can be an important barometer for broader retail...

Description: WESTLAKE, Texas, January 05, 2026--The Schwab Trading Activity Index™ (STAX) decreased to 48.48 in December, down from its score of 48.75 in November. 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: Among the top exchange traded fund (ETF) providers in the market, Schwab is an excellent choice for those looking for passive exposure to equities, fixed income assets, and a range of other securities. This provider’s fund offerings are as vast as they are inclusive, covering nearly every index, sector, trend, and asset class investors can ... The 3 Schwab ETFs Every Investor Should Own

Description: The company’s problems of two years ago are well behind it, and shares appear poised for more gains.

Description: As Charles Schwab continues to deliver solid growth and positive forecasts, Schwab stock has launched a new breakout move.

Description: Here is Barron’s Advisor’s annual list of people poised to make news in wealth management in the new year.

Description: The company’s problems of two years ago are well behind it, and shares appear poised for more gains.

Description: Trump Accounts are coming—and they could provide a big boost to the stock market. Formerly known as a MAGA Account, a Trump Account is nothing more than a tax-deferred savings vehicle for children under 18, restricted to U.S. index-tracking mutual funds and exchange-traded funds. The initiative has its roots in the One Big Beautiful Bill, and has been styled as a way to provide Americans with exposure to the stock market starting from birth.

Description: Financial firm Charles Schwab Corp. (SCHW) up 1,174% since first big outlier signal in 1998.

Description: IBKR stock rallies 47.2% in 2025, beating peers and the market as technology, product launches and global reach fuel growth.

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a lot of advice about reviewing and rebalancing your portfolio.

Description: Charles Schwab defines a wash sale as "when you sell a security at a loss for the tax benefits but then turn around and buy the same or a similar security." The IRS has rules about wash sales, but, at the end of 2025, these rules don't apply to cryptocurrencies (but they may apply to crypto exchange-traded products). Claris Financial Advisors founder Lee Baker shares what crypto investors need to know about the wash-sale rule. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Robinhood stock up 208.6% in 2025. Can new products, crypto deals and global expansion fuel another breakout in 2026? Let's find out.

Description: Gen Z investors are rejecting high-fee models in favor of self-directed trading on platforms, prioritizing growth and volatility.

Description: It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

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

Description: SCHW stock touches a 52-week high. While asset growth, advisory expansion and margin gains are positives, rising costs cloud the near-term outlook.

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: Charles Schwab (SCHW) just strung together a series of strategic moves that have investors paying attention, from acquiring Forge Global to planning spot crypto trading and rolling out deeper upgrades across its trading platforms. See our latest analysis for Charles Schwab. Those moves are landing in a market that already likes the story, with the share price at $101.18 and a year to date share price return of 37.03 percent, underpinned by a 1 year total shareholder return of 36.85 percent...

Description: Thin volume paved the way to another stock market milestone. The Nasdaq Composite rose 0.6%. Only 3.82 billion shares traded on the New York Stock Exchange, which made for the lowest volume day since Jan. 3, according to Dow Jones Market Data.

Description: Charles Schwab announced on Tuesday that it would match the federal government’s $1,000 contribution to Trump accounts for its employees with eligible newborn children. The brokerage firm follows Robinhood Market s, which announced Dec. 19 on X that it would match the $1,000 federal contributions for its eligible employees. Trump accounts are a tax-deferred savings program for children 18 and under created through tax and spending legislation this past summer.

Description: WESTLAKE, Texas, December 23, 2025--The Charles Schwab Corporation (Schwab) today announced it will match the U.S. government’s one-time $1,000 contribution to eligible newborn children of Schwab’s U.S. employees, providing an additional $1,000 per eligible child.

Description: The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

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

Description: Interactive Brokers' push for a national trust bank charter aims to boost custody efficiency, appeal to institutions and enhance earnings quality over time.

Description: The growing appetite for US stocks is reshaping the landscape of global markets as demand grows for 24/7 trading.

Description: The Charles Schwab Corporation (NYSE:SCHW) is one of the 14 Best Large Cap Stocks to Invest In Now. On December 15, TipRanks reported that William Katz from TD Cowen reiterated a Buy rating on The Charles Schwab Corporation (NYSE:SCHW) and kept the price target at $134. Earlier, on December 11, UBS initiated coverage on The […]

Description: Forge Global Holdings has seen its fair value estimate trimmed from $50 to $45 per share as analysts reset their models around the cash acquisition offer, even as they acknowledge slightly stronger long term revenue growth assumptions and a marginally lower discount rate reflecting reduced perceived risk. This recalibration captures a market narrative that is shifting from pure growth optionality toward deal certainty and near term liquidity, while still recognizing the strategic validation...

Description: As prediction markets surge, Wall Street is grappling with an uncomfortable question: Is there any distinction left between investing and gambling?

Description: As prediction markets surge, Wall Street is grappling with an uncomfortable question: Is there any distinction left between investing and gambling?

Description: FEATURE One in six new clients are Gen Z, CEO Rick Wurster tells At Barron’s Andy Serwer in an interview. This transcript was prepared by a transcription service. This version may not be in its final form and may be updated.

Description: As prediction markets surge, Wall Street is grappling with an uncomfortable question: Is there any distinction left between investing and gambling?

Description: The company is dropping its premium-tier offering but maintaining its stand-alone digital service for clients.

Description: With Robinhood and Coinbase jumping into prediction markets this year, more financial players have tied their growth to products once associated with sports gambling. Charles Schwab is one brokerage firm happy to stay on the sidelines.

Description: Does The Charles Schwab Corporation (SCHW) have what it takes to be a top stock pick for momentum investors? Let's find out.

Description: Wealthy Americans plan to keep spending and investing steady in 2026. Should you follow their lead? Here’s what an expert said.

Description: The merger between TAE Technologies and Trump Media & Technology Group is a strange and risky partnership that just might make sense.

Description: SCHW vs. MKTX: Which Stock Is the Better Value Option?

Description: LPLA posts $2.36T in brokerage and advisory assets for November, up 0.5% month over month and 34.3% year over year on advisory growth.

Description: Here is how The Charles Schwab Corporation (SCHW) and CB Financial Services (CBFV) have performed compared to their sector so far this year.

Description: Earlier this week, Charles Schwab announced past enhancements to Schwab.com, Schwab Mobile, and thinkorswim®, adding advanced research tools, extended-hours valuation views, expanded options functionality, and 17 new futures products including gold and Solana contracts. The breadth of these platform and product upgrades, combined with expanded in-branch trader support, underscores Schwab’s push to serve increasingly active retail and derivatives traders within a unified ecosystem. We’ll now...

Description: Low profit margins and scalability likely contributed to Schwab’s decision to close its premium robo tier.

Description: Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.

Description: Being denied access to your own investment accounts is many a saver's nightmare, and many users of these two platforms are dealing with it right now.

Description: Financial advice firms looking to participate in the Schwab Advisor Network will generally need to manage at least $500 million in client assets.

Description: HOOD leads a brokerage rally in 2025, followed by SCHW and IBKR, as digital trading, rising volumes and new accounts push stocks up.

Description: Schwab has increased the minimum asset amount required for its advisor referral program, following its decision to raise the minimum client asset range.

Description: WESTLAKE, Texas, December 17, 2025--The Schwab Center for Financial Research (SCFR), which provides top-quality research, timely market insights and practical guidance for investors, today announced the release of its 2026 outlook, Schwab’s Market Perspective: 2026 Outlook, which delivers insights on the most important market and economic trends that investors should consider for the year ahead.

Description: Schwab rolls out major upgrades across Schwab.com, Mobile and thinkorswim as retail trading surges and client assets keep climbing.

Description: WESTLAKE, Texas, December 16, 2025--The Charles Schwab Corporation announced that it has scheduled a Winter Business Update for institutional investors on Wednesday, January 21st.

Description: Charles Schwab's CEO Rick Wurster sat down with The Wall Street Journal to discuss prediction markets, young investors and how he views the Trump accounts.

Description: SCHW reports November client assets of $11.83T, up nearly 15% year over year, driven by strong investor engagement and higher net new assets.

Description: WESTLAKE, Texas, December 15, 2025--Charles Schwab, the retail trading leader facilitating the most trades of any publicly traded financial services firm, today announced the latest enhancements to the Charles Schwab trading platform, including updates to Schwab.com, Schwab Mobile, and thinkorswim®. These enhancements are designed to meet the needs of the many clients driving a surge in retail trading – which at Schwab has exceeded seven million daily average trades for three consecutive quarter

Description: Elon Musk’s SpaceX is moving ahead with plans for an initial public offering that would seek to raise “significantly more” than $30B at a market value of about $1.5T. Meanwhile, Agentic engineering startup Port raised $100M in a Series C funding round at $800M valuation. This week’s private company news:Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market w

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

Description: Battle lines are being drawn in the brokerage industry. Charles Schwab, which pioneered the low-cost brokerage business in the 1970s, is now part of an establishment that leads with wealth management, investment advice and banking services.

Description: Analysts spotlight fresh insights on Visa, Schwab and Amphenol, with new data on growth drivers, risks and market performance.

Description: Charles Schwab’s total client assets hit $11.8 trillion as of the end of November, up 15% from the same period last year.

Description: The brokerage won’t follow rivals such as Robinhood into prediction markets and other high-octane offerings.

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: WESTLAKE, Texas, December 12, 2025--The Charles Schwab Corporation released its Monthly Activity Report for the month of November 2025.

Description: Savings account yields are again under threat. Fortunately, long-term CD rates have been holding steady—giving investors a convenient way to make up for any lost income. On Wednesday, policymakers at the Federal Reserve cut the benchmark federal-funds rate by a quarter-point, the third such cut since September.

Description: Investing.com -- UBS initiated coverage on 20 U.S. brokers and asset managers in a note to clients on Thursday, highlighting four top picks.

Description: Charles Schwab (SCHW) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Description: If you have been wondering whether Charles Schwab is still a buy at around $94 a share, you are not alone; the stock sits at an interesting crossroads between quality and price. After climbing 27.7% year to date and 15.9% over the last year, the shares have cooled slightly with a 1.0% dip over the past month but remain up 2.4% in the last week, which hints that sentiment is still broadly constructive. Recent headlines have focused on Schwab's ongoing integration of TD Ameritrade and its...

Description: The latest Schwab Trading Activity Index reading, which climbed for a sixth straight month in November, puts Charles Schwab (SCHW) in an interesting spot for investors watching client behavior and the stock’s recent drift. See our latest analysis for Charles Schwab. That backdrop of strong client engagement helps explain why, even after some recent choppiness, Charles Schwab’s $94.28 share price sits on a solid footing, with a robust year to date share price return and healthy multi year...

Description: WESTLAKE, Texas, December 08, 2025--The Schwab Trading Activity Index™ (STAX) increased to 48.75 in November, up from its score of 48.12 in October. 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: VRTS moves into private markets with a majority stake in Keystone to add asset-backed lending capabilities.

Description: HOOD enters Indonesia with two buyouts, tapping into a young, mobile-first market to fuel APAC expansion.

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

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: We came across a bullish thesis on The Charles Schwab Corporation on The Diversified Fins Analyst’s Substack by Collin Cook. In this article, we will summarize the bulls’ thesis on SCHW. The Charles Schwab Corporation’s share was trading at $92.73 as of November 28th. SCHW’s trailing and forward P/E were 21.72 and 16.56 respectively according to Yahoo Finance. […]

Description: In the past quarter, Charles Schwab reported a strong third-quarter performance, with revenues topping analyst expectations, US$137.50 billion in core net new assets, and over 1 million new brokerage accounts added for the fourth consecutive quarter. This combination of earnings strength and consistent client growth highlights Schwab’s ability to convert rising engagement into expanding assets and ongoing business momentum. Next, we’ll explore how this robust revenue beat and surge in core...

Description: When we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...

Description: Estate planning usually involves determining how to pass assets on to younger generations. But instead of leaving a piece of real estate, bank account or burgeoning stock portfolio to your children, the smarter tax move might be to leave those assets to your parents. That's the crux of a clever tax minimization strategy known as […] The post ‘Upstream Gifting’ Can Help You Avoid Estate Taxes and Preserve Your Stepped-Up Basis appeared first on SmartReads by SmartAsset.

Description: Banks, brokers and money managers are eager to find a role in the program offering Americans investment accounts at birth.

Description: Charles Schwab’ crypto trading plan could pressure Coinbase as low fees and regulation reshape competition in the US market.

Description: SCHW vs. MKTX: Which Stock Is the Better Value Option?

Description: Here is how The Charles Schwab Corporation (SCHW) and Popular (BPOP) have performed compared to their sector so far this year.

Description: Vanguard's crypto shift trims Schwab's edge, but rising ETF activity may still play to SCHW's platform strengths.

Description: The Charles Schwab Corporation (NYSE:SCHW) is one of the best dividend stocks in the financial sector. On November 7, Barclays analyst Benjamin Budish assigned a Buy rating on Charles Schwab, setting $115 as the price target. In a separate business update, SCHW disclosed on November 14 that it has authorized senior notes worth $2 billion. […]

Description: Charles Schwab Chief Investment Strategist Liz Ann Sonders says a year-end "pop" in stocks is not out of the question. Speaking with Matt Miller on "Bloomberg Open Interest," Sonders also says she's not ruling out a Federal Reserve rate cute in December.

Description: Asset managers acknowledge the reality of paying to access Schwab customers, as they have started to do with Fidelity.

Description: Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

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.