The Charles Schwab Corporation announced today that it has scheduled a Spring Business Update for institutional investors on Thursday, April 16th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management's strategic focus areas. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include President and Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi. The Update will be accessible at https://schwabevents.com/corporation. About Charles Schwab The Charles Schwab Corporation (NYSE:SCH

The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of February 2026 include: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260313252514/en/ Core net new assets brought to the company in February totaled $32.5 billion. This includes a $17.5 billion outflow from a planned mutual fund clearing client deconversion. Excluding this one-time item, core net new assets for the month of February equaled $50.0 billion. Total client assets equaled $12.22 trillion as of month-end February, up 19% from February 2025 and up 1% compared to January 2026. New brokerage accounts open

Schwab clients were enthusiastic buyers in February; STAX has now outgained the S&P 500® index (SPX) in six of the last seven months. The Schwab Trading Activity Index™ (STAX) increased to 57.32 in February, up from its score of 49.96 in January. 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/20260309776813/en/ "February's score represented the

The Charles Schwab Corporation announced today that it has scheduled its Institutional Investor Day on Thursday, May 14th. This event, which will be held via live public webcast, is designed to help the investment community keep abreast of recent business developments and the Company's current strategic focus. The program is scheduled to run from 8:30 a.m. - 2:30 p.m. CT, 9:30 a.m. - 3:30 p.m. ET. Participants will include members of the company's executive management and senior leadership team. The event will be accessible at https://schwabevents.com/corporation. About Charles Schwab The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with 38.7 mil

Acquisition will bring Forge's leading private markets capabilities to more investors The Charles Schwab Corporation (Schwab) today announced that it has completed its acquisition of Forge Global Holdings, Inc. (Forge). Forge provides eligible investors with direct and indirect access to shares of pre-IPO companies through direct private share purchases, single company funds, and multicompany funds. The transaction brings together leaders in public markets and private marketplace transactions, and the combination positions Schwab to offer a best-in-class experience across both markets for individual investors and Registered Investment Advisors (RIAs). "We believe helping more people par

Despite decline in sentiment, most traders still plan to buy the dip Charles Schwab, a leader in investing and trading with $12.15 trillion in total client assets and more than nine million daily average trades, today announced the findings of its Q1 2026 Trader Sentiment Survey, which found that trader market sentiment declined modestly with 52% describing themselves as bullish, compared to 57% in Q4 2025. The dip was driven by traders at each end of the generational spectrum, with the most pronounced decline seen among younger traders. Bullish outlook for U.S. stock market by life stage Q4 2025 Q1 2026 Young traders (under 40) 54% 45% Mid-life

The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2026 include: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260213661479/en/ Core net new assets brought to the company totaled $27.8 billion. Consistent with prior years, these flows reflect typical January seasonality. Total client assets equaled $12.15 trillion as of month-end January, up 18% from January 2025 and up 2% compared to December 2025. New brokerage accounts opened during the month totaled 476,000, an increase of 10% versus January 2025. Driven by increased investor engagement in equitie

Schwab clients were net buyers of equities in January, with a net buying surge in the Information Technology sector The Schwab Trading Activity Index™ (STAX) increased to 49.96 in January, up from its score of 48.48 in December. 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/20260209219779/en/ "After a one-month backtrack in December, Schwab cl

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

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

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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

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

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

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

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

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

Second Quarter Core Net New Assets Equal $80.3 Billion, Up 31% Year-Over-Year New Accounts Exceed 1 Million and Total Client Assets Reach a Record $10.76 Trillion Record Quarterly GAAP Earnings Per Share of $1.08, $1.14 Adjusted (1) The Charles Schwab Corporation reported net income for the second quarter totaling $2.1 billion, or $1.08 earnings per share. Excluding $128 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.2 billion and $1.14, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250718660688/en/ Client Driven Growth   31% 2Q25

The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2025, it will redeem all of the 24,580 outstanding shares of its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G ("Series G Preferred Stock", CUSIP 808513BD6), and the corresponding 2,457,964 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series G 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 2, 2025 to holders of record at the close of

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 May 23, 2025 to stockholders of record as of the close of business on May 9, 2025. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable June 2, 2025 to stockholders of record as of the close of business on May 16, 2025: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: March 1, 2025-May 31, 2025 $14.88 $0.372000 5.00% Fixed-to-Flo

March Core Net New Assets Equal $59.1 Billion, 1Q25 Totals $137.7 Billion 1Q25 Net Revenues Up 18% Year-Over-Year to a Record $5.6 Billion Quarterly GAAP Earnings Per Share of $.99, $1.04 Adjusted (1)  – Up 41% Versus 1Q24 The Charles Schwab Corporation reported net income for the first quarter totaling $1.9 billion, or $.99 earnings per share. Excluding $130 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.0 billion and $1.04, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250417974117/en/ Client Driven Growth   $137.7B 1Q25 Core Net New Assets   "I

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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

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

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

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

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

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

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