SCHW
Charles Schwab Corporation
September 22, 2026 · market open
- Rarity
- 2.02
- Peak move
- −6.99%
- Float cap
- $176.9B
The company is a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It serves individual investors and businesses through its Investor Services segment, and independent registered investment advisors, retirement advisors, and recordkeepers through Advisor Services. At December 31, 2025, it reported $11.90 trillion in client assets and 38.5 million active brokerage accounts.
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What we found
10 events · 0 from SEC or newswire · 0 timed with the moveinstitutional_flowCharles Schwab Investment Management filed a Rule 8.3 public dealing disclosure on Sept. 21 regarding shares of UK industrial and logistics real estate company SEGRO plc, covering holdings of ordinary shares and details of certain sales, with a related disclosure for US logistics REIT Prologis.
product_launchSchwab Advisor Services said it is working with Anthropic to bring Claude for Financial Advisors to more than 16,000 independent RIAs, making Schwab the first RIA custodian integrated into the platform.
analyst_ratingRothschild & Co Redburn maintained a Neutral rating on Charles Schwab, with the consensus of 22 analysts carrying an average price target of $125.15.
product_launchJump introduced AI-assisted, real-time account opening integrated with Schwab Advisor Services and Fidelity.
litigation_outcomeA FINRA arbitration panel in Jacksonville ordered Charles Schwab and subsidiaries TD Ameritrade and TD Ameritrade Clearing to pay $4,412,646 in compensatory damages plus $92,048 in costs to 27 claimants over alleged failure to supervise accounts concentrated in complex structured products and leveraged ETFs.
litigation_outcomeA FINRA arbitration panel ordered Charles Schwab to pay more than $1.3 million over allegations it failed to detect red flags in a cryptocurrency scam that victimized an 82-year-old client.
policy_changeCharles Schwab said the Strategic Bitcoin Reserve Act's advancement in the U.S. House Financial Services Committee on September 17, 2026 could be an important first step in legislating it.
executive_remarkMichael Brozzo, director of Wealth and Asset Management Solutions at Charles Schwab, warned that rising debt levels and deteriorating cash flow at some technology companies have increased the risks of AI-driven investing, prompting the firm to keep a neutral stance on the sector and recommend greater diversification.
executive_remarkCharles Schwab chief investment strategist Liz Ann Sonders said in an interview that Schwab is neutral on equities while preferring commodities over stocks and bonds, and criticized one-size-fits-all asset allocation advice such as the classic 60/40 portfolio.
operating_metricsCharles Schwab's August 2026 Monthly Activity Report showed total client assets of $13.41 trillion (up 19% y/y), record August core net new assets of $64.8 billion (up 46% y/y), 424,000 new brokerage accounts, and daily average trades of 9.8 million.