Charles Schwab Corp NYSE:SCHW Price, Chart, News & Insight

Charles Schwab Falls 4.4% Despite Record Q3 Assets, Revenue and Earnings

Charles Schwab (NYSE: SCHW) shares fell about 4.4% even after the company reported record third-quarter 2026 client asset inflows, revenue and earnings.

Core net new assets reached a record $190.4 billion, up 38% year over year, representing an annualized growth rate of 5.8%. Clients also opened 1.2 million new brokerage accounts, bringing total client accounts to 48.6 million, while total client assets increased 15% to $13.33 trillion.

Net revenue rose 17% year over year to a record $7.2 billion. Net income totaled $2.9 billion, with GAAP EPS of $1.62, up 29% from a year earlier. Excluding $151 million of pre-tax transaction-related costs, adjusted net income was $3.0 billion and adjusted EPS was $1.69.

Client engagement remained strong across several businesses. Schwab Wealth Advisory net flows increased 55%, Managed Investing Solutions net flows rose 22%, and Pledged Asset Line balances climbed 59% year over year to $37.3 billion. Bank loan balances increased 35% to $72.3 billion.

Trading activity was also elevated. Daily average trading volume increased 44% year over year to 10.7 million, while margin loan balances rose 14% quarter over quarter to $187.9 billion.

The 4.4% decline therefore appears disconnected from the headline operating results and may reflect broader pressure on financial stocks, valuation concerns, or investor focus on balance-sheet sensitivity in a higher-rate environment rather than weakness in Schwab’s core business. The quarter itself showed strong asset gathering, revenue growth and earnings momentum.

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The Investor 10-15-26

The Charles Schwab Corporation reported strong January 2026 activity, with core net new assets of $27.8 billion, reflecting typical seasonal inflows.

Total client assets reached $12.15 trillion at month-end, up 18% year over year and 2% from December. The company opened 476,000 new brokerage accounts, a 10% increase from January 2025.

Daily average trades rose to 9.5 million amid higher equity engagement, while margin loan balances increased 4% to $116.3 billion. Transactional sweep cash declined by $20.4 billion to $433.3 billion, in line with expected seasonal trends.

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WS Investor 02-13-26

Schwab CEO says firm is 'winning' with Gen Z by rejecting the 'gambling' model of Robinhood and FanDuel

As competitors embrace prediction markets and sportsbooks, Schwab CEO Rick Wurster says the firm is doubling down on a traditional, advice-led strategy.

(finance.yahoo.com)

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WS News 02-05-26

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.

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Global Finance News 01-31-26

Schwab is managing to win over young investors

Schwab's YouTube presence was one way the company made inroads on reaching Gen Z.

(finance.yahoo.com)

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WS Investor 01-24-26

Charles Schwab reported record fourth-quarter and full-year 2025 results, driven by strong client asset growth, higher revenues and increased engagement across its platform. Fourth-quarter net income totaled $2.5 billion, or $1.33 per share, while adjusted earnings rose to $1.39 per share, up 38% from a year earlier. Quarterly net revenues climbed 19% year over year to a record $6.3 billion.

For the full year, Schwab gathered $519 billion in core net new assets, representing organic growth of 5.1% and lifting total client assets to a record $11.9 trillion. The company cited continued growth in managed investing inflows, trading activity and banking balances, alongside disciplined capital returns. Schwab also announced an agreement to acquire Forge Global, with the transaction expected to close in the first half of 2026.

Source: The Charles Schwab Corporation Business Wire, January 21, 2026

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The Investor 01-22-26

The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Wednesday, January 21st.

Source: Business Wire

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Global Finance News 12-16-25

Charles Schwab raises 2 billion dollars through new senior notes offering

The Charles Schwab Corporation disclosed that it issued 2 billion dollars of fixed-to-floating rate senior notes on November 14, 2025, consisting of 1 billion dollars of 4.343 percent notes due 2031 and 1 billion dollars of 4.914 percent notes due 2036. Net proceeds totaled approximately 1.986 billion dollars after underwriting discounts and expenses.

The notes were issued under a new senior indenture with The Bank of New York Mellon Trust Company as trustee and sold to a syndicate of underwriters led by BofA Securities, Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo. The offering was made under Schwab’s existing shelf registration on Form S-3.

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Global Finance News 11-15-25

Charles Schwab Corporation (NYSE: SCHW) announced it will host its Fall Business Update for institutional investors on October 16, 2025. The live webcast will run from 7:30–8:30 a.m. CT (8:30–9:30 a.m. ET) and feature President and CEO Rick Wurster along with CFO Mike Verdeschi.

The program, part of Schwab’s regular investor updates, will cover recent business developments and management’s strategic priorities. The webcast will be accessible at schwabevents.com/corporation.

As of August 31, 2025, Schwab reported 37.8 million active brokerage accounts, 5.6 million workplace plan participant accounts, 2.1 million banking accounts, and $11.23 trillion in client assets. The company provides wealth management, brokerage, banking, asset management, custody, and financial advisory services through its subsidiaries.

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European Investor 09-18-25

Charles Schwab Announces $20 Billion Share Repurchase and Declares Dividends

Charles Schwab’s Board of Directors has authorized a $20 billion stock repurchase program, replacing the previous $6.9 billion remaining authorization. It also declared a $0.27 per share quarterly cash dividend, payable on August 22, 2025, to shareholders of record on August 8, 2025.

In addition, the Board declared dividends on various preferred stock series, payable on September 2, 2025. The moves reflect Schwab’s strong financial position and continued confidence in long-term growth.

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Global Finance News 07-28-25

NYSE:SCHWFollow

Schwab CEO says firm is 'winning' with Gen Z by rejecting the 'gambling' model of Robinhood and FanDuel

Schwab is managing to win over young investors

NYSE:SCHW