Group 1 - The Charles Schwab Corporation (NYSE:SCHW) received a Buy rating from Truist Financial and Barclays, with a price target of $126 from Barclays [1][2] - In January 2026, Charles Schwab reported core net new assets of $27.8 billion and total client assets of $12.15 trillion, reflecting an 18% year-over-year increase [2] - The company added 476,000 new brokerage accounts in January, with a daily average trade volume of 9.5 million [2] Group 2 - As of February 24, 2026, Charles Schwab is rated a consensus Buy by 18 of 22 analysts, with a 1-year median upside potential of 31.54% [3] - Founded in 1971, Charles Schwab provides a comprehensive suite of wealth management, banking, and asset management services [3]

With a market cap of $169.4 billion, The Charles Schwab Corporation (SCHW) is a savings and loan holding company that provides a broad range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. It delivers its services through an extensive network of branch offices alongside integrated web and mobile platforms. Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Charle ...

The Charles Schwab Corporation (NYSE:SCHW) is one of the stocks that was on Jim Cramer’s radar recently. Cramer was bullish on the stock due to its valuation, as he said: Two weeks ago, for instance, an online insurance marketplace called Insurify released a new application that uses ChatGPT to compare insurance rates. Immediately, the insurance brokerage stocks tanked. The next day, a company called Altruist came out of nowhere with an AI-powered tax planning offering to help financial advisors create pe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 1-9700 THE CHARLES SCHWAB CORPORATION (Exact name of registrant as specified in its charter) Delaware 94-3025021 (I.R.S. Employer ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks wit ...

Regardless of momentary or long-term pressures on stocks, metrics like the record client assets stand out to industry executives like Raj Bhattacharyya, the CEO of San Francisco-based registered investment advisory firm Robertson Stephens Wealth Management. His private equity-backed firm notched a 23% bump in its assets under management in 2025 to $8.7 billion thanks to two acquisitions, market appreciation and organic growth. In general for a highly correlated industry, bull-market gains in stocks have alw ...

This Schwab ETF Holds 100 Dividend Stocks, Charges 0.06% a Year, and Yields More Than Most Savings Accounts - 24/7 Wall St.[S&P 5006,846.80 -0.97%][Dow Jones48,841.20 -1.60%][Nasdaq 10024,731.70 -1.18%][Russell 20002,624.80 -1.53%][FTSE 10010,683.40 -0.48%][Nikkei 22556,813.00 -0.54%][Investing]# This Schwab ETF Holds 100 Dividend Stocks, Charges 0.06% a Year, and Yields More Than Most Savings Accounts### Quick ReadSCHD only holds companies with 10+ consecutive years of dividends and minimal debt.The ETF re ...

Core Viewpoint - Municipal bonds are performing well in early 2026, making them an attractive option for advisors and income investors, particularly through low-cost ETFs like the Schwab Municipal Bond ETF (SCMB) [1] Group 1: ETF Overview - The Schwab Municipal Bond ETF (SCMB) has $3.6 billion in assets and tracks the ICE AMT-Free Core U.S. National Municipal Index, providing broad exposure to the U.S. tax-exempt municipal market [1] - SCMB has an effective duration of 6.8 years, positioning it as an intermediate-term fund that can help reduce portfolio correlations with equities and longer-dated bonds [1] - The ETF charges a low expense ratio of 0.03% per year, equating to $3 on a $10,000 investment, making it cost-effective for investors [1] Group 2: Investment Timing and Seasonal Factors - Investors are advised not to rush into SCMB, as historical trends suggest that better pricing may be available in the coming months [1] - March has historically been the worst month for the municipal market, primarily due to investors liquidating holdings to meet tax obligations due in April [1] - While seasonal trends may not always repeat, holding SCMB longer allows investors to accumulate more income [1] Group 3: Income and Risk Considerations - SCMB offers a 30-day SEC yield of 3.25% and a yield-to-maturity of 3.78%, making it an appealing income-generating investment [1] - Approximately 64.60% of SCMB's holdings are revenue bonds, raising concerns about government funding issues, though these are viewed more as headline risks rather than credible threats to the municipal bond market [1] - The majority of SCMB's holdings are rated AAA, AA, or A, indicating a strong credit quality [1]

The 3 Schwab ETFs to Buy Before March - 24/7 Wall St.[S&P 5006,831.40 -1.19%][Dow Jones48,829.20 -1.62%][Nasdaq 10024,663.70 -1.46%][Russell 20002,603.60 -2.33%][FTSE 10010,663.00 -0.67%][Nikkei 22556,603.00 -0.91%][Stock Market Live February 23, 2026: S&P 500 (SPY) Tried to Shrug Off Tariff Uncertainty][Investing]# The 3 Schwab ETFs to Buy Before March### Quick ReadSCHB tracks 2,500 U.S. companies with a 0.03% expense ratio and delivered 14-15% annualized returns over 10 years.SCHD screens 100 companies fo ...

will thank you later.[David Beren]| 2 hours ago## Mamdani's New Budget Spend $42,000 Per Student - How Does That Compare to Texas or Florida?[John Seetoo]| Yesterday## 10 Tony Robbins Quotes That Will Change How You Think About Retirement## Continue Reading## 6 ETFs That Do What SCHD Does — But Better[Javier Simon | Feb 2, 2026 at 8:28 AM EST The Schwab U.S. Dividend Equity ETF (SCHD) has become immensely popular among dividend investors. And it has a lot to…]## 7 Dividend ETFs I'd Buy Today If I Were Retir ...