本报讯(记者周尚伃)近日，上海交通大学上海高级金融学院(以下简称"高金")与嘉信理财(Charles Schwab)联合发布第九年度的《中国新富人群财富健康指数》(以下简称"《指数》")。新富人群是指年 收入在12.5万元至100万元之间、可投资资产在700万元以下的人群。该指数旨在动态追踪这一对中国乃 至全球经济增长具有重要推动力的群体不断变化的投资行为和财富健康。 在生成式人工智能技术迅速发展的背景下，今年的研究还特别关注了新富人群对AI赋能金融服务的态 度与使用行为。调研结果显示，中国新富人群对AI生成投资建议的信任度显著高于海外市场，有近七 成表示非常信任或比较信任。其中，投资风格越激进的受访者对此信任度越高，而投资经验超过15年的 人群则明显更青睐人工服务。 《指数》显示，2025年，中国新富人群的财富健康指数从上一年的70.51分小幅下降至70.35分，财富信 心、财务规划和投资参与次指数分别下降0.26分、2.47分和0.14分，但资产管理次指数在连续四年回落 后逆势上扬，显示出新富人群在财富管理与资产配置上的意识与行为逐步迈向成熟。 在无风险利率下行的背景下，中国新富人群正以更积极的姿态探索多 ...

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today revealed details of a significant expansion of its branch network, underscoring the firm's commitment to serve its fast-growing retail client base through a range of channels, including in-person guidance, relationships, and service. Schwab currently operates nearly 400 branches across the United States – locations that play a critical role in serving clients as well as driving client and asset growth for the firm. Schwab is adding 16 new b. ...

Well, so what will a rate cut mean for the markets. Will it be a buy the rumor, sell the news event. Joining me now is Schwab Asset Manager CEO Omar Agalar and Carson Group chief market strategist Ryan Dietrich.Uh guys, welcome. Happy Tuesday. Omar, we are expecting a quarter point cut.But underneath that, what are we going to learn tomorrow that's going to move the market either way. Well, 25 basis points is almost a given. uh any other decision will probably end up bringing a lot of volatility to the mark ...

In today's article, we will analyze the Schwab Long-Term U.S. Treasury ETF, with ticker NYSEARCA: SCHQ , which is owned and operated under the investment manager of Charles Schwab. This is a simple and cheap vehicleAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than ...

Core Insights - Charles Schwab (SCHW) reported total client assets of $11.23 trillion in August 2025, reflecting a 15.3% increase year-over-year and a 2.4% increase from July 2025 [1][9] - The company continues to benefit from market volatility, strong asset gathering, and client engagement, leading to increased revenues despite lower fees on certain products [2] - Over the past five years, Schwab's total client assets have experienced a compound annual growth rate (CAGR) of 20.1%, driven by acquisitions and market appreciation [3] Financial Performance - Core net new assets reached $44.4 billion, a 35.4% increase from the previous year but a 5.3% decline from July 2025 [1][9] - The Zacks Consensus Estimate for 2025 revenues is $23.42 billion, indicating a year-over-year growth of 19.4% [4] - Average interest-earning assets were $417.2 billion, showing a slight decline from previous periods, while average margin balances increased by 23.3% year-over-year [7] Client Engagement - Schwab opened 382,000 new brokerage accounts in August 2025, marking a 17.9% increase year-over-year [8][9] - Active brokerage accounts totaled 37.8 million, up 5.4% from the previous year [8] - Client banking accounts reached 2.1 million, reflecting a 10.2% increase year-over-year [8] Competitive Landscape - Schwab's competitor, Robinhood, reported a significant increase in total platform assets, which surged 112% year-over-year [10] - Interactive Brokers also saw a year-over-year rise in client Daily Average Revenue Trades (DARTs) by 29% in August 2025 [12]

Treasury yields dipping again slightly ahead of that. Let's bring in Kathy Jones of Schwab. Kathy, it's good to have you on the program. Um, you know, it's one thing for the Federal Reserve to say something. It's another thing for the bond market to do something and the Fed can do what it says.In Europe, they've been cutting rates and borrowing costs have gone up, not down. What do you expect to happen on Wednesday and going forward. Yeah, Brian, I I think the key is not so much the Fed cutting because that ...

Summary of Key Points Core Viewpoint - John W. Rogers Jr. of Ariel Appreciation Fund has made significant reductions in his equity holdings, indicating a strategic shift in response to valuation concerns and macroeconomic factors affecting various sectors. Group 1: Notable Reductions - **Northern Trust Corp (NTRS)**: A reduction of 47.22% with 158,349 shares sold, reflecting potential concerns over fee compression and macro headwinds in wealth management [1]. - **JM Smucker Co (SJM)**: A decrease of 35.16% with 68,878 shares cut, possibly due to input cost inflation and changing consumer preferences [2]. - **Charles Schwab Corp (SCHW)**: A reduction of 33.48% with 112,370 shares sold, linked to rate-related margin pressures and lower trading activity post-peak retail trading enthusiasm [3]. - **Kennametal Inc (KMT)**: A decrease of 30.91% with 267,930 shares trimmed, suggesting caution towards slowing manufacturing demand despite operational improvements [4]. - **CBRE Group Inc – A (CBRE)**: A reduction of 18.12% with 25,409 shares cut, reflecting concerns in the commercial real estate sector due to remote work trends and higher financing costs [5]. Group 2: Strategic Implications - The reductions across these holdings suggest a tightening of the portfolio around higher-conviction names, as the company responds to a shifting macro environment and potential valuation concerns [5].

Market caps today:🥇 $SCHW $173.97B🥈 $HOOD $92.45B (outlier growth 🏎️📈)🥉 $COIN $78.25BToken Terminal 📊 (@tokenterminal):The Fintech Flippening?@CharlesSchwab has ~10x more employees than @RobinhoodApp and @coinbase, and is potentially not as well-positioned to leverage the growth of crypto & AI --> aka the 2 biggest growth & operational efficiency drivers for financial services companies. https://t.co/lADpVR1jne ...

Core Viewpoint - The recent rally in the U.S. stock market is broadening beyond just the technology giants, with more sectors and companies participating in the upward trend [1][3][4]. Group 1: Market Performance - The Invesco S&P 500 Equal Weight ETF rose by 2.7% in August, marking its longest consecutive monthly gain since May 2021, achieving four months of increases [1][5]. - The S&P 500 index increased by 1.9% in August, also achieving its longest consecutive monthly gain since September 2024 [7]. - The Roundhill MAGS ETF, which bundles the "Magnificent Seven" tech stocks, rose approximately 2% in August, achieving five consecutive months of gains, although at a slower pace [5]. Group 2: Economic Indicators - The U.S. economy shows resilience, with the Bureau of Economic Analysis reporting a second-quarter GDP annualized growth rate of 3.3%, exceeding many expectations [7]. - The strong employment market is identified as a core support for the overall economic resilience [7]. Group 3: Market Sentiment - Charles Schwab's Chief Investment Strategist, Liz Ann Sonders, noted that the participation rate among S&P 500 constituents is steadily increasing, indicating a less concentrated market rally [4]. - Northlight Asset Management's Chief Investment Officer, Chris Zaccarelli, expressed that despite September typically being a poor-performing month, there are no significant risks currently threatening the ongoing rally, suggesting potential buying opportunities if market volatility occurs [8].

Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1][2] - The Schwab Short-Term U.S. Treasury ETF (SCHO) is highlighted as a two-year investment opportunity in Treasuries, providing sufficient sensitivity for speculation while considering the interest rate trajectory [2] - The Valkyrie Trading Society consists of analysts who share high-conviction investment ideas in developed markets, emphasizing downside protection and the potential for non-correlated, outsized returns in the current economic climate [3]