Core Insights - Feathery has launched the first one-click Schwab account opening solution via API, allowing advisory firms to create Schwab accounts directly from their workflows without manual data entry or system switching [1] Group 1: Product Launch - The new solution addresses the time-consuming nature of account opening in wealth management, where advisors often enter the same client information multiple times [1] - By utilizing Schwab's Digital Account Onboarding APIs, Feathery enables firms to validate client data, generate onboarding envelopes, and submit account opening requests within a single workflow [1] - This integration aims to streamline the onboarding process, allowing advisors to focus more on client service rather than administrative tasks [1] Group 2: Benefits of Integration - The expanded integration allows firms to streamline mergers and acquisitions (M&A) and transitions for Schwab accounts [1] - It facilitates embedding custodian onboarding into broader client workflows, accelerating the time to account opening and funding [1] - The solution eliminates duplicate data entry, pre-validates client and account information to reduce Not-In-Good-Order (NIGO) errors, and enables direct account opening from Feathery workflows [1] Group 3: Operational Efficiency - Feathery's platform orchestrates workflows across various systems, enabling firms to collect client information once and track onboarding status throughout the process [1] - The Schwab API integration represents a significant step towards fully automated client onboarding, reducing operational friction and improving data quality [1]

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Indexâ"¢ (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. "February's score represented the biggest month-over-month per. ...

Charles Schwab didn’t just build a brokerage firm — he helped reinvent investing.See where he lands on the #Forbes250 America's Greatest Innovators list: https://t.co/CFs11UNXUH (Photo: Martin Schoeller) https://t.co/NdQllM0eoL ...

The Charles Schwab Corp. (NYSE:SCHW) is one of the 15 best stocks to invest in according to billionaires. On February 13, The Charles Schwab Corp. (NYSE:SCHW) reported total client assets of $12.2 trillion for January 2026, an 18% year-over-year increase. Core net new assets reached $27.8 billion, while new brokerage accounts grew 10% to 476,000. Daily average trades accelerated to 9.5 million amid higher equity engagement, and margin loan balances rose 4% to $116.3 billion. Despite a seasonal $20.4 bil ...

Key Takeaways Schwab completed its $660M all-cash acquisition of Forge Global at $45 per share.The deal expands SCHW's private market access to retail clients, RIAs and ultra-high-net-worth investors.Forge adds a direct marketplace, data tools and private company solutions to Schwab's platform.Charles Schwab (SCHW) has completed the acquisition of Forge Global Holdings, Inc. The all-cash transaction, valued at $660 million, was announced in November 2025.Forge, based in California, offers accredited investo ...

Core Viewpoint - The Charles Schwab Corporation has announced the scheduling of its Institutional Investor Day on May 14th, indicating a focus on engaging with institutional investors and potentially discussing strategic initiatives and financial performance [1] Group 1 - The event is set to take place in Westlake, Texas, highlighting the company's commitment to transparency and communication with its investors [1]

Core Viewpoint - The Schwab U.S. Dividend Equity ETF has performed exceptionally well this year, driven by significant contributions from the defense and energy sectors [1]. Group 1: Fund Performance - The ETF's top four holdings are Lockheed Martin, ConocoPhillips, Verizon, and Chevron, indicating a strong focus on defense and energy industries [1]. - Investors in the Schwab U.S. Dividend Equity ETF are experiencing unexpected high returns this year, contrary to typical expectations for such funds [1].

Core Viewpoint - The Charles Schwab Corporation is currently considered one of the best spring stocks to buy, with a price target increase from Truist Securities reflecting positive expectations for net interest income growth despite higher projected expenses [1][3]. Financial Projections - Truist Securities has raised its price target for Charles Schwab to $122 from $120 while maintaining a Buy rating [1]. - For 2026, Truist projects a year-over-year expense growth of 5.9%, aligning with Charles Schwab's own estimate range of 5.5–6.5% [3]. - The adjusted pretax margin estimate for 2026 is set at 52%, which is consistent with the company's projected "low 50s range" [3]. - Truist anticipates $8.25 billion in share buybacks for the year, representing approximately 4.6% of the company's market capitalization [3]. Company Overview - The Charles Schwab Corporation operates as a savings and loan holding company, providing services in securities brokerage, wealth management, custody, asset management, and financial advisory [4].

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A New York-based broker has pleaded guilty to defrauding clients he initially lured from his time as a rep for Merrill Lynch and Pinnacle Investments, according to the Justice Department. In New York federal court last week, Dean Dellas pleaded guilty to wire fraud and aggravated identity theft in connection with a scheme that stole about $686,000 from clients. Dellas is based in Cazenovia, N.Y., ...

Core Insights - The Charles Schwab Corporation has completed its acquisition of Forge Global Holdings, enhancing its offerings in private market investments for individual investors and Registered Investment Advisors (RIAs) [1][2] - The acquisition is expected to provide expanded access, better value, and increased transparency in private markets, similar to Schwab's historical impact on public markets [2] Company Overview - Charles Schwab is a leading financial services provider with 38 million active brokerage accounts, 5.6 million workplace plan participant accounts, 2.2 million banking accounts, and $11.59 trillion in client assets [3] - The company offers a comprehensive range of services including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services [3] Acquisition Details - Forge's shareholders received $45 in cash per outstanding common share as part of the acquisition, which was unanimously approved by the Boards of Directors of both Schwab and Forge [2] - Integration efforts are currently underway, with Forge continuing to operate its business and maintain relationships with issuers [2]