The Charles Schwab Corporation (SCHW) is a major U.S. financial services company and savings and loan holding company headquartered in Westlake, Texas. With a market cap of $171.7 billion, it provides a comprehensive suite of services, including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services, to individual investors, independent advisors, and institutional clients. The leading financial services firm is expected to announce its fiscal fourth-q ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Another one bites the dust. Schwab will shut down its premium service combining digital advice and human advisors, Schwab Intelligent Portfolios Premium, at the start of next year. The discount brokerage will continue to offer its core, online-only service, Intelligent Portfolios, which has a $5,000 minimum and doesn’t charge a fee. It’s the latest example of traditional banking giants abandoning their robo aspirations, coming on the heels of similar announcements from UBS and US Bank. But Schwab’s move m ...

Key Takeaways Retail trading momentum and digital innovation drove strong 2025 gains for HOOD, IBKR and SCHW.Robinhood saw explosive growth from crypto, prediction markets, and higher equities and options volumes.Interactive Brokers and Schwab benefited from rising trades, new accounts and expanding global access.The brokerage industry has experienced strong momentum this year, largely driven by technological advancements and market participation trends. As brokerage firms invested heavily in digital tradin ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Charles Schwab, the country’s largest custodian to registered investment advisors, has made its client referral program to advisors a little more selective as part of an overall effort to “modernize” a program it first set up in 2002. In an SEC filing dated Dec. 11, the Westlake, Texas-based firm stated that those in its Schwab Advisor Network would need to have assets under management of at le ...

Core Viewpoint - The market is expected to experience increased dispersion among MAG7 stocks in 2026, with a shift in focus from AI infrastructure providers to adopters of AI technology [1]. Market Performance - Over the past 6 months, only 17% of S&P constituents outperformed the index, but this figure rose to 61% in the last month, indicating improved market breadth [2]. - Small-cap stocks, represented by the Russell 2000, have shown the best improvement in breadth compared to both 50-day and 200-day moving averages [3]. Economic Indicators - Recent flash PMI data has been disappointing, suggesting potential challenges for the market narrative [4]. - The economy is showing signs of slowing, which is expected to continue into 2026, although earnings have not yet weakened significantly in line with macroeconomic data [5]. Earnings and Valuation - Since August, there has been a halt in aggressive multiple expansion, with earnings growth continuing to accelerate [6]. - The Russell 2000 index has seen a significant increase in unprofitable stocks, which are up 62% since April 8, compared to a 29% increase in profitable stocks [8]. Investment Strategy - It is recommended to avoid unprofitable lower-quality segments within small caps and to focus on higher-quality profitable segments [9].

Key Takeaways SCHW launched broad upgrades to Schwab.com, Mobile and thinkorswim, plus 17 new futures products.Charles Schwab's client assets grew at a 20.1% CAGR over five years, with momentum in 2025.SCHW's acquisitions and advisory growth, including Forge Global, target engagement and assets.Charles Schwab (SCHW) has introduced a wide range of upgrades across Schwab.com, Schwab Mobile and the thinkorswim platform to enhance customization, transparency and advanced trading capabilities.Key improvements in ...

About Charles Schwab TM The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 38.3 million active brokerage accounts, 5.7 million workplace plan participant accounts, 2.2 million banking accounts, and $11.83 trillion in client assets as of November 30, 2025. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and ind ...

- Young investors ought to be focused on saving. They ought to be focused on the merits of long-term investing. If they wanna actively trade, that's great.But they shouldn't expect a quick hit. - Rick Wurster took over as CEO of Charles Schwab in January. His appointment comes at a time when retail investors are gaining more influence over the state of the stock market, which is sparking a divide in the brokerage industry that could shape how millions of people accumulate wealth.What makes prediction market ...

Group 1 - The Schwab U.S. Dividend Equity ETF™ (SCHD) has slightly outperformed the broader market since a previous bearish call in late September 2025, attributed to a solid 13% rally [1] - The article highlights the author's extensive experience in finance, particularly in the oilfield and real estate industries, with over a decade of experience in complex due diligence and M&A transactions [1] - The author has developed a keen interest in equity research and analysis, providing services for a Dubai-based family office with over $20 million in assets under management [1] Group 2 - The author emphasizes the ability to analyze financial statements, evaluate market trends, and identify key growth drivers across different industries [1] - There is a commitment to staying updated on the latest developments and trends in the equity research industry, alongside a focus on professional development [1]