The Charles Schwab Corporation

Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

Charles Schwab's board declared its regular quarterly cash dividend of $0.32 per common share, payable November 27, 2026 to holders of record November 13, 2026. The board also declared scheduled dividends on six series of preferred stock (Series D, F, H, J, K, and L), payable December 1, 2026. The declaration maintains the existing common payout with no increase or cut, making this a routine capital-return announcement.

•3d ago

TGE Value Creative Solutions Celebrates Recent NYSE Listing: NYSE Content Update

TGE Value Creative Solutions (NYSE: BEBE) rang the opening bell to celebrate its recent NYSE listing, per the exchange's daily pre-market floor advisory. The firm describes a mission to merge with private companies generally in the media or hospitality space, with founder Calvin Choi set to discuss the portfolio and next steps on NYSE Live. The release is exchange-produced promotional content rather than an issuer disclosure; macro notes (hotter CPI at 3.7%, expected PPI of 5.3%) and earnings from TSM, SCHW, BNY, and PNC are incidental context.

•10d ago

Six in 10 Cryptocurrency Investors Expect to Increase Their Holdings as Investors Consider Digital Assets’ Role in Wealth Building, Schwab Modern Wealth Survey Finds

Charles Schwab's 2026 Modern Wealth Survey finds six in 10 cryptocurrency investors expect to add to their holdings over the next 12 months, the highest share of any asset class measured, ahead of ETFs (56%) and stocks (52%). Broader adoption signals are strong: 21% of Americans own crypto, 47% of investors own it, and among those familiar with it, 52% say it is important or essential to building wealth, with millennials leading ownership at 33%. Barriers remain around trust and understanding — scams/fraud concerns (48%) and lack of comprehension (39%) top the list — but the data supports Schwab's positioning of digital assets as a complement to traditional portfolios and its push to educate clients.

•18d ago

Schwab Trading Activity Index™: STAX Score up in September Despite Inflation Concerns

The Schwab Trading Activity Index rose to 58.92 in September from 57.50 in August, indicating retail clients turned slightly more bullish despite inflation and rate-hike concerns. Clients favored broad ETF exposure — ETFs made up five of the top 10 buys for the first time — while net buying Consumer Discretionary, Industrials, Consumer Staples, and Financials and selling Information Technology, Communication Services, and Health Care. A survey of more than 450 clients suggests October sentiment may turn bearish, with bullishness falling to 17% and 76% expecting at least one more Fed rate hike before year-end.

•20d ago

Schwab Initiates Secondary Listing on the Texas Stock Exchange

Charles Schwab will begin a secondary listing of its common stock on the Texas Stock Exchange under the same ticker SCHW, effective at market open on October 7, 2026. Schwab will maintain its primary listing on the NYSE; the dual listing adds a trading venue without changing the company's structure. Schwab was an original investor in TXSE and is headquartered in Westlake, Texas, with more than 10,000 employees there — CEO Rick Wurster framed the move as support for competition in U.S. markets.

•24d ago

Schwab Announces Its Fall Business Update

Charles Schwab has scheduled its Fall Business Update for institutional investors on Thursday, October 15, delivered via live public webcast from 8:30-9:30 a.m. ET at schwabevents.com/corporation. President and CEO Rick Wurster and CFO Mike Verdeschi will present, with the session covering recent developments and management's strategic focus areas. The notice contains no new financial results or guidance; the only figures are boilerplate company stats, including $13.41 trillion in client assets and 40.1 million active brokerage accounts as of August 31, 2026.

•1mo ago

Charles Schwab Bank and The DEC Network Expand Entrepreneur Support with New Fort Worth Innovation Center

Charles Schwab Bank and The DEC Network are expanding their entrepreneurship partnership through Create Fort Worth, a new innovation center providing business education, mentorship, and financial expertise to North Texas small businesses. The collaboration to date supports more than 9,000 entrepreneurs annually and has helped launch more than 5,000 businesses, create or sustain over 1,700 jobs, and connect founders with more than $3.4 million in capital. Since establishing its North Texas headquarters, Schwab says it has committed more than $1 billion in community development investments, loans, and grants and more than $200 million in affordable housing across the Dallas-Fort Worth region. The release is a brand and community-investment announcement with no new capital commitment or guidance attached, so it carries no direct financial impact on Schwab's results.

•1mo ago

Schwab IMPACT® 2026: Spotlight on AI, Growth and the Future of Independent Advice

Charles Schwab announced details for its 36th annual IMPACT conference, the nation's largest gathering of independent advisors, scheduled for October 27-29, 2026 in Boston. The event will feature keynote addresses from figures like James Clear and Angela Duckworth, as well as insights from Schwab leadership including CEO Rick Wurster on industry trends and AI. More than 100 students and faculty are expected to attend to network and learn about the advisory profession.

•1mo ago

Charles Schwab Foundation Puts Employees Nationwide in Charge of $1 Million in Community Grants

Charles Schwab Foundation expanded its Employee Choice Grants program nationwide, distributing a total of $1 million to 84 nonprofits selected by employee votes. Employees submitted 1,412 nominations for organizations serving needs like human services and animal welfare, resulting in average grants of approximately $12,000. The program generated the highest participation since its 2024 pilot, allowing staff to direct funding to causes within their local communities.

•1mo ago

Charles Schwab Foundation and Boys & Girls Clubs of America Name 2026 Money Matters Ambassador and Scholarship Recipients

Charles Schwab Foundation and Boys & Girls Clubs of America named Carol L. as the 2026 Money Matters Ambassador, awarding her a $10,000 scholarship to support her studies at the University of California, Berkeley. Since its inception in 2004, the Money Matters financial education program has reached over 1.2 million teens and distributed more than $760,000 in scholarships to 360 students nationwide. Four additional finalists from various Boys & Girls Clubs received $5,000 scholarships each in recognition of their achievements and commitment to financial literacy.

•2mo ago

From Campus to Career: Schwab Advisor Services™ Names 2026 RIATA Student Scholarship® Recipients

Schwab Advisor Services and the Charles Schwab Foundation named 15 recipients of the 2026 RIATA Student Scholarship to support future independent advisors. Each recipient receives a $15,000 scholarship and mentorship, selected from a pool of over 500 applicants across 100 universities. The program aims to strengthen the talent pipeline as 36% of firms plan to recruit from colleges according to the 2026 RIA Benchmarking Study.

•2mo ago

SCHW: 8-K · debt financing

On August 12, 2026, The Charles Schwab Corporation issued $1,250,000,000 of 5.108% Fixed-to-Floating Rate Senior Notes due 2032 and $1,350,000,000 of 5.655% Fixed-to-Floating Rate Senior Notes due 2037, producing net proceeds of approximately $2,582 million after underwriting discounts and estimated offering expenses. The notes priced at par on August 10, 2026 at spreads of +70 and +95 basis points over benchmark Treasuries, sold through a syndicate led by BofA Securities, Citigroup, Morgan Stanley, TD Securities and Wells Fargo Securities off Schwab's automatic shelf (File No. 333-275858). Each tranche pays its fixed rate until its reset date (August 2031 for the 2032 Notes, August 2036 for the 2037 Notes), then floats at compounded SOFR plus 0.950% and 1.320%, respectively, and carries make-whole and par call redemption features. The notes were issued under the Senior Indenture with The Bank of New York Mellon Trust Company, N.A. as trustee, via a Fourth Supplemental Indenture dated August 12, 2026. This is routine debt funding for a savings-and-loan holding company — no equity dilution is involved, with the main takeaway being modestly higher interest expense and SOFR-based rate exposure in the floating-rate periods.

SEC 8-K•2mo ago

Schwab Trading Activity Index™: STAX Score Increases Modestly in July

The Schwab Trading Activity Index (STAX) rose to 59.80 in July from 59.12 in June, indicating a modest increase in client trading activity and engagement. Schwab clients acted as net buyers during the month, utilizing late-market dips to add exposure across individual stocks, ETFs, and options, with Gen X and self-directed traders leading the bullish activity. Popular buys included Micron, Intel, Oracle, and Tesla, while clients were net sellers of Apple, AMD, Broadcom, PayPal, and Adobe.

•2mo ago