Schwab Reports Monthly Activity Highlights

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report today.

Business Wire • Mar 13, 2026

Charles Schwab: A Full And Impressive Recovery

Charles Schwab has rebounded from the 2023 turmoil, now trading near highs at a fair 15–18x earnings multiple. Schwab's 2025 results showed 22% revenue growth, 50% net income growth, and strong margin recovery, with client assets rising to $11.9 trillion. Strategic initiatives, including the Forge acquisition and aggressive capital returns, position Schwab for continued organic growth and increased shareholder payouts.

Seeking Alpha • Mar 11, 2026

Schwab Trading Activity Index™: STAX Score Soared in February, Defying AI Panic

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (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.

Business Wire • Mar 9, 2026

Feathery Launches Industry-First One-Click Schwab Account Opening via API

SAN FRANCISCO--(BUSINESS WIRE)---- $SCHW #APIs--Feathery launches industry-first one-click Schwab account opening via API, enabling firms to open Schwab accounts directly from onboarding workflows.

Business Wire • Mar 9, 2026

Schwab, Disney, and 9 Other Bargains to Buy Right Now

It's time to buy the dip. Here are 11 companies that look beaten-down and have been scooped up by company insiders.

Barrons • Mar 9, 2026

AI winners currently trading at a discount amid market volatility, Jefferies highlights 24 long-term winners

Jefferies analysts said certain US stocks may be undervalued despite concerns about AI-driven disruption, with the firm identifying 24 companies that they expect could emerge as long-term winners. Jefferies' list of 24 discounted stocks includes Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1), Aon PLC (NYSE:AON), AppLovin Corp (NASDAQ:APP), Boston Properties Inc (NYSE:BXP), CBRE Group Inc (NYSE:CBRE), Capital One Financial Corp (NYSE:COF), CoStar Group Inc (NASDAQ:CSGP), DoorDash Inc (NYSE:DASH), Equitable Holdings Inc. (NYSE:EQH), KVH Industries, Leidos Holdings Inc (NYSE:LDOS), Lincoln National (NYSE:LNC), Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), Morgan Stanley (NYSE:MS), Microsoft Corp (NASDAQ:MSFT), ServiceNow Inc (NYSE:NOW, XETRA:4S0), Okta Inc (NASDAQ:OKTA), Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP), Charles Schwab Corp (NYSE:SCHW), Sallie Mae, Snowflake Inc (NYSE:SNOW), Spotify Technology SA (NYSE:SPOT), SS&C Technologies, and Willis Towers Watson PLC (NASDAQ:WTW).

Proactive Investors • Mar 6, 2026

Schwab Completes Forge Global Buyout, Boosts Private Markets Offering

SCHW closes $660M all-cash Forge buyout, expanding private market access for retail, RIA and ultra-high-net-worth investors.

Zacks Investment Research • Mar 4, 2026

Schwab Announces Its Institutional Investor Day

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled its Institutional Investor Day on Thursday, May 14th.

Business Wire • Mar 4, 2026

Charles Schwab Completes Acquisition of Forge Global

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation (Schwab) today announced that it has completed its acquisition of Forge Global Holdings, Inc. (Forge). Forge provides eligible investors with direct and indirect access to shares of pre-IPO companies through direct private share purchases, single company funds, and multicompany funds. The transaction brings together leaders in public markets and private marketplace transactions, and the combination positions Schwab to offer a best.

Business Wire • Mar 2, 2026

AI Panic Hits Wall Street: 3 Financial Stocks on Sale

It feels like there's a new artificial intelligence-related crisis happening every month. February was no different, as many financial firms announced new AI tax planning tools.

MarketBeat • Feb 27, 2026