In December, Charles Schwab reported that its Schwab Trading Activity Index™ (STAX) slipped to 48.48 from 48.75 in November, ...

Charles Schwab (NYSE:SCHW) pulled in more than $53B of core net new client assets in March, its second highest amount for any March in its history, the company's founder and CEO said. "Our business is ...

Charles Schwab is increasing the minimum investible-asset levels for clients eligible to participate in the Schwab Advisor Network, or SAN, the program through which the firm refers clients to ...

North America's leading multi-custodian data utility and wealth-management platform today announced a new integration designed to simplify advisor workflows: an enhanced single sign-on (SSO) ...

Charles Schwab (SCHW) said on Monday that The Schwab Trading Activity Index, or STAX, fell to 48.48 in December after ...

The Charles Schwab Corp. is currently considering raising fees financial advisors and registered investment advisors firms pay in order to participate in its client referral program, Schwab Advisor ...

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client feedback product. an ...

Charles Schwab executives have said 2024 is a transition year. When the brokerage firm reports earnings Tuesday, shareholders will want to know how that transition is going. Schwab shareholders may ...

Charles Schwab's (NYSE:SCHW) total client assets stood at $9.74T at the end of August, up 2% from the end of July and 20% from a year earlier, the online brokerage said on Monday. Core net new assets ...

Charles Schwab advisors contemplating departure should take notice — the brokerage is closely watching for ex-reps reaching out to former clients. Processing Content This week, the custodian and ...