Charles Schwab is a financial services company that provides a range of investment and banking solutions aimed at individual investors and institutional clients. The firm specializes in brokerage services, investment advisory, and wealth management, offering customers access to trading platforms, retirement accounts, and various investment products such as stocks, bonds, and mutual funds. In addition to its brokerage services, Charles Schwab also offers banking services, including checking and savings accounts, and promotes financial education to help clients make informed investment decisions. The company's commitment to low-cost investing and enhancing customer experience has positioned it as a prominent player in the financial services industry. Read More
SCHWAB (CHARLES) CORP (NYSE:SCHW) meets Minervini’s Trend Template with strong technicals and high-growth fundamentals, making it a candidate for momentum investors.
ETFs are a good way for most investors to hold Bitcoin, and the available ETFs are very similar. VanEck Bitcoin Trust is one, and the Schwab Crypto Thematic ETF is another.
The search for consistent, predictable income is a constant for investors in both bull and bear markets. While traditional dividend stocks and bonds are reliable tools, a lesser-known but increasingly popular approach—known as the Option Wheel Strategy—is rapidly gaining traction among retail traders and seasoned professionals alike. This
Americans believe it takes $839,000 to be “financially comfortable,” according to Charles Schwab’s 2025 Modern Wealth Survey, an annual survey that examines Americans’ perspectives on saving, spending, investing, and wealth. This is up from $778,000 reported last year, but down from the $1 million Americans cited in 2023. This year’s Modern Wealth Survey also reveals that Americans now think it takes an average of $2.3 million to be considered “wealthy,” which is a slight drop year over year but is consistent with the five-year trend.
The Schwab Trading Activity Index™ (STAX) increased slightly to 40.66 in June, up from its score of 39.68 in May. 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.
Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund capabilities for independent registered investment advisors (RIAs). The expanded line-up will nearly double its size to approximately 2,000 funds across 58 asset managers.
In the most recent quarter, several high-profile institutional investors made meaningful additions to their Charles Schwab positions, signaling renewed confidence in the brokerage giant’s long-term prospects.
