Charles Schwab (SCHW)

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Forge Global Inc. (“Forge”), a leading private markets platform recently acquired by Charles Schwab, is proud to be honored on Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. An honoree in this year’s Finance and Personal Finance category, Forge was recognized for its ongoing efforts to build a more transparent, accessible and efficient private market ecosystem, providing qualified investors with access to some of the world’s most sought-after private companies.

March 24, 2026 -- Nation Leadership Group CEO Recognized for Outstanding Leader Development Efforts in 2024-25

The Charles Schwab Corporation announced today that it has scheduled a Spring Business Update for institutional investors on Thursday, April 16th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus areas. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include President and Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi.

New research from MergersAndAcquisitions.net analyzes transaction trends, investor appetite, and valuation dynamics across the travel, hospitality, and leisure sectors

Charles Schwab today announced the addition of three new Certified Financial Planners® to Money Talk, Schwab’s personal finance column designed to help everyday Americans navigate common money decisions with practical, real-world guidance.

The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of February 2026 include:

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.

New industry research from MergersAndAcquisitions.net analyzes transaction activity, valuation dynamics, and buyer strategies across the government and defense services market

The Charles Schwab Corporation announced today that it has scheduled its Institutional Investor Day on Thursday, May 14th. This event, which will be held via live public webcast, is designed to help the investment community keep abreast of recent business developments and the Company’s current strategic focus. The program is scheduled to run from 8:30 a.m. - 2:30 p.m. CT, 9:30 a.m. - 3:30 p.m. ET. Participants will include members of the company’s executive management and senior leadership team.

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-in-class experience across both markets for individual investors and Registered Investment Advisors (RIAs).

Charles Schwab, a leader in investing and trading with $12.15 trillion in total client assets and more than nine million daily average trades, today announced the findings of its Q1 2026 Trader Sentiment Survey, which found that trader market sentiment declined modestly with 52% describing themselves as bullish, compared to 57% in Q4 2025. The dip was driven by traders at each end of the generational spectrum, with the most pronounced decline seen among younger traders.

New market intelligence report examines private equity activity, strategic buyer trends, valuation ranges, and structural shifts across K-12, EdTech, vocational, and higher education services.

New industry analysis from MergersAndAcquisitions.net examines transaction trends, buyer appetite, and valuation multiples across the fast-growing pet products sector

Charles Schwab Foundation today announced a three-year, $1.5 million grant to Junior Achievement USA (JA), expanding its long-standing partnership to help young people gain the knowledge, skills and confidence they need to own their financial futures.

New research analyzes transaction activity, valuation trends, and strategic drivers shaping mergers and acquisitions across the healthcare and life sciences sectors.

The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2026 include:

New industry analysis details transaction multiples, private equity activity, and strategic buyer momentum across oil & gas, renewables, and power infrastructure

New industry study analyzes deal volume, valuation multiples, buyer behavior, and structural trends shaping food and beverage mergers and acquisitions

The Schwab Trading Activity Index™ (STAX) increased to 49.96 in January, up from its score of 48.48 in December. 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.

New research from MergersandAcquisitions.net highlights consolidation trends across cold-pressed juice, functional beverages, and wellness-focused drink brands.

New research from MergersAndAcquisitions.net analyzes valuation trends, buyer appetite, and deal structures across accounting, legal, consulting, and agency sectors

New research from MergersandAcquisitions.net examines how banks, insurers, wealth managers, and fintech firms are using mergers and acquisitions to drive scale, efficiency, and long-term competitiveness.

The Board of Directors of The Charles Schwab Corporation at its meeting today declared a 5 cent, or 19%, increase in the regular quarterly cash dividend to $0.32 per common share. The dividend is payable February 27, 2026 to stockholders of record as of the close of business on February 13, 2026.

The Charles Schwab Corporation (NYSE: SCHW) today announced several executive transitions, including two planned retirements and organizational updates.