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Investing is an act of optimism and can be transformative when investors actively engage.
Featured News
Talk to Rick, the Next CEO of Charles Schwab
Rick Wurster, Schwab’s president since 2021, will be tasked with steering the brokerage through a transition.
Walt Bettinger to retire as CEO
After 16 years of successfully serving the clients, employees and stockholders of Schwab as CEO, Walt has announced his retirement, effective December 31, 2024. Walt will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. At that time, Rick Wurster, President of Schwab, will be named President and CEO.
Main Street Stories
Main Street Stories
Real stories about our people, purpose, industry, and the communities we support.
Industry
Across the globe, the appetite for U.S. investments is growing.
Research
The rise of finfluencers
Industry
The mutual fund turns 100 and is still kicking
Military
Giving credit where it’s due after a big military promotion
Latest News
September 2024 Schwab Trading Activity Index™
Schwab clients were net sellers of equities overall; At a sector level, they were net buyers of Energy and Consumer Staples, while Information Technology, Consumer Discretionary, and Communication Services saw the most selling.
Schwab IMPACT® 2024
Schwab Advisor Services™ will host its 34th annual flagship event, IMPACT® this Fall. This year’s IMPACT® conference will explore the tools and key topics that keep advisors at the forefront of trends in the wealth management industry and features keynote presentations, education sessions, and headline speakers.
Most Recent Financial Report
Schwab released its August 2024 monthly activity report.
An Unwavering Vision
Since our founding, we have championed Main Street investors by giving them the tools, resources, and investment advice needed to secure their financial futures. Our goal is to be the most trusted leader in investment services—not only by championing every client's goals with passion and integrity, but also through our investments in the success of our employees and the communities where we operate.
Insights and Trends
ETFs and Beyond Study 2024
Schwab Asset Management’s latest ETFs and Beyond Study indicates that amid market uncertainty, investors are confident in their choice of ETFs, with many leaning toward actively managed options.
Schwab Modern Wealth Survey 2024
Additional data reveals Americans now think it takes an average of $2.5 million to be considered wealthy – which is up slightly from 2023 and 2022.
401(k) Participant Study 2024
Inflation and stock market volatility continue to be the biggest obstacles to saving for a comfortable retirement, though workers are slightly less concerned about both factors in 2024, according to our survey.
More About Us
What We Do
At Schwab, we take a more human approach to financial services, and treat clients and colleagues the way we'd like to be treated. We offer more intelligent ways to invest—combining the best of people and technology—and offer it all at low costs, which helps clients achieve better outcomes.
Our People
People at Schwab are free to be their authentic and full selves—without compromise. And we’re stronger for it. Every employee’s unique strengths deepen the value we can create for each other and for our clients.
Get the latest company news and learn more from our experts.
This contains forward-looking statements, which reflect management’s expectations as of the date hereof. Achievement of these expectations and objectives is subject to risks and uncertainties that could cause actual results to differ materially. Important factors that may cause such differences are described in the company’s most recent reports on Form 10-K and Form 10-Q, which have been filed with the Securities and Exchange Commission and are available on the company’s website (https://www.aboutschwab.com/financial-reports) and on the Securities and Exchange Commission’s website (https://www.sec.gov). The company makes no commitment to update any forward-looking statements.
The information here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice.
Past performance is no guarantee of future results.
Investing involves risk, including loss of principal.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.