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While Schwab leans on scale, client assets and interest income, Morgan Stanley's strong IRA growth and a diversified model give it an advantage in wealth management.

Schwab's teen investing account targets early client acquisition and could create future cross-sell opportunities across its broader financial ecosystem.

Charles Schwab Series J Preferreds have declined significantly from their issue price due to rising interest rates. SCHW.PR.J's perpetual structure exposes holders to ongoing interest rate risk, as there is no set maturity date. Redemption is unlikely when the securities become callable in June 2026, given the $25/share redemption price versus the current $18.27 price.

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Spring Business Update for institutional investors on Thursday, April 16th.

Our largest portfolio company, Samsung Electronics, outperformed in 2025 after underperforming in 2024. Samsung was awarded HBM qualification with NVIDIA in 2025 and ramped production quickly. South Korea is in the process of launching a broad set of reforms as part of its 'value-up' reforms modeled after the program in Japan.

SCHW drives growth with rising client assets, advisory expansion and acquisitions, boosting revenues while rolling out new products and distribution.

Charles Schwab gains 2% after forecasting about 16% Q1 2026 revenue growth on strong client engagement, while February client assets reach $12.22T.