Schwab Investor Services News

4/30/13 2:00 am PDT

Active traders are expressing renewed optimism about the U.S. stock market, despite ongoing concerns about the economic and political environment, according to new data from two Charles Schwab studies released today. In Schwab’s most recent Active Trader Sentiment Survey, 52 percent of active trader clients say they have a bullish outlook on stocks in the next three to six months, while only 17 percent consider themselves bearish. more...

4/23/13 3:00 am PDT

Charles Schwab Investment Management, Inc. (CSIM) announced today that three of its mutual funds received accolades from Lipper as best-in-class over the last 10 years.

more...
3/26/13 10:30 pm PDT

Charles Schwab is making it even easier for investors to sharpen their trading skills. As part of its continuing commitment to investor education, Schwab will host a virtual education event for active traders on Thursday, March 28, 2013. Workshops on essential trading topics such as navigating today’s markets, stock selection and chart pattern recognition will be streamed live and free of charge, over the internet.

more...
3/6/13

Despite a general sense of confidence in their financial readiness for retirement, affluent Americans might be overlooking critical tenets of retirement planning, according to a new Schwab survey of approximately 1,800 investors across nine major U.S. markets. More than eight in 10 (84 percent) investors say they have a retirement plan in place, and 80 percent of these respondents say they are confident about their financial readiness for more...

2/7/13 12:30 am PST

Charles Schwab announced today the launch of Schwab ETF OneSource™ — a new ETF platform that gives investors and advisors access to the most commission-free ETFs anywhere in the industry1.

more...
2/6/13

Investors seeking an easy-to-understand, low-cost retirement funding option that can generate guaranteed income for life can now consider the new Schwab Retirement Income Variable Annuity (SRIVA), Charles Schwab announced today.

more...
1/30/13

Charles Schwab today announced the launch of a new Planning Center on Schwab.com with content and insights to help investors begin planning for retirement, estate planning, college savings and more.

more...
1/22/13 9:30 pm PST

Charles Schwab Investment Management, Inc. announced today three new additions to the Schwab Target Funds for the years 2045, 2050, and 2055. Additionally, Charles Schwab Bank has added two new funds to its line-up of collective trust funds for eligible retirement plans – the Schwab Managed Retirement Trust Fund 2055 (SMRT 2055) and the Schwab Indexed Retirement Trust Fund 2055 (SIRT 2055).

more...
1/11/13 5:21 am PST

Charles Schwab Investment Management, Inc. announced today that it will begin posting the per-share market value for all of its domestic taxable and tax-free money market funds on a daily basis, beginning later this quarter.

more...
12/4/12

This holiday season, Americans are wishing for a better employment picture for the United States, according to the latest quarterly pulse survey from Charles Schwab and Co., Inc. Nearly half (46 percent) of Americans wish to unwrap a lower unemployment rate for the country this holiday season, followed by a substantial decrease in the national debt (26 percent) and a better housing market (12 percent).

more...
11/28/12 4:00 am PST

Charles Schwab today launched an enhanced On Investing app for the iPad®-- the latest example of the firm’s commitment to provide insightful, actionable and sharable investing and personal finance information in the various places people want to receive it. more...

11/27/12 1:00 am PST

Thanks to cloud technology, active traders can now access Schwab’s most powerful trading platform, StreetSmart Edge®, on the web from any Mac or PC with an internet connection, giving traders flexible access to everything that was previously available only using downloadable software.

more...
11/26/12 2:00 am PST

Charles Schwab announced today that it has joined with Piper Jaffray, a leading investment bank and asset management firm, to provide clients access to Piper Jaffray’s new issue municipal bonds through Schwab’s BondSource® platform. Piper Jaffray is a top-ranked municipal bond underwriter in the U.S. with specialized expertise in a wide array of state and local markets.

more...
11/15/12

The majority of active traders believe that the market will close higher in both 2012 and 2013 despite expressing concerns going into last week’s Presidential election, according to data released today by Charles Schwab.

more...
11/11/12 10:05 pm PST

Investors intrigued about exchange-traded funds (ETFs) can now head to the ETF Education Exchange (www.schwabetfeducationexchange.com), a new website from Charles Schwab designed to close the knowledge gap in ETFs by aggregating educational content, research and market insights from ETF industry leaders. more...

10/16/12 11:05 pm PDT

Charles Schwab is expanding its education program for active traders by providing live online access to the next Schwab Trader Day. For the first time, active traders will be able to participate in this in-person event by streaming live workshops on essential trading topics and visiting the virtual exhibit hall directly from their home computers.

more...
10/3/12 11:05 pm PDT

Exchange-traded funds (ETFs) are “here to stay,” declare 81 percent of respondents to the 2012 ETF Investor Study by Charles Schwab, but the need for education persists: 45 percent still call themselves novices when it comes to understanding these products, and a smaller number (39 percent) claim they now know more about ETFs than they did a year ago.

more...
9/12/12 3:00 am PDT

Charles Schwab today announced the expansion of its global investing capabilities with the launch of the Schwab Global AccountTM, a platform providing investors direct, 24/7 online access to 12 foreign equity markets with the ability to trade in their local currencies whenever the markets are open.

more...
9/11/12 2:00 am PDT

Charles Schwab today announced mobile deposit capabilities for iPad users, enabling Schwab brokerage and Schwab Bank clients to deposit checks remotely by taking a picture of a check with their iPad camera. Charles Schwab launched its first native app for iPad nearly a year ago, and is one of the few financial services firms to provide its clients the convenience of mobile deposit capabilities and integrated banking and brokerage mobile services more...

8/20/12 4:17 am PDT

Charles Schwab today announced a sponsorship of the 34th America’s Cup, becoming the official investment firm for the America’s Cup World Series events in San Francisco and the Louis Vuitton Cup, America’s Cup Challenger Series, and America’s Cup Finals in 2013. Over the next 13 months, Schwab’s founding city of San Francisco, Calif. will play host to the high-profile international competition and its millions of fans.

more...
8/14/12 11:30 pm PDT

Investors who are uncertain about which way to turn in today’s bond markets can learn more about their options for fixed income investing in a new paper released today by Charles Schwab, a leading provider of financial services. The paper looks at several bond investing themes investors should be mindful of at a time when many believe their only choices are to lower their expectations or take on more risk.

more...
7/29/12 11:00 pm PDT

Charles Schwab announced on Saturday the grand prize winner of its first “Oh, Chuck! I Blew my Cash” contest. Dan Lamoureux of Thornton, Ill. will be awarded $10,000 in a Schwab brokerage account for sharing his story of a regrettable impulse purchase: a castle bounce house. more...

7/16/12

Charles Schwab, a leader in the financial services industry, is celebrating an industry milestone with the release of Schwab’s Mutual Fund OneSource® at 20, a report that looks back at the evolution of a groundbreaking service that simplifies the way investors buy and sell no-load mutual funds from multiple fund families without paying transaction fees.

more...
6/14/12 3:00 am PDT

Charles Schwab has received the highest ranking in overall customer satisfaction in the 2012 US Self-Directed Investor Satisfaction StudySM from J.D Power and Associates. With an index score of 801 on a 1,000-point scale, Schwab scored 33 points above the overall satisfaction industry average. Schwab received the highest score in customer satisfaction in the areas of account information, account offerings and information resources. more...

Corporate Public Relations
Contacts for Journalists Only

 

888-767-5432

Subscribe

Business Wire NewsHQ℠