Latest news with #STAX
Yahoo
3 days ago
- Business
- Yahoo
Schwab Trading Activity Index™: STAX Score Continues Downward Trend Despite May Rally
Schwab clients were sellers of equities in May; Net selling was highest in the Information Technology, Communication Services, and Financial sectors WESTLAKE, Texas, June 09, 2025--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) decreased to 39.68 in May, down from its score of 41.18 in April. 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. The reading for the four-week period ending May 30, 2025, ranks "low" compared to historic averages. "Particularly toward the end of the month, we saw that a lot of the dip-buying that retail clients at Schwab had engaged in during April volatility began to give way to paring some of their higher-beta positions, leading to a negative STAX score that diverged from overall market gains," said Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab. "Nvidia was by far retail clients' top sell in May. Having bought into earnings the week of May 23, many then sold out after earnings. It's rare that a single name has this degree of influence on the overall STAX score, but in this case, it had a profound effect." Wall Street enjoyed its best May since 1990 as the S&P 500 index® (SPX) climbed more than 6%, but Schwab clients used the rally as a selling opportunity, especially for long-time favorite Nvidia (NVDA). The STAX score fell for the third straight month to its lowest level since April 2023 as Schwab clients were net sellers on a dollar basis of six S&P 500 sectors, shedding information technology and communication services stocks, though they increased exposure to the Health Care sector to a dramatic degree. Though the STAX fell sharply in April, the latter part of that month and early May saw Schwab clients jump back in as stocks advanced from tariff-related early-April lows. That trend lost steam as May continued. Tech has now seen strong selling by clients since December, except for a short period of optimism in late January and early February. Meanwhile, the trend in April toward buying of exchange-traded funds (ETFs) as opposed to individual stocks also remained popular, according to the May STAX data. The S&P 500 kicked off May on a hot streak, rising 7% by May 19, when it made its monthly high close of 5,963, up roughly 1,000 points from the April low. Volatility fell throughout the month, easing as trade-related concerns tempered. In general, economic data improved throughout May despite a couple of shaky sentiment numbers early in the month that kept recession fears from dissipating completely. The April Nonfarm Payrolls report showed 177,000 jobs created, above expectations, as unemployment remained low at 4.2%. Participation in the job market also ticked higher, often a sign of positive economic momentum. The April Consumer Price Index (CPI), Producer Price Index (PPI), and Personal Consumption Expenditures (PCE) index generally featured slowing price growth from March, though analysts and Fed policy makers remained wary of possible tariff-related inflation popping up later this year. The Fed kept rates unchanged. Earnings season featured much better-than-expected first quarter results across most sectors, though that may have reflected some pull-forward ahead of looming tariffs. Treasury note yields climbed through much of the month, with the Treasury market hurt in part by concerns about growing levels of debt. Yields topped 4.6% for the benchmark 10-year note on May 22, well above the low near 4.12% on May 1. Popular names bought by Schwab clients during the period included: Palantir Technologies Inc. (PLTR) UnitedHealth Group Inc. (UNH) Inc. (AMZN) Tesla Inc. (TSLA) Apple Inc. (AAPL) Names net sold by Schwab clients during the period included: NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Meta Platforms Inc. (META) Broadcom Inc. (AVGO) Walt Disney Co. (DIS) About the STAX The STAX value is calculated based on a complex proprietary formula. Each month, Schwab pulls a sample from its client base of millions of funded accounts, which includes accounts that completed a trade in the past month. The holdings and positions of this statistically significant sample are evaluated to calculate individual scores, and the median of those scores represents the monthly STAX. For more information on the Schwab Trading Activity Index, please visit Additionally, Schwab clients can chart the STAX using the symbol $STAX in either the thinkorswim® or thinkorswim Mobile platforms. Investing involves risk, including loss of principal. Past performance is no guarantee of future results. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Historical data should not be used alone when making investment decisions. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. The STAX is not a tradable index. The STAX should not be used as an indicator or predictor of future client trading volume or financial performance for Schwab. About Charles Schwab At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity. More information is available at Follow us on X, Facebook, YouTube, and LinkedIn. 0625-3Z2W View source version on Contacts At the Company Margaret FarrellDirector, Corporate Communications(203)
Business Wire
3 days ago
- Business
- Business Wire
Schwab Trading Activity Index™: STAX Score Continues Downward Trend Despite May Rally
WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) decreased to 39.68 in May, down from its score of 41.18 in April. 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. The reading for the four-week period ending May 30, 2025, ranks 'low' compared to historic averages. 'Particularly toward the end of the month, we saw that a lot of the dip-buying that retail clients at Schwab had engaged in during April volatility began to give way to paring some of their higher-beta positions, leading to a negative STAX score that diverged from overall market gains,' said Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab. 'Nvidia was by far retail clients' top sell in May. Having bought into earnings the week of May 23, many then sold out after earnings. It's rare that a single name has this degree of influence on the overall STAX score, but in this case, it had a profound effect.' Wall Street enjoyed its best May since 1990 as the S&P 500 index® (SPX) climbed more than 6%, but Schwab clients used the rally as a selling opportunity, especially for long-time favorite Nvidia (NVDA). The STAX score fell for the third straight month to its lowest level since April 2023 as Schwab clients were net sellers on a dollar basis of six S&P 500 sectors, shedding information technology and communication services stocks, though they increased exposure to the Health Care sector to a dramatic degree. Though the STAX fell sharply in April, the latter part of that month and early May saw Schwab clients jump back in as stocks advanced from tariff-related early-April lows. That trend lost steam as May continued. Tech has now seen strong selling by clients since December, except for a short period of optimism in late January and early February. Meanwhile, the trend in April toward buying of exchange-traded funds (ETFs) as opposed to individual stocks also remained popular, according to the May STAX data. The S&P 500 kicked off May on a hot streak, rising 7% by May 19, when it made its monthly high close of 5,963, up roughly 1,000 points from the April low. Volatility fell throughout the month, easing as trade-related concerns tempered. In general, economic data improved throughout May despite a couple of shaky sentiment numbers early in the month that kept recession fears from dissipating completely. The April Nonfarm Payrolls report showed 177,000 jobs created, above expectations, as unemployment remained low at 4.2%. Participation in the job market also ticked higher, often a sign of positive economic momentum. The April Consumer Price Index (CPI), Producer Price Index (PPI), and Personal Consumption Expenditures (PCE) index generally featured slowing price growth from March, though analysts and Fed policy makers remained wary of possible tariff-related inflation popping up later this year. The Fed kept rates unchanged. Earnings season featured much better-than-expected first quarter results across most sectors, though that may have reflected some pull-forward ahead of looming tariffs. Treasury note yields climbed through much of the month, with the Treasury market hurt in part by concerns about growing levels of debt. Yields topped 4.6% for the benchmark 10-year note on May 22, well above the low near 4.12% on May 1. Popular names bought by Schwab clients during the period included: Palantir Technologies Inc. (PLTR) UnitedHealth Group Inc. (UNH) Inc. (AMZN) Tesla Inc. (TSLA) Apple Inc. (AAPL) Names net sold by Schwab clients during the period included: NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Meta Platforms Inc. (META) Broadcom Inc. (AVGO) Walt Disney Co. (DIS) About the STAX The STAX value is calculated based on a complex proprietary formula. Each month, Schwab pulls a sample from its client base of millions of funded accounts, which includes accounts that completed a trade in the past month. The holdings and positions of this statistically significant sample are evaluated to calculate individual scores, and the median of those scores represents the monthly STAX. For more information on the Schwab Trading Activity Index, please visit Additionally, Schwab clients can chart the STAX using the symbol $STAX in either the thinkorswim ® or thinkorswim Mobile platforms. Investing involves risk, including loss of principal. Past performance is no guarantee of future results. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Historical data should not be used alone when making investment decisions. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. The STAX is not a tradable index. The STAX should not be used as an indicator or predictor of future client trading volume or financial performance for Schwab. About Charles Schwab At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity. More information is available at Follow us on X, Facebook, YouTube, and LinkedIn. 0625-3Z2W
Yahoo
05-05-2025
- Business
- Yahoo
Schwab Trading Activity Index™: STAX Score Plunges Amid April Volatility
Schwab clients were sellers of equities in April; Net selling was highest in the Information Technology, Consumer Staples, and Consumer Discretionary sectors WESTLAKE, Texas, May 05, 2025--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) decreased to 41.18 in April, down from its score of 48.36 in March. 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. The reading for the four-week period ending April 25, 2025, ranks "low" compared to historic averages. "Volatility was a huge story this month as the STAX fell to its lowest level in two years as Schwab clients were net sellers on a dollar basis of every S&P 500 sector except energy," said Joe Mazzola, Head Trading & Derivatives Strategist at Charles Schwab. "Clients shied from individual stocks during April even as the S&P 500 and Nasdaq Composite boomeranged double digits from the April lows. As would be expected given the continued volatility in the markets, we saw a broad pattern of clients rotating out of equities and gravitating towards fixed income and broad-based ETFs as potentially lower-risk alternatives to individual names, using the spike in volatility not to run away from the market but to optimize their trading strategies with the opportunity afforded them." Amidst tariff policy announcements on April 2, stocks briefly went down to 13-month lows before the market made a dramatic comeback to recover much of those losses amid optimism for trade deal progression, Q1 earnings stability, and declining treasury yields. The STAX fell every week of the April period, though the first week saw the heaviest selling as STAX fell 11%, the biggest weekly drop since the first week of April 2023. The third week of the four saw only mild net-selling but selling accelerated again in the final week ending April 25. On a monthly basis, April's overall STAX plunge of 14.85% was the deepest drop since March 2020, the first full month of the COVID-19 pandemic. While clients didn't participate as much on the equity side, we did see selling of premium toward the end of the month as the CBOE Volatility Index® (VIX) pulled back from highs. "We did see some ETF buying, which suggests that instead of trying to pick names that would do well with tariffs, clients decided to diversify," Mazzola said. "Clients were risk-averse, generally going back to names they know and companies that they tend to turn to in times of peril. Outside of NVDA, there was a noticeable absence of many of the AI chip providers that normally frequent this list." Inflation data during the STAX period was relatively benign, continuing a trend, but investors nervously watched the Atlanta Fed's GDPNow meter for first quarter gross domestic product (GDP) fall into the red, suggesting tariffs already could be hurting the economy. When the government's first GDP estimate came out after the STAX period ended on April 30, it confirmed those fears, though much of the weakness was driven by a huge gain in imports that likely reflected pull-forward buying ahead of tariffs. The labor market looked strong most of April, as March nonfarm payrolls rose a solid 228,000 and initial weekly jobless claims remained well below 230,000 all month, a relatively light level. Retail sales also popped in March, after faltering earlier this year. There's a chance some of this reflected pre-tariff stocking by consumers as expensive items like automobiles, electronics, and furniture sales all rose sharply. Earnings season began in mid-April and featured solid results from the biggest U.S. banks, most of which referred to resilient consumers but expressed concern about possible tariff impact on business plans for their clients. However, analysts steadily cut their earnings growth estimates for later this year, calling into question current market valuations, which remain historically high even with the April stock market correction. Many other firms reported as well from across S&P sectors during the STAX period, with most beating Wall Street's estimates. But many withheld or withdrew guidance, citing tariff uncertainty. Shakiness continued later in the STAX period as Treasury yields spiked and the dollar sank—two things that hadn't been expected in an atmosphere dominated by U.S. tariff concerns. The weakness in U.S. currency and fixed income markets might have reflected investors shying from these markets amid concerns about policy confusion related to both trade and the U.S. budget. Treasury note yields backtracked in the latter half of April, with the benchmark 10-year note yield eventually falling below 4.2% after touching 4.6% at its April highs. Popular names bought by Schwab clients during the period included: NVIDIA Corp. (NVDA) Inc. (AMZN) Tesla Inc. (TSLA) Meta Platforms Inc. (META) Palantir Technologies Inc. (PLTR) Names net sold by Schwab clients during the period included: Alibaba Group Holding Ltd. (BABA) MicroStrategy Inc. (MSTR) Boeing Co. (BA) Netflix Inc. (NFLX) UnitedHealth Group Inc. (UNH) About the STAX The STAX value is calculated based on a complex proprietary formula. Each month, Schwab pulls a sample from its client base of millions of funded accounts, which includes accounts that completed a trade in the past month. The holdings and positions of this statistically significant sample are evaluated to calculate individual scores, and the median of those scores represents the monthly STAX. For more information on the Schwab Trading Activity Index, please visit Additionally, Schwab clients can chart the STAX using the symbol $STAX in either the thinkorswim® or thinkorswim Mobile platforms. Investing involves risk, including loss of principal. Past performance is no guarantee of future results. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Historical data should not be used alone when making investment decisions. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. The STAX is not a tradable index. The STAX should not be used as an indicator or predictor of future client trading volume or financial performance for Schwab. About Charles Schwab At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity. More information is available at Follow us on X, Facebook, YouTube, and LinkedIn. 0525-S1VN View source version on Contacts At the Company Margaret FarrellDirector, Corporate Communications(203) Sign in to access your portfolio
Business Wire
05-05-2025
- Business
- Business Wire
Schwab Trading Activity Index™: STAX Score Plunges Amid April Volatility
WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) decreased to 41.18 in April, down from its score of 48.36 in March. 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. The reading for the four-week period ending April 25, 2025, ranks 'low' compared to historic averages. 'Volatility was a huge story this month as the STAX fell to its lowest level in two years as Schwab clients were net sellers on a dollar basis of every S&P 500 sector except energy,' said Joe Mazzola, Head Trading & Derivatives Strategist at Charles Schwab. 'Clients shied from individual stocks during April even as the S&P 500 and Nasdaq Composite boomeranged double digits from the April lows. As would be expected given the continued volatility in the markets, we saw a broad pattern of clients rotating out of equities and gravitating towards fixed income and broad-based ETFs as potentially lower-risk alternatives to individual names, using the spike in volatility not to run away from the market but to optimize their trading strategies with the opportunity afforded them.' Amidst tariff policy announcements on April 2, stocks briefly went down to 13-month lows before the market made a dramatic comeback to recover much of those losses amid optimism for trade deal progression, Q1 earnings stability, and declining treasury yields. The STAX fell every week of the April period, though the first week saw the heaviest selling as STAX fell 11%, the biggest weekly drop since the first week of April 2023. The third week of the four saw only mild net-selling but selling accelerated again in the final week ending April 25. On a monthly basis, April's overall STAX plunge of 14.85% was the deepest drop since March 2020, the first full month of the COVID-19 pandemic. While clients didn't participate as much on the equity side, we did see selling of premium toward the end of the month as the CBOE Volatility Index ® (VIX) pulled back from highs. "We did see some ETF buying, which suggests that instead of trying to pick names that would do well with tariffs, clients decided to diversify," Mazzola said. "Clients were risk-averse, generally going back to names they know and companies that they tend to turn to in times of peril. Outside of NVDA, there was a noticeable absence of many of the AI chip providers that normally frequent this list." Inflation data during the STAX period was relatively benign, continuing a trend, but investors nervously watched the Atlanta Fed's GDPNow meter for first quarter gross domestic product (GDP) fall into the red, suggesting tariffs already could be hurting the economy. When the government's first GDP estimate came out after the STAX period ended on April 30, it confirmed those fears, though much of the weakness was driven by a huge gain in imports that likely reflected pull-forward buying ahead of tariffs. The labor market looked strong most of April, as March nonfarm payrolls rose a solid 228,000 and initial weekly jobless claims remained well below 230,000 all month, a relatively light level. Retail sales also popped in March, after faltering earlier this year. There's a chance some of this reflected pre-tariff stocking by consumers as expensive items like automobiles, electronics, and furniture sales all rose sharply. Earnings season began in mid-April and featured solid results from the biggest U.S. banks, most of which referred to resilient consumers but expressed concern about possible tariff impact on business plans for their clients. However, analysts steadily cut their earnings growth estimates for later this year, calling into question current market valuations, which remain historically high even with the April stock market correction. Many other firms reported as well from across S&P sectors during the STAX period, with most beating Wall Street's estimates. But many withheld or withdrew guidance, citing tariff uncertainty. Shakiness continued later in the STAX period as Treasury yields spiked and the dollar sank—two things that hadn't been expected in an atmosphere dominated by U.S. tariff concerns. The weakness in U.S. currency and fixed income markets might have reflected investors shying from these markets amid concerns about policy confusion related to both trade and the U.S. budget. Treasury note yields backtracked in the latter half of April, with the benchmark 10-year note yield eventually falling below 4.2% after touching 4.6% at its April highs. Popular names bought by Schwab clients during the period included: NVIDIA Corp. (NVDA) Inc. (AMZN) Tesla Inc. (TSLA) Meta Platforms Inc. (META) Palantir Technologies Inc. (PLTR) Names net sold by Schwab clients during the period included: Alibaba Group Holding Ltd. (BABA) MicroStrategy Inc. (MSTR) Boeing Co. (BA) Netflix Inc. (NFLX) UnitedHealth Group Inc. (UNH) About the STAX The STAX value is calculated based on a complex proprietary formula. Each month, Schwab pulls a sample from its client base of millions of funded accounts, which includes accounts that completed a trade in the past month. The holdings and positions of this statistically significant sample are evaluated to calculate individual scores, and the median of those scores represents the monthly STAX. For more information on the Schwab Trading Activity Index, please visit Additionally, Schwab clients can chart the STAX using the symbol $STAX in either the thinkorswim ® or thinkorswim Mobile platforms. Investing involves risk, including loss of principal. Past performance is no guarantee of future results. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Historical data should not be used alone when making investment decisions. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. The STAX is not a tradable index. The STAX should not be used as an indicator or predictor of future client trading volume or financial performance for Schwab. About Charles Schwab At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity. More information is available at Follow us on X, Facebook, YouTube, and LinkedIn. 0525-S1VN
Yahoo
07-04-2025
- Business
- Yahoo
Schwab Trading Activity Index™: STAX Score Drops Amid March Uncertainty
Schwab clients were sellers of equities in March; Net selling was highest in the Information Technology, Energy, and Health Care sectors WESTLAKE, Texas, April 07, 2025--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) decreased to 48.36 in March, down from its score of 51.94 in February. 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. The reading for the four-week period ending March 28, 2025, ranks "moderate low" compared to historic averages. "Schwab clients decreased their market exposure by offloading equities in March, but those outflows were buoyed somewhat by buying in fixed income and ETFs, which retail traders turned to instead of picking up individual names on dips," said Alex Coffey, Senior Trading and Derivatives Strategist at Charles Schwab. "From an economic data perspective, the first two weeks of the month were disappointing, and although we saw a leveling off by the third week, that momentum stalled as March came to an end." Schwab clients stepped back from equities during the March STAX period as stocks slumped to six-month lows amid U.S. policy uncertainty and weaker economic data. The S&P 500 hit its highest level of the period on the very first trading day, March 3, and a steep descent followed through mid-month. Though March started with a solid expansion for the February ISM Manufacturing PMI®, economic data became increasingly disappointing as the days went by and the sharp month-over-month drop of the University of Michigan preliminary Index of Consumer Sentiment to 57.9 from February's 64.7 dialed up investor worries about possible "stagflation," characterized by weak growth and rising prices. The February nonfarm payrolls report reinforced economic worries, with jobs growth up slightly from January but closely followed by the measure of un- and underemployed workers rising to 8% from 7.5% in January. In another gloomy development, Delta Air Lines (DAL) cut its first quarter profit estimates due to what it said was U.S. economic uncertainty. Congress narrowly avoided a government shutdown, but turbulence in the nation's capital didn't help sentiment on Wall Street. The Federal Reserve meeting that ended on March 19 featured another rate pause and upbeat words from Fed Chairman Jerome Powell that appeared to reassure the market, but the Fed's updated economic projections showed expectations of slower growth and higher inflation by the end of the year, reinforcing economic concerns. Those concerns also found traction as the Atlanta Fed's GDPNow model for first quarter gross domestic product (GDP) growth fell into negative territory. Though February's Consumer Price Index (CPI) initially eased price fears with lower-than-expected growth, the core inflation reading in the March 28 Personal Consumption Expenditures (PCE) Price Index came in above expectations and the month's STAX reporting period ended on a sour note as the S&P 500 fell nearly 2%. As concerns over the economy mounted, so did stock market volatility. The Cboe Volatility Index® (VIX) reached nearly 30 by mid-March after entering the month below 20, near the historic average. Though the VIX dipped substantially late in March, it finished the March STAX period above 21 and may have helped draw investors away from growth stocks. Popular names bought by Schwab clients during the period included: NVIDIA Corp. (NVDA) Tesla Inc. (TSLA) Inc. (AMZN) Palantir Technologies Inc. (PLTR) Alphabet Inc. (GOOGL) Names net sold by Schwab clients during the period included: AT&T (T) MicroStrategy Inc. (MSTR) Alibaba Group Holding Ltd. (BABA) Exxon Mobil Corp. (XOM) Chevron Corp. (CVX) About the STAX The STAX value is calculated based on a complex proprietary formula. Each month, Schwab pulls a sample from its client base of millions of funded accounts, which includes accounts that completed a trade in the past month. The holdings and positions of this statistically significant sample are evaluated to calculate individual scores, and the median of those scores represents the monthly STAX. For more information on the Schwab Trading Activity Index, please visit Additionally, Schwab clients can chart the STAX using the symbol $STAX in either the thinkorswim® or thinkorswim Mobile platforms. Investing involves risk, including loss of principal. Past performance is no guarantee of future results. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Historical data should not be used alone when making investment decisions. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. The STAX is not a tradable index. The STAX should not be used as an indicator or predictor of future client trading volume or financial performance for Schwab. About Charles Schwab At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients' goals with passion and integrity. More information is available at Follow us on X, Facebook, YouTube, and LinkedIn. 0425-EG0X View source version on Contacts At the Company Margaret FarrellDirector, Corporate Communications(203) Sign in to access your portfolio
