SCHW

Gen Z Investors Love Crypto, Gold and Banking Stocks, According to New Apex Q1 2023 Investor Study

Retrieved on: 
Wednesday, June 7, 2023
Finance, Cryptocurrency, Banking, Professional Services, Fintech, Bitcoin, META, Baby boomers, Gen, Millennials, Lehman Brothers, Silicon Valley Bank, Multimedia, COIN, MARA, CRWD, Generation Z, Movement, Silicon, Apex, AAPL, SCHW, Gold, Investment, MSFT, First Republic Bank, Republic Bank, Mobile phone, Q1

The study utilizes data from Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management.

Key Points: 
  • The study utilizes data from Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management.
  • The study revealed trend-bucking data, including increased Gen Z demand for both gold and crypto as well as strong millennial interest in buying bank stocks amidst uncertainty in the banking industry.
  • View the full release here: https://www.businesswire.com/news/home/20230531005239/en/
    The top 30 tickers by generation in Q1 2023.
  • The following data refers to the rankings of the most commonly held securities at Apex by generation in Q1 2023.

Thinking about trading options or stock in Charles Schwab, MicroStrategy, Bank of America, Apple, or Morgan Stanley?

Retrieved on: 
Tuesday, March 14, 2023
Wall Street, Report, AAPL, SCHW, BAC, MSTR, MS, Retail

NEW YORK, March 14, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SCHW, MSTR, BAC, AAPL, and MS.

Key Points: 
  • NEW YORK, March 14, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for SCHW, MSTR, BAC, AAPL, and MS.
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Dynasty Financial Partners Closes Minority Private Capital Raise to Fuel the Growth of Its Offering to Clients

Retrieved on: 
Friday, December 16, 2022
Professional Services, Business, Other Professional Services, Finance, Consulting, Banking, Movement, SCHW, SSB, Oliver Cromwell, TD Ameritrade, NYSE, RIAS, Partnership, RIA, Software, Light, Toronto-Dominion Bank, TD, TAMP, J. P. Morgan, Charles Schwab Corporation, Housing, Ecosystem, SIPC, FDIC, Growth, Network, Core Services, Investment, Citibank, UMB Financial Corporation, RBC Capital Markets, Sullivan & Cromwell, Goldman Sachs, Equal housing lender, Form, Security (finance), Financial adviser, Bank, Financial services, Dynasty, Abry

Dynasty Financial Partners (“Dynasty”) today announced the company has closed a minority private capital raise, adding Abry Partners (“Abry”) and The Charles Schwab Corporation (“Schwab”) as new minority investors.

Key Points: 
  • Dynasty Financial Partners (“Dynasty”) today announced the company has closed a minority private capital raise, adding Abry Partners (“Abry”) and The Charles Schwab Corporation (“Schwab”) as new minority investors.
  • The company also plans to invest in the growth of Dynasty Capital Strategies, making further equity investments in its network of clients and making capital available for inorganic growth.
  • Concurrent with this capital raise, Dynasty has executed minority equity investments in many of its RIA clients.
  • “We are excited to be able to deploy this growth capital on behalf of our clients in newly expanded ways.

Schwab to Again Host the Charles Schwab Cup Championship at Phoenix Country Club, Its 19th Year as Sponsor of the Event

Retrieved on: 
Monday, November 7, 2022
Professional Services, Golf, Sports, Other Professional Services, Finance, Asset Management, Banking, Golf, TaylorMade, Male, Senior Tour, Board, Equal housing lender, PGA, History, NYSE, Phoenix Country Club, Veteran, Foreign Affairs Policy Board, Charles Schwab Cup Championship, Toronto-Dominion Bank, Organic, TD Ameritrade, SCHW, Charles Schwab Corporation, FDIC, PGA Tour Champions, Seniors Tour Championship, Partnership, TD, SIPC, Housing, SWA, ClubCorp, SSB, Topgolf, Ryder Cup, Financial adviser, Schwab

Charles Schwab today announced that the company will again host the Charles Schwab Cup Championship, the final event of the PGA TOUR Champions season that culminates with the top 36 players competing in a four-round tournament at Phoenix Country Club.

Key Points: 
  • Charles Schwab today announced that the company will again host the Charles Schwab Cup Championship, the final event of the PGA TOUR Champions season that culminates with the top 36 players competing in a four-round tournament at Phoenix Country Club.
  • Established in 1990 and formerly known as the Senior Tour Championship, the Charles Schwab Cup Championship is the final event of the season on the PGA TOUR Champions , the leading golf tour for male professionals 50 years and older.
  • Charles Schwab Cup Championship also continues with its history of giving back to local communities as the tournament helps generate over $500,000 for charities throughout the state of Arizona.
  • Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products.

Schwab Advisor Services™ Expands Ability for Matchmaking Between Advisor Firms

Retrieved on: 
Wednesday, November 2, 2022
Professional Services, Technology, Software, Finance, Consulting, Banking, Personal Finance, SCHW, Charles Schwab Corporation, Goal, Growth, Culture, Equal housing lender, Conference, Division, TD, TD Ameritrade, NYSE, Industry, FDIC, Exchange, Collection, TDA, Compliance, History, FINRA, Education, Toronto-Dominion Bank, Business consultant, RIA, Solution, SIPC, Housing, Financial adviser

Schwab Advisor Services is expanding its RIAConnect platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent.

Key Points: 
  • Schwab Advisor Services is expanding its RIAConnect platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent.
  • The enhanced platform leverages a proprietary algorithm designed to match firms with mutual goals or needs.
  • Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.
  • Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support of Schwab.

Schwab Advisor Services Expands Campaign Educating Investors on the Advantages of Working with Independent Advisors

Retrieved on: 
Wednesday, November 2, 2022
Finance, Socially Responsible Investing, Banking, Professional Services, Asset Management, SCHW, Charles Schwab Corporation, Awareness, Goal, Intact Media Group, Digital, Equal housing lender, YouTube, Division, TD, NYSE, Industry, Program, Directory, RIAS, FDIC, Education, Compliance, Social media, Advertising, Walking, TRG, History, Confusion, Toronto-Dominion Bank, Social, Charles Schwab, RIA, Solution, SIPC, Housing, Financial adviser, Tobacco, Facebook, Schwab, TD Ameritrade

Schwab has long championed the RIA model through advertising that profiles actual independent advisors who custody with Schwab.

Key Points: 
  • Schwab has long championed the RIA model through advertising that profiles actual independent advisors who custody with Schwab.
  • As the leading custodian to independent advisors, were proud to dedicate our energy and resources to raise awareness of the independent difference.
  • And even before Schwab completes its integration with Ameritrade, the Independent Difference campaign this year profiles some independent investment advisors that use Ameritrades custody services and has added some Ameritrade firms to the advisor directory.
  • Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support of Schwab.

The Charles Schwab Corporation Announces Appointment of New Board Member

Retrieved on: 
Friday, October 28, 2022
Banking, Asset Management, Professional Services, Finance, University, FDIC, Business, Charles Schwab Corporation, Board of directors, SSB, Haas School of Business, Financial literacy, Housing, Triple accreditation, TD, President's Advisory Council on Financial Capability, Board, Visual literacy, Advisory Council, TD Ameritrade, Boy, SCHW, SIPC, Chairperson, Equal housing lender, NYSE, Berkeley, Indonesian National Board for Disaster Management, Financial adviser

The Charles Schwab Corporation today announced its Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately.

Key Points: 
  • The Charles Schwab Corporation today announced its Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately.
  • She has served as Board Chair of the Charles Schwab Foundation since 2014 and as Board Chair of Schwab Charitable since 2012.
  • We are fortunate to have Carrie join the Schwab Board, said Walt Bettinger, Co-Chairman and Chief Executive Officer of The Charles Schwab Corporation.
  • TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation.

Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends

Retrieved on: 
Wednesday, October 26, 2022
Professional Services, Finance, Fintech, Asset Management, Banking, Personal Finance, TD Ameritrade, NYSE, TD, Charles Schwab Corporation, Equal housing lender, Toronto-Dominion Bank, Housing, SIPC, SCHW, FDIC, SSB, Life insurance, Financial adviser

5.95% Non-Cumulative Perpetual Preferred Stock, Series D

Key Points: 
  • 5.95% Non-Cumulative Perpetual Preferred Stock, Series D
    Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E (in floating rate period)
    5.00% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series F
    5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G
    4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series H
    4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I
    4.450% Non-Cumulative Perpetual Preferred Stock, Series J
    5.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series K
    The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 33.9 million active brokerage accounts, 2.3 million corporate retirement plan participants, 1.7 million banking accounts, and $6.64 trillion in client assets.
  • Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products.
  • TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation.
  • TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation.

Schwab 401(k) Study Finds Millennials and Gen Z Take Advantage of Broader Range of Retirement Resources Than Previous Generations

Retrieved on: 
Tuesday, October 25, 2022
Professional Services, Consumer, Finance, Consulting, Generation Z, Personal Finance, News, Time, Life, DBS, Housing, ESG, Family, NYSE, Income, Retirement, Investment, Golladay, History, Charles Schwab Corporation, Goal, HSA, Friends, Compliance, Equal housing lender, HSAS, Industry, Gen, SIPC, View, Social media, Ageing, SCHW, FDIC, Travel, Solution, SSB, Financial adviser, Renewable energy, Insurance, Health insurance, Generation Z, Boomer, Generation X, Millennials, Millennials

Only 37% of Gen Z workers say their first investing experience was through a 401(k), a lower proportion than Millennials (54%), Gen X (61%) and Boomers (61%).

Key Points: 
  • Only 37% of Gen Z workers say their first investing experience was through a 401(k), a lower proportion than Millennials (54%), Gen X (61%) and Boomers (61%).
  • More than 4 in 10 Gen Z and Millennial workers wish they could invest in annuities and cryptocurrency in their 401(k).
  • Gen Z wants to retire at 60 and Millennials at 62, compared to 64 and 67 for Gen X and Boomers.
  • Schwab Retirement Plan Services, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E

Retrieved on: 
Thursday, October 20, 2022
Banking, Asset Management, Professional Services, Finance, TD Ameritrade, CUSIP, DTC, Depository Trust Company, NYSE, Attention, TD, Charles Schwab Corporation, Equal housing lender, Toronto-Dominion Bank, SIPC, FICC, Series, Housing, SCHW, FDIC, Suite, SSB, Security (finance), Financial adviser

The Charles Schwab Corporation today announced that it will redeem on December 1, 2022, all of the 6,000 outstanding shares of its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E (Series E Preferred Stock), and the corresponding 600,000 depositary shares (Depositary Shares), each representing a 1/100th interest in a share of the Series E Preferred Stock.

Key Points: 
  • The Charles Schwab Corporation today announced that it will redeem on December 1, 2022, all of the 6,000 outstanding shares of its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E (Series E Preferred Stock), and the corresponding 600,000 depositary shares (Depositary Shares), each representing a 1/100th interest in a share of the Series E Preferred Stock.
  • The Depositary Shares (CUSIP 808513 AP0) will be redeemed at a redemption price of $1,000 per Depositary Share.
  • The Depositary Shares are held in book-entry form through the Depository Trust Company (DTC) and will be redeemed in accordance with the procedures of DTC.
  • Payment to DTC for the Depositary Shares will be made by Equiniti Trust Company as redemption agent.