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US.SCHW · Charles Schwab Corporation

110分制 50.3/110；5D動能v2 5/50；排序分 55.3/160

Back to ranking Open volume snapshot
Ranking score 55.3/160
Main score 50.3/110
5D momentum v2 5/50
Rank #228
Setup grade F 23.9

Score breakdown

避免

Medium twelvedata

Score and price trend

F 23.9 Low sample confidence

Main score, 5D momentum v2, close price, and improving or exit-review turn signals are plotted from archived daily snapshots.

Move the mouse over the chart lines to inspect readings.

0 40 80 110 Score 06-17 07-22 08-24 09-25 10-23 $84.52$107.09$129.65 Price Projection date
Historical projection
Model Median P25/P75 歷史相似情境上漲比例 Down5 Actual / compare
Rolling DOE best · score 2.367 · anchors 120 +0.80% -0.55% / +2.89% 66.3% 2.5% Actual outcome pending · 1 / 3 bars observed
30D observation +4.18% -0.81% / +10.39% 70% 3.8% Actual outcome pending · 1 / 30 bars observed
Historical projection 10D n=160 +0.77% -0.72% / +2.83% 65.6% 3.1% Actual outcome pending · 1 / 10 bars observed

歷史情境統計基於已存檔相似 setup；圖中投影中位線為統計中位數的線性插值展示，並非價格路徑預測或買賣建議。

2026-06-17 → 2026-10-23 · 90 archived points · 1 Improving turn signal · 10 Deteriorating signal

Summary

score_with_momentum_v2 = main score + 5D momentum v2

Ranking score 55.3
Display grade 避免
Model version cursor_18_27_news_v2_160
Main score 50.3/110 (避免)
5D momentum v2 5/50 (弱)
Score with momentum v2 55.3/160 (低排序)
Risk level Medium

Audit trace

Full calculation detail

Calculation detail · 8 sections

Market inputs

Bar count 60
ma20 109.692
ma50 106.2482
close 107.25
prevClose 107.33
avgVolume20 7506890
volumeRatio 0.63
changePercent -0.07

Metrics snapshot

close 107.25
volume 4755700
changePercent -0.07

110-point main rating

基本面5 + 資金流20 + 市場環境15 + 催化劑20 + 風險管理10 + 技術信號30 + 情緒10

Main score 50.3/110
Main rating 避免
5D momentum v2 5/50
Score with momentum v2 55.3/160
Formula score_with_momentum_v2 = main_score + momentum_5d_v2_score

基本面 — 4.8/5 · 優秀
Dimension score 4.8/5
Dimension grade 優秀

Sub-items

pbPoints 0.2
pePoints 0.5
epsPoints 0.75
roePoints 0.75
debtPoints 0.5
marginPoints 0.75
turnoverUsdM 510.0488
volumePoints 0.5
revenuePoints 0
dividendPoints 0.3
marketCapPoints 0.5

資金流 — 6/20 · 較差
Dimension score 6/20
Dimension grade 較差

Sub-items

cmfPoints 0.8
mfiPoints 1.6
obvPoints 0.8
vwapPoints 0.8

institutional

score 2

details

source optional-neutral

warning

code INSTITUTIONAL_DATA_OPTIONAL
symbol US.SCHW
message Institutional ownership is unavailable; neutral 2/4 money-flow treatment used.
optional true
holderCount n/a
holderPoints 2
top10ShareRatio n/a
concentrationPenalty 0
institutionPoints 2

市場環境 — 9/15 · 一般
Dimension score 9/15
Dimension grade 一般

Sub-items

vix

score 2.4

details

source twelvedata+fred
vixClose 17.84

trend

score 2.8

details

qqq

ma20 715.668
ma50 710.4064
name QQQ
close 714.88
points 1.4

spy

ma20 766.879
ma50 758.6164
name SPY
close 764.29
points 1.4
source twelvedata+fred
atrPct 2.1079
atrPoints 3
cciPoints 0.8
vixPoints 2.4
marketTrendPoints 2.8

催化劑 — 2/20 · 較差
Dimension score 2/20
Dimension grade 較差

Sub-items

catalyst

score 2

details

source finnhub_news_keyword_model
articleCount 8
catalystCount 0
catalystPoints 2

風險管理 — 7.4/10 · 良好
Dimension score 7.4/10
Dimension grade 良好

Sub-items

position

score 1.6

details

atrPct 2.1079
turnoverUsdM 510.0488
liquidityPoints 0.6
volatilityPoints 1
rrPoints 1.4

stopLevels

symbol US.SCHW
rr_range 1:1.0-1:2.5
risk_profile 中等
stop_loss_price 102.7286

strength_details

ma_score 1.5
atr_score 2
rsi_score 2.5
macd_score 1.5
volume_score 1
market_adjustment 1
risk_reward_ratio 1.2
stop_loss_percent 4.2
take_profit_price 112.6125
target_multiplier 1.9
technical_strength 1.68
take_profit_percent 5
positionPoints 1.6
stopLossPoints 2.4

diversification

score 2

details

method sector concentration proxy; no portfolio holdings used
sector Financials
concentratedSectorPenalty 0
riskRewardRatio 1.2
stopLossPercent 4.2158
diversificationPoints 2

技術信號 — 17.1/30 · 較差
Dimension score 17.1/30
Dimension grade 較差

Sub-items

bbPoints 2.4
adxPoints 3
sarPoints 1.2
vcpPoints 2.2
macdPoints 2.4

vcpPayload

vcp_pass false
vcp_score 2.2
vcp_reason 波幅收縮(10.7%→4.5%)；跌縮量(近10日4日)；站上MA50；Ready=Y；Confirm=N

vcp_metrics

up_days 3
vol_ref 7380916.6667
down_days 6
vcp_ready true
above_ma50 true
avg_vol_10 7870630
avg_vol_20 7526865
avg_vol_30 7380916.6667
range_pct_10 0.0449
range_pct_20 0.0778
range_pct_30 0.1069
up_expand_ok false
lookback_used 59
near_20d_high true
contraction_ok true
down_shrink_ok true
up_expand_days 1
breakout_20d_ok false
vol_ratio_10_30 1.0663
dist_to_20d_high 0.0636
down_shrink_days 4
breakout_level_20d 114.53
vcp_breakout_confirm false
contraction_ratio_10_30 0.4206
vcp_name_en Volatility Contraction Pattern
vcp_name_zh 波動收縮形態
vol_contraction true
kdjAdxPoints 0.5
rsiKdjPoints 1.6
volumeWeight 2
maCrossPoints 1.6
shortRsiPoints 0.4
shortMacdPoints 0.4
volConfirmPoints 1
volumePointsTechnical 0.4

情緒分析 — 4/10 · 較差
Dimension score 4/10
Dimension grade 較差

Sub-items

sentiment

score 4

details

source finnhub_news_keyword_model
articleCount 8
negativeHits 0
positiveHits 2
sentimentScoreRaw 0.6

sentimentData

raw {"id":141407455,"url":"https://finnhub.io/api/news?id=027b8afe0e5d462171d31169b71b5ef2ac90f45bf85dec1c59be3d260002fc7a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab stock has almost doubled over the past three years, while current valuation checks send a more restrained signal, with the Excess Returns intrinsic value estimate pointing to some upside and market multiples looking closer to fair. For investors, the picture is neither clearly cheap nor clearly expensive, which makes the recent share gains worth a closer look. Charles Schwab has returned 99.0% over the past three years, which puts extra focus on whether the current price still...","category":"company","datetime":1788488124,"headline":"Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run"}, {"id":141361804,"url":"https://finnhub.io/api/news?id=8d860ca0b8bc9fd79ab01f196baa4300027ff593ff572eda0975ae70c3e85415","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Charles Schwab (NYSE:SCHW) and its peers.","category":"company","datetime":1788266780,"headline":"Q2 Earnings Roundup: Charles Schwab (NYSE:SCHW) And The Rest Of The Investment Banking & Brokerage Segment"}, {"id":141361806,"url":"https://finnhub.io/api/news?id=bfa6b200de6b44686d2fa5ff87c726ca6fcb14021ca2d613c4cee46460a38dff","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab (SCHW) has moved deeper into digital assets by planning to add Solana, Avalanche, and Chainlink to its Schwab Crypto platform, giving clients more cryptocurrency choices alongside traditional brokerage and banking services. For context, Charles Schwab’s recent move into a broader range of digital assets comes after a period of strong share price momentum, with a 90 day share price return of 26.11% and a 1 year total shareholder return of 16.41% from a last close of US$110.16...","category":"company","datetime":1787973310,"headline":"Charles Schwab (SCHW) Expands Crypto Offering As Investors Weigh Whether Shares Are Fully Valued"}, {"id":141262946,"url":"https://finnhub.io/api/news?id=51288fe73f66271899d906b2880c650369ce723f8dde093bacafe5436d4111f8","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab (SCHW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.","category":"company","datetime":1787243408,"headline":"Why Is Charles Schwab (SCHW) Up 10% Since Last Earnings Report?"}, {"id":141279018,"url":"https://finnhub.io/api/news?id=c6d12f77ee48e80e9e8379fe0ffce66a51e04e596817c230352f2a2263f3a432","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab’s updated model now points to a Fair Value price target of US$125.00, compared with the previous US$116.16 figure. Analysts link this shift to stronger recent execution, higher Street price targets in the US$120 to US$145 range, and debate over how durable client activity, trading strength, and new products may be for the company. Read on to see what is driving the evolving Charles Schwab narrative and how you can keep track of the next set of changes. Stay updated as the Fair...","category":"company","datetime":1787213543,"headline":"Charles Schwab (SCHW) Stock Fair Value Rises After Strong Q2 And Analyst Target Increases"}, {"id":141279032,"url":"https://finnhub.io/api/news?id=0aac24f59c63a3639fdc674ead5531c1aa2a3c34c9610e3d8bdd80ef1f2cfc3c","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The Charles Schwab Corporation (NYSE:SCHW) is making a bigger push into India with a new global capability centre in Hyderabad. The company plans to grow the centre to around 2,000 employees by the end of 2027, starting with about 500 hires in the first year. The centre will support Schwab’s U.S. operations through technology, engineering […]","category":"company","datetime":1787178250,"headline":"The Charles Schwab Corporation (SCHW)’s India Investment Could Support Margins as AI Changes Banking"}, {"id":141279022,"url":"https://finnhub.io/api/news?id=d6133cb1edb32e56e6986a45ed289c95819d242c76a0c5c1ec267392b5eb866d","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"In August 2026, Charles Schwab raised US$2.60 billion through two fixed-to-floating rate note offerings while facing ongoing litigation linked to Linqto’s bankruptcy process and trustee dispute. At the same time, Schwab reported very large client asset totals of US$13.04 billion and expanded its derivatives lineup with cash-settled Single Stock Futures, underscoring its push to deepen client engagement and product breadth. With recent client asset momentum and new Single Stock Futures...","category":"company","datetime":1787148606,"headline":"How Schwab’s Capital Raise, Client Assets and New Derivatives Launch At Charles Schwab (SCHW) Has Changed Its Investment Story"}, {"id":141279023,"url":"https://finnhub.io/api/news?id=d4b2ab82fbc9ac47e42a89fc5815cffd03b3e5dc55df778ec8386b5cc53d18c0","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab stock has more than doubled over the past three years, yet its current checks suggest only a modest discount to intrinsic value rather than a clear bargain or an obvious premium. The Excess Returns intrinsic value estimate points to some upside, while the broader valuation picture around the market multiples looks closer to about right. Charles Schwab has returned 106.1% over 3 years, which puts extra focus on whether today’s price still leaves enough room for future...","category":"company","datetime":1787130884,"headline":"Charles Schwab (SCHW) Stock Looks Reasonable Following A 106% Three Year Run"}
raw_source {"id":142124212,"url":"https://finnhub.io/api/news?id=b37077e7c015ca75d6510ce8947ce82e514a1e63ed486c3c1a2cad687ae393d7","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"A bank representative handed a grieving widow a form, checked a box, and processed a transaction that looked completely routine. That single checkbox quietly activated a tax penalty she had every legal right to avoid for the next three and a half years.","category":"company","datetime":1789317112,"headline":"She Inherited Her Husband’s $300,000 IRA at 56 and Rolled It Into Her Own Name, Like the Bank Suggested. Every Withdrawal Until 59½ Cost Her a 10% Penalty She Didn’t Have to Pay"}, {"id":142122655,"url":"https://finnhub.io/api/news?id=8b3b8873857a7b6d4803704cad25799ddf2df02efad60a14cdd55858121c98d6","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"New research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.","category":"company","datetime":1789293600,"headline":"Don't Let Your Teen Learn Investing Alone: 7 Ways Parents Can Lead the Way"}, {"id":142089473,"url":"https://finnhub.io/api/news?id=75c2b8381b42e7b6141dac2277fbc11536341bad2d7f42e1f86a286a56f89e3d","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab is raising the minimum account balance for a tax-smart strategy favored by investment advisors who use Schwab’s trading platform. Starting Sept. 16, investors who want to take advantage of Schwab’s long/short separately managed accounts will need minimum balances of $10 million, up from the current minimum of $1 million. Schwab says the change will affect only new accounts, not existing ones.","category":"company","datetime":1789147980,"headline":"Week’s Best: Schwab Hikes Minimums on Popular Tax Strategy"}, {"id":142090086,"url":"https://finnhub.io/api/news?id=7e8d01a20112cd290cf627a2d3db20f72f2c44c2cffa6bfebd76bef326b7a1ca","image":"https://cdn.benzinga.com/files/images/story/2026/09/11/Federal-Reserve-Chair-Kevin-Warsh-Delive.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"Bank of America and Schwab could benefit from a Fed hike, while Nvidia and D.R. Horton face a tougher setup as odds climb above 80%.","category":"company","datetime":1789140859,"headline":"CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week"}, {"id":142083075,"url":"https://finnhub.io/api/news?id=85df6d566834f7c205bfce91f363b4cafcd11d312bc49db7876642929be83ad3","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Robinhood's tokenized-stock push faces fresh scrutiny as issuer objections and regulatory questions threaten to raise costs and slow global expansion.","category":"company","datetime":1789129200,"headline":"HOOD Stock Tokens Draw Fresh Scrutiny: Could Regulation Slow Expansion?"}, {"id":142079255,"url":"https://finnhub.io/api/news?id=f0c5a41e35bc7e6b596cfe497ae4019b1804c17eb21b49c94e0bf89df2b1ce6a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Four US spot XRP ETFs appeared as collateral in repurchase agreements held by a Schwab money market fund as of Aug. 31. At least $8.32 ...","category":"company","datetime":1789120035,"headline":"XRP ETFs Enter Wall Street Repo Market via Schwab Money Fund Collateral"}, {"id":142066143,"url":"https://finnhub.io/api/news?id=c57feac8f2987583d6f871b1a83ee9128199cacc8004f2caf72fd48219db9870","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"She has $150,000 set aside for a future home purchase and zero debt, yet her carefully guarded down payment may be quietly working against her every month she waits for the right moment to buy.","category":"company","datetime":1789075439,"headline":"‘I’m a Renter, But I Have $150,000 Sitting in Cash’: The Price of Waiting Out Record Home Prices"}, {"id":142063369,"url":"https://finnhub.io/api/news?id=2c250e260e3f1926bf749372f1a6e546317df430229fd62788442544437120fc","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.","category":"company","datetime":1789061344,"headline":"2 Growth Stocks to Add to Your Roster and 1 We Brush Off"}, {"id":142060844,"url":"https://finnhub.io/api/news?id=8f2313a29c5addfc4cf459c566abe6c8a690262a8fdcb49f0f6d2c9f4791875f","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"SCHO sticks to Treasuries with minimal volatility, while ISTB diversifies into corporate and mortgage debt for extra income. Which strategy fits your risk tolerance?","category":"company","datetime":1789043896,"headline":"Which Short-Term Bond ETF Is the Better Buy: iShares' ISTB or Schwab's SCHO?"}, {"id":142060845,"url":"https://finnhub.io/api/news?id=d7c4ca36fe3efc2d7b47ca068a1d4c805076550fa2a63e23ddfedd72ecdb44db","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The brokerage business may not be exactly what it looks like from the outside.","category":"company","datetime":1789042800,"headline":"Charles Schwab Earns a Spread on Idle Client Cash. What Happens to the Stock if That Spread Narrows?"}, {"id":142027433,"url":"https://finnhub.io/api/news?id=18d3798f0d71d8b2d0731eec8bfbe050cbde883534a7522a888d42d9c6b20b6c","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.","category":"company","datetime":1788974040,"headline":"Charles Schwab’s Trading Data Shows Investors Dialing Back on Risk"}, {"id":141970797,"url":"https://finnhub.io/api/news?id=f45e9e76d0bcf0ac3ed6f2e6897bd118b798036f26dead34cacd05d37bf181f1","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.","category":"company","datetime":1788931621,"headline":"SpaceX, Nvidia Lead Schwab Buys As Software Rally Spurs Profit-Taking – Trading Gauge Posts First Dip Since April"}, {"id":141952667,"url":"https://finnhub.io/api/news?id=44a54762116f21738f1485ef3f9cb3b16ef76d4d4c297e1087e6f75e9a5d03d8","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"WESTLAKE, Texas, September 08, 2026--The Schwab Trading Activity Index™ (STAX) decreased to 57.50 in August, down from its score of 59.80 in July. 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.","category":"company","datetime":1788885000,"headline":"Schwab Trading Activity Index™: STAX Score Dips in August"}, {"id":141950487,"url":"https://finnhub.io/api/news?id=595f59be0d0ee20117553df81713a108cef584880778d2943f03f9da92e6357f","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"HOOD enters IPO underwriting with Oura. The move is expected to expand retail allocations, deepen issuer ties and add a new fee-based revenue stream.","category":"company","datetime":1788876060,"headline":"Robinhood Enters IPO Underwriting: Can IB Be the Next Growth Avenue?"}, {"id":141950486,"url":"https://finnhub.io/api/news?id=4db1a19c0b9f8a3077a93a048130f2bc06410a3ac7a57b019ca8534e3695855c","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Retail investors were less eager buyers of stocks in August, taking advantage of gains early in the month to trim some of their positions and leading to a 3.9% decline in Charles Schwab's index of stock positions and trading activity, per data shared exclusively with Axios.","category":"company","datetime":1788867064,"headline":"Retail investors were less bullish in August"}, {"id":141951923,"url":"https://finnhub.io/api/news?id=6896d05911d5f7bce6d023d90dbc9251821aaccf489ef561e32339aab1fa1acb","image":"https://cdn.benzinga.com/files/images/story/2026/09/08/Robinhood-Trading-Application-On-Mobile-.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"Robinhood's 30% run has been read as a crypto trade. BofA argues the durable driver is agentic trading via MCP.","category":"company","datetime":1788866407,"headline":"Robinhood's 30% Rally Is Less About Crypto And More About Agentic Trading"}, {"id":141949588,"url":"https://finnhub.io/api/news?id=1767b2f22755bc8b1c96aee9321cdef24fd4f58577f93a275bdf20aae09f7b20","image":"","source":"SeekingAlpha","related":"SCHW","summary":"","category":"company","datetime":1788865199,"headline":"Charles Schwab: Hold For Existing Holders; A Buy For New Money On A Pullback"}, {"id":141532942,"url":"https://finnhub.io/api/news?id=ce7720751a631c0bd831ee1a12e59ddab01a5435b3e19c420fa48d9a726a8cb6","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Amid rising Treasury yields, Schwab Bond ETFs are attracting billions in investments.","category":"company","datetime":1788629460,"headline":"Schwab Bond ETFs See Billions Pour In, and Here's Why"}, {"id":141514886,"url":"https://finnhub.io/api/news?id=b0e7ae77012eccb98316b52d5e585d8f2a652ec3a1645a7e3ef1c41221fce6f5","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The August jobs report looked like a blockbuster — look inside and the story changes fast.","category":"company","datetime":1788608836,"headline":"The biggest August jobs beat in nearly 30 years may be less impressive than it looks: Chart of the Day"}, {"id":141455170,"url":"https://finnhub.io/api/news?id=3a2ca11a376057e737cde578eddc6018e15d4fb3681da88536cc467d3c001582","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The minimum initial investment for many long/short strategies is rising to $10 million from $1 million on Sept. 16.","category":"company","datetime":1788546600,"headline":"Charles Schwab Sharply Raises Minimum on Tax-Smart Strategy Popular With Advisors"}, {"id":141437510,"url":"https://finnhub.io/api/news?id=db2bce90edfd3ba5adaa9d3ad8d4946d52dec4af3688844b7b0118a2bc9e92c4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab stock, along with Robinhood Markets, Ameriprise and LPL Financial, are in or near buy zones in the ongoing stock market action.","category":"company","datetime":1788534436,"headline":"Charles Schwab, Robinhood In Or Near Buy Zones But Interactive Brokers Triggers A Sell Signal"}, {"id":141431610,"url":"https://finnhub.io/api/news?id=3569d0f0c5b553b313e912c35049c367cc8408f3c8f0edd94c3b079d29162a9e","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Clark Howard named a specific age when corporate America tends to push workers out, and it falls years before most people's retirement plans even begin to account for income gaps, portfolio shortfalls, or Social Security decisions.","category":"company","datetime":1788532532,"headline":"‘Corporate America Is Basically Exterminating Your Career.” Clark Howard’s Sounds Alarm For Americans In Their 50s, Who Want To Work Till 65"}, {"id":141407455,"url":"https://finnhub.io/api/news?id=027b8afe0e5d462171d31169b71b5ef2ac90f45bf85dec1c59be3d260002fc7a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab stock has almost doubled over the past three years, while current valuation checks send a more restrained signal, with the Excess Returns intrinsic value estimate pointing to some upside and market multiples looking closer to fair. For investors, the picture is neither clearly cheap nor clearly expensive, which makes the recent share gains worth a closer look. Charles Schwab has returned 99.0% over the past three years, which puts extra focus on whether the current price still...","category":"company","datetime":1788488124,"headline":"Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run"}, {"id":141398159,"url":"https://finnhub.io/api/news?id=8609071333cef6dd7709c776ae4605e4aeca528c75b923fabd598aaa03230335","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"It’s the latest in a series of moves that highlight the risks and concerns around one of the most popular trades on Wall Street.","category":"company","datetime":1788444159,"headline":"Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts"}, {"id":141407456,"url":"https://finnhub.io/api/news?id=ac1ad83e499c84613c129dd93bfb452fbfaf3fd45ca8b42ab458dabfede4e1b7","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Jannik Sinner, the world's top-ranked tennis player, has a coach. So does No. 1 golfer Scottie Scheffler. But do you need a financial coach?","category":"company","datetime":1788433249,"headline":"Financial Coach? How A Money Mentor Can Help You Live Large"}, {"id":141401560,"url":"https://finnhub.io/api/news?id=6f3590ddcb415e7a42ab6ca0a988f7db5136466913cae62d10c4a5de27bf98aa","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Bringing some of Altruist’s AI financial planning tech to Vanguard Digital Advisor may be a core reason the asset manager made the offer in the first place.","category":"company","datetime":1788411780,"headline":"Vanguard’s Altruist Deal May Shake Up Robo-Advice"}, {"id":141378312,"url":"https://finnhub.io/api/news?id=89aef27d6f6fd42c160355bcc1686aee45b00c500528c3de1e985f9596a32b0a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Interactive Brokers' August client DARTs jumped 23% y/y as volatility and strong client growth fueled trading activity.","category":"company","datetime":1788362160,"headline":"IBKR Sees 23% Y/Y Rise in Client DARTs in August 2026: What Drove It?"}, {"id":141379782,"url":"https://finnhub.io/api/news?id=b11d9dc6314c762ce7b433e499ef3c4542800ada8375d6fc096d86c76246bd66","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Can SCHW's expansion into wealth management, banking, lending and crypto deepen client relationships and drive the next phase of growth? Let's find out.","category":"company","datetime":1788361920,"headline":"Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase?"}, {"id":141377683,"url":"https://finnhub.io/api/news?id=85ffe7846c796c19e99f3579fdfa35bdf1d8d1f2e3274c00814bb35b7aec473c","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2260312486/image_2260312486.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"SCHW","summary":"The September 2026 Top 25 High-Growth Dividend Stocks list targets quality companies trading below intrinsic value with strong long-term return potential.","category":"company","datetime":1788344147,"headline":"Top 25 High-Growth Dividend Stocks For September 2026"}, {"id":141375684,"url":"https://finnhub.io/api/news?id=6c633369fabf648730eae96d1491a940c71b649f7f381b28db0031c80b4b2459","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Dave Ramsey built a brand on the promise that anyone can retire a millionaire for pocket change, but four days after making that claim on air, his own co-hosts ran the numbers for a real caller and landed somewhere very different.","category":"company","datetime":1788342542,"headline":"‘Anyone Can Become a Millionaire’ for $100 a Month, Ramsey’s Own Show Just Priced It at $2,275"}, {"id":141374771,"url":"https://finnhub.io/api/news?id=5113e172ee06afce18aeedc8932b8694b74977deb38f72ecbb77d9e56fd8ef09","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2216601928/image_2216601928.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"SCHW","summary":"Interim data takes center stage, with Costco, Ford, Robinhood and Charles Schwab offering fresh reads on consumers, autos and retail trading.","category":"company","datetime":1788320400,"headline":"Want The Fastest Read On The Economy? Watch These Interim Reports"}, {"id":141361817,"url":"https://finnhub.io/api/news?id=1c3d90e7a8841d9f17a68a83fa7fb7a51ff82a834a2335f1d690faca4eecbc5b","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"HOOD's tokenization push is gaining traction as Chain volume, Stock Tokens and Earn broaden its digital-asset ecosystem beyond trading.","category":"company","datetime":1788274620,"headline":"Robinhood's Tokenization Push: Can Chain and Stock Tokens Fuel Growth?"}, {"id":141361816,"url":"https://finnhub.io/api/news?id=50e33bd18b6cd236d3ea555ecd530eac8ca13b38461a13cb0ea1447a6f3aef8d","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Both funds charge identical 0.03% expense ratios, but Vanguard holds significantly more assets and offers a higher dividend yield of 1.2%.","category":"company","datetime":1788267541,"headline":"Schwab Small-Cap ETF Outperforms Vanguard on One-Year Returns by Letting Sandisk Shine"}, {"id":141369976,"url":"https://finnhub.io/api/news?id=dc1d7681d88d528b57db534dd0fbbb255ea44b93fcf4276f1613d132d4802175","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The Charles Schwab has underperformed the broader market over the past year, while analysts remain moderately optimistic about its future prospects.","category":"company","datetime":1788267450,"headline":"Is Charles Schwab Stock Underperforming the S&P 500?"}, {"id":141361804,"url":"https://finnhub.io/api/news?id=8d860ca0b8bc9fd79ab01f196baa4300027ff593ff572eda0975ae70c3e85415","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Charles Schwab (NYSE:SCHW) and its peers.","category":"company","datetime":1788266780,"headline":"Q2 Earnings Roundup: Charles Schwab (NYSE:SCHW) And The Rest Of The Investment Banking & Brokerage Segment"}, {"id":141361361,"url":"https://finnhub.io/api/news?id=65f189af49011f28d53d6f7c926516911c8f7685884b34b68673db9ba7c29cf4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Investment banks are poised for growth as deal activity, trading and technology spending create opportunities for Morgan Stanley, Schwab and IBKR.","category":"company","datetime":1788192240,"headline":"Zacks Industry Outlook Highlights Morgan Stanley, The Charles Schwab and Interactive Brokers"}, {"id":141361806,"url":"https://finnhub.io/api/news?id=bfa6b200de6b44686d2fa5ff87c726ca6fcb14021ca2d613c4cee46460a38dff","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab (SCHW) has moved deeper into digital assets by planning to add Solana, Avalanche, and Chainlink to its Schwab Crypto platform, giving clients more cryptocurrency choices alongside traditional brokerage and banking services. For context, Charles Schwab’s recent move into a broader range of digital assets comes after a period of strong share price momentum, with a 90 day share price return of 26.11% and a 1 year total shareholder return of 16.41% from a last close of US$110.16...","category":"company","datetime":1787973310,"headline":"Charles Schwab (SCHW) Expands Crypto Offering As Investors Weigh Whether Shares Are Fully Valued"}, {"id":141361807,"url":"https://finnhub.io/api/news?id=201336e49e503d7c28b9c8d578cf9955f4843513c74429c8cd588ac85d951bb8","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Beginning next year, Charles Schwab will only refer clients with $5 million or more in investible assets to external financial advisors. The latest change comes as increasingly wealthy clients are taking advantage of the program, Schwab says.","category":"company","datetime":1787947920,"headline":"Week’s Best: Schwab Hikes Minimum for Client Referrals"}, {"id":141361808,"url":"https://finnhub.io/api/news?id=856cc04a517cbbc33e1b33b1fdb8e6fe40ad4962b573dbc947a47be513770acb","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Scott Melker discusses Charles Schwab's (SCHW) addition of Solana (SOL-USD), Avalanche (AVAX-USD) and Chainlink (LINK-USD) to its spot trading platform, expanding the crypto assets available to investors. \"The Daily Wolf with Scott Melker\" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.","category":"company","datetime":1787944800,"headline":"Charles Schwab expands crypto access with Solana, Avalanche, and Chainlink"}, {"id":141361819,"url":"https://finnhub.io/api/news?id=c29319f0c70692d738b803e4b0e46093f1d2e14e2c28dea264e306994c730931","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Amid Fed rate uncertainty after Kevin Warsh's Jackson Hole speech, Charles Schwab, Cullen/Frost Bankers, and Jackson Financial each offer distinct ways to benefit from varying interest rate scenarios.","category":"company","datetime":1787940600,"headline":"3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole"}, {"id":141361809,"url":"https://finnhub.io/api/news?id=e133eb787c3989f0867e916311e9ee810811ebcbd1445a8da80f8a32a250d9a0","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The brokerage will expand Schwab Crypto trading to Solana, Avalanche, and Chainlink, but has not given a launch date for the three tokens.","category":"company","datetime":1787938742,"headline":"Charles Schwab Expands Crypto Trading Beyond Bitcoin and Ethereum"}, {"id":141345911,"url":"https://finnhub.io/api/news?id=56a0045602209414fb4ba4a5abf228dbc7a6169defe75306bef502a958118bcb","image":"https://cdn.benzinga.com/files/images/story/2025/07/10/valuestock_2.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"Charles Schwab (NYSE:SCHW) has outperformed the market over the past 15 years by 2.99% on an annualized basis producing an average annual return of 16.37%. Currently, Charles Schwab has a market capitalization of","category":"company","datetime":1787935542,"headline":"$100 Invested In Charles Schwab 15 Years Ago Would Be Worth This Much Today"}, {"id":141361820,"url":"https://finnhub.io/api/news?id=88d2796fced02285224766a16e7626944dc5f4c5a63593bf523c7c416b11a15a","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"HOOD's record revenues, asset inflows and expanding ecosystem fuel growth, but its premium valuation leaves little room for execution setbacks.","category":"company","datetime":1787932500,"headline":"Strong Growth, Steep Price: Is Robinhood Stock Still Attractive?"}, {"id":141361810,"url":"https://finnhub.io/api/news?id=12c9205e3cc49c1f552a31c604c816016592c9e4c666e28c8830aa841cad560b","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Schwab just handed 39.9 million account holders a path to trading Solana, Avalanche, and Chainlink, but a listing and a demand event are very different things, and the real price mover that day had nothing to do with Schwab.","category":"company","datetime":1787932383,"headline":"Schwab Plans to Add SOL, AVAX, and LINK Trading Across Its 39.9 Million Accounts. Here’s What It Means for the Crypto Trade"}, {"id":141361821,"url":"https://finnhub.io/api/news?id=174c61a73d4f4c1a2addf33c11e0d91426ecf3ef484d00c9fc257fe9a159176b","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Interactive Brokers' 50.1% rally in 2026 is backed by robust results, client growth, product innovation and global expansion, signaling growth potential.","category":"company","datetime":1787930220,"headline":"IBKR Gains 50.1% So Far in 2026: Should You Buy the Stock Now?"}, {"id":141361822,"url":"https://finnhub.io/api/news?id=54badddc7c5f8a08e57a9b5b58a3222fc15d56c6fe74a0331f38f2fcb39e21b7","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Tech investments, active trading and stronger underwriting and advisory businesses are likely to support Zacks Investment Bank industry players, like Morgan Stanley, Schwab and Interactive Brokers.","category":"company","datetime":1787929500,"headline":"3 Investment Bank Stocks Set to Benefit From Industry Tailwinds"}, {"id":141339018,"url":"https://finnhub.io/api/news?id=6e8f5ed6918318267e66a01ba53439eedf0cd99720765cb915d9a9e4c04a7bd4","image":"https://cdn.benzinga.com/files/images/story/2025/11/06/aggregated_options_1.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"This whale alert can help traders discover the next big trading opportunities.\nWhales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.\nTraders will","category":"company","datetime":1787924117,"headline":"10 Financials Stocks Whale Activity In Today’s Session"}, {"id":141361811,"url":"https://finnhub.io/api/news?id=4bf69f3e76a7141c856c499d18f14efa6de36d590d1fe61357d6b2f4c96ffa66","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Interactive Brokers broke out to an all-time high on Tuesday and is just below a flat base's buy point of 97.84.","category":"company","datetime":1787922037,"headline":"Interactive Brokers Rides Market Volatility, Hits Highs As Sales Jump"}, {"id":141361812,"url":"https://finnhub.io/api/news?id=bb75f7e29190ca49ce1ab3d904443da8b01e2900021ac47e81cc8d9e31f86ce3","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"U.S. brokerage giant plans to expand its crypto platform with three more established assets.","category":"company","datetime":1787864122,"headline":"$13 trillion brokerage giant adds three popular assets"}, {"id":141361813,"url":"https://finnhub.io/api/news?id=92f4f5a2b52a143eba1f115593c993e9f32cae49fdc59bcee96a44cf3a4cac0b","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"When Schwab started allowing customers to hold and trade cryptocurrencies directly in May, it limited their options to the two largest assets by market capitalization: Bitcoin and Ethereum. “With this expansion, clients will have more choices to build a digital asset allocation alongside the investing and banking experience they know and trust at Schwab,” said Joe Vietri, head of digital assets at Schwab. Shares of Schwab were down 1.3% Thursday morning.","category":"company","datetime":1787850360,"headline":"Charles Schwab to Expand Crypto Offering for Clients. What to Know."}, {"id":141333898,"url":"https://finnhub.io/api/news?id=cae9d31b51c3e076aa1d0ecf8c852a147481203332ed02389f9e7d8b32acfa08","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab (NYSE: $SCHW) plans to expand its crypto offering with three additional tokens, giving clients acces...","category":"company","datetime":1787849040,"headline":"Charles Schwab Adds Solana, Avalanche, Chainlink to Crypto Platform"}, {"id":141361814,"url":"https://finnhub.io/api/news?id=3acb7499b859a05e26fd7b65798109fac864cd961312cc73b45c57ea86a7c246","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Solana price targets $120 after Schwab adds SOL and ETFs log $104M in 7-day inflows, though an overbought RSI puts $100 support in focus.","category":"company","datetime":1787848312,"headline":"Solana Price Targets $120 as Schwab Adds SOL, ETF Inflows Rise"}, {"id":141361824,"url":"https://finnhub.io/api/news?id=e4eee76d3cb8236f682cd40d1f64a7ed04ef86ed39ae7d56414ffd3c33c3b6ca","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"WESTLAKE, Texas, August 27, 2026--Schwab Advisor ServicesTM will welcome thousands of independent registered investment advisors (RIAs) to Boston for its 36th annual IMPACT® conference the nation’s largest and longest-running gathering of independent advisors. Attendees will experience three days of keynote addresses, educational programming, and networking opportunities covering the strategies and trends shaping the industry today.","category":"company","datetime":1787842800,"headline":"Schwab IMPACT® 2026: Spotlight on AI, Growth and the Future of Independent Advice"}, {"id":141361815,"url":"https://finnhub.io/api/news?id=88722bcf727d4892a6a113949b4b311f64296dcdf73681f2dbf28f40a777c61c","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Vanguard's Altruist deal could intensify RIA custody competition for SCHW, pressuring technology investment and pricing as AI adoption accelerates.","category":"company","datetime":1787838720,"headline":"Can Vanguard's Altruist Acquisition Turn Up the Heat on Schwab?"}, {"id":141332805,"url":"https://finnhub.io/api/news?id=46e32822d2d548f60ad0758894647ecf9e03a8c3b2d7ae685146d05119616ec1","image":"https://cdn.benzinga.com/files/images/story/2026/08/27/Closeup-Of-Golden-Solana-Cryptocurrency-.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"Charles Schwab plans to add Solana, Avalanche and Chainlink to its crypto platform as SOL jumps 5% to $107.","category":"company","datetime":1787833865,"headline":"Solana Surges 5% as Charles Schwab Adds SOL, AVAX, LINK to Crypto Platform"}, {"id":141332806,"url":"https://finnhub.io/api/news?id=a3d57d23591a15813ecce1747c388538f771214813dc783b1ac137f475c51860","image":"","source":"Benzinga","related":"SCHW","summary":"The additions are part of Schwab’s plans to thoughtfully expand its digital asset offering with established cryptocurrencies that align with client demand. These new digital assets will be available in the coming months","category":"company","datetime":1787822309,"headline":"Charles Schwab To Add Avalanche, Chainlink And Solana To Its Crypto Platform"}, {"id":141326656,"url":"https://finnhub.io/api/news?id=f0ee289a15577c07a4f88b461b3b9df0cab874642345723232053d6898832f08","image":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1972341389/image_1972341389.jpg?io=getty-c-w1536","source":"SeekingAlpha","related":"SCHW","summary":"Ruane, Cunniff & Goldfarb Q2 2026 13F: key holdings, new buys & trims, and Sequoia Fund vs S&P 500. Read here for a detailed investment analysis.","category":"company","datetime":1787781184,"headline":"Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q2 2026 Update"}, {"id":141323161,"url":"https://finnhub.io/api/news?id=3932a9fae53338a86b9c1755b52a37a1e4c996bff7348088d28805b5d2d417b7","image":"https://www.chartmill.com/images/uploads/CM_Gap_Stocks_Small_free_ad767b11cf.webp","source":"ChartMill","related":"SCHW","summary":"Let's have a look at the S&P500 gap up and gap down stocks in today's session.","category":"company","datetime":1787754901,"headline":"These S&P500 stocks are gapping in today's session"}, {"id":141324300,"url":"https://finnhub.io/api/news?id=0633d849a699b11df8dd697168a5372b10f14d682874c6419856bdb7c8fc3620","image":"","source":"Benzinga","related":"SCHW","summary":"https://www.wsj.com/business/deals/vanguard-buys-wealth-management-platform-altruist-in-4-billion-deal-68e7260c","category":"company","datetime":1787730801,"headline":"'Vanguard Buys Wealth Management Platform Altruist in $4 Billion Deal' - WSJ Exclusive"}, {"id":141316883,"url":"https://finnhub.io/api/news?id=e08235ff9636a0996a44d7cfe57e5d8298b6edb6fac5a77851406b33e83e90bd","image":"https://cdn.benzinga.com/files/images/story/2026/08/25/Experts-Urge-Careful-Record-Keeping.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"Stephen Weiss picks Dick's Sporting Goods, supported by Wells Fargo's upgrade. Jim Lebenthal's final trade is BlackRock, recommended by Evercore ISI's analyst upgrade. Shannon Saccocia recommends iShares U.S. Industrials ETF and Joseph M. Terranova mentions Charles Schwab breaking up.","category":"company","datetime":1787644874,"headline":"BlackRock, Charles Schwab, Dick's Sporting And More On CNBC’s ‘Final Trades’"}, {"id":141302619,"url":"https://finnhub.io/api/news?id=86011f05583cbdc29708497735170951a408aed7390139fb652c423818647de9","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"She calculated her required withdrawals correctly, pulled the right total, and still triggered a painful IRS penalty. The mistake had nothing to do with the math.","category":"company","datetime":1787510730,"headline":"Nobody Warned Her That Two Retirement Accounts Meant Two RMD Rules, a 25% Penalty"}, {"id":141278530,"url":"https://finnhub.io/api/news?id=b4b59da8fbde83eed291e7016d0b7164351c1bba256c3d0a58f77b3438904bda","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"While politicians battle over wealth taxes and fair shares, a legal industry worth well over a trillion dollars is already engineering those rates into irrelevance for the nation's biggest fortunes, and it is growing faster than any bill Congress could pass.","category":"company","datetime":1787356149,"headline":"Everyone’s Arguing About Taxing the Rich. Almost Nobody Noticed the $1 Trillion Already Slipping Past the IRS"}, {"id":141278021,"url":"https://finnhub.io/api/news?id=eb64c8de3895cd5bde8c1e113ae8d57eba6f096472c988b6d7d2ff7cfc724933","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab Head Trading & Derivatives Strategist Joe Mazzola joins Jared Blikre to break down how higher Treasury yields are impacting retail traders—and what it means for their portfolios and trading strategies.","category":"company","datetime":1787346900,"headline":"Why higher yields aren't scaring off retail traders"}, {"id":141279028,"url":"https://finnhub.io/api/news?id=7cd5c4252511bc728af17c4fc02ee9dc0d38f0ed4d99b9d6f0a278342f091748","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Can LPLA sustain strong asset growth and advisory momentum as moderating organic NNA and lower cash balances create uncertainty over future growth?","category":"company","datetime":1787329020,"headline":"Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?"}, {"id":141273599,"url":"https://finnhub.io/api/news?id=568a06cf1b9e282d22a340482cb8a16c2404cf5a45d88617f9c430259f3aac52","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Wealthy investors have found a way to legally manufacture losses worth multiples of their initial investment, and the strategy just crossed a trillion dollars in assets before regulators started calling it potentially abusive.","category":"company","datetime":1787307638,"headline":"Wall Street Calls It “Tax Alpha.” It’s a $1 Trillion Machine for Beating the IRS Instead of the Market"}, {"id":141279033,"url":"https://finnhub.io/api/news?id=172f6d0163480fe4983a810dadd4a931ad37a5c25dc4396bee40c9ac43afd99e","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Hedge funds charge millions to run a tax strategy that quietly trims what the ultra-wealthy owe each year, but the core mechanic sits inside your brokerage account right now, waiting for a deadline most retirees miss.","category":"company","datetime":1787269712,"headline":"The Ultra-Rich Pay Millions for “Tax-Loss Harvesting.” Here’s the Free Version Every Retiree With a Brokerage Account Can Run Before December 31"}, {"id":141279030,"url":"https://finnhub.io/api/news?id=babe9046d670045c656640beaba63c5ece8e0e966e88aa90f9cbeea8eea4e86e","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The company plans to increase the minimum account size for the Schwab Advisor Network to $5 million from $2 million at the beginning of next year.","category":"company","datetime":1787256360,"headline":"Schwab Raises the Minimum Account Size for Clients to Be Referred to Outside Advisors"}, {"id":141279015,"url":"https://finnhub.io/api/news?id=13c5252fce6ba2e4a66494fdd7b18f632c9f0355392bac5f127524e27009c19b","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Vanguard's lower 0.03% expense ratio and $316 billion in assets make it the larger, cheaper option, while Schwab's emerging markets focus offers higher growth potential with concentrated tech exposure.","category":"company","datetime":1787254141,"headline":"Which Is the Better International ETF, Vanguard's VEA Targeting Developed Markets or Schwab's Emerging Market-Focused SCHE?"}, {"id":141262946,"url":"https://finnhub.io/api/news?id=51288fe73f66271899d906b2880c650369ce723f8dde093bacafe5436d4111f8","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab (SCHW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.","category":"company","datetime":1787243408,"headline":"Why Is Charles Schwab (SCHW) Up 10% Since Last Earnings Report?"}, {"id":141278621,"url":"https://finnhub.io/api/news?id=e00e72688f4fe9f0c55a27e6d1bf9e99bcd523d78e2f15be5d96fbebc7cbc2b4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"SCHW is expanding its Hyderabad tech hub to 2,000 workers by 2027-end as AI reshapes staffing, automation and in-house technology operations.","category":"company","datetime":1787238180,"headline":"Schwab Expands India Tech Hub as AI Reshapes Global Banking Operations"}, {"id":141278541,"url":"https://finnhub.io/api/news?id=90a44d8cacdac7cf7882b8488a3914e303d84a5a6f6f5a9df206622fb1419afc","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Fidelity shut the door and Schwab put up guardrails, yet the wealthiest clients responded by rushing to pour in even more money before the window closed. When the firms profiting from a trade start turning clients away, something worth understanding is happening beneath the surface.","category":"company","datetime":1787221114,"headline":"Fidelity and Schwab Just Backed Away From a Tax Strategy “Too Good to Be True.” The Wealthy Responded by Shoveling In More Money"}, {"id":141279018,"url":"https://finnhub.io/api/news?id=c6d12f77ee48e80e9e8379fe0ffce66a51e04e596817c230352f2a2263f3a432","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab’s updated model now points to a Fair Value price target of US$125.00, compared with the previous US$116.16 figure. Analysts link this shift to stronger recent execution, higher Street price targets in the US$120 to US$145 range, and debate over how durable client activity, trading strength, and new products may be for the company. Read on to see what is driving the evolving Charles Schwab narrative and how you can keep track of the next set of changes. Stay updated as the Fair...","category":"company","datetime":1787213543,"headline":"Charles Schwab (SCHW) Stock Fair Value Rises After Strong Q2 And Analyst Target Increases"}, {"id":141279032,"url":"https://finnhub.io/api/news?id=0aac24f59c63a3639fdc674ead5531c1aa2a3c34c9610e3d8bdd80ef1f2cfc3c","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"The Charles Schwab Corporation (NYSE:SCHW) is making a bigger push into India with a new global capability centre in Hyderabad. The company plans to grow the centre to around 2,000 employees by the end of 2027, starting with about 500 hires in the first year. The centre will support Schwab’s U.S. operations through technology, engineering […]","category":"company","datetime":1787178250,"headline":"The Charles Schwab Corporation (SCHW)’s India Investment Could Support Margins as AI Changes Banking"}, {"id":141278624,"url":"https://finnhub.io/api/news?id=4ea1df2d567c53a5333061a23086051a7b34d99c7f0e80d7b3209b799ef33c91","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Financial firms account for a quarter of India's 2.36 million capability center workers","category":"company","datetime":1787169954,"headline":"Schwab Targets 2,000 India Staff While Peers Restructure"}, {"id":141279020,"url":"https://finnhub.io/api/news?id=10b673fc862cb0c282cab3a87ddddde8235f6d7d5dfd52d6add5f1b5505d0fb4","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"SCHW stock touches a new 52-week high on record asset inflows, surging margins and strong earnings momentum, despite rising expenses.","category":"company","datetime":1787163180,"headline":"Schwab Hits a New 52-Week High: Is There Further Upside Potential?"}, {"id":141279021,"url":"https://finnhub.io/api/news?id=3f827fdf613c6abaac45b9ff4978615cbf380fe1afa342a40b540302bde31743","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"\"Shifting Tides\" cover story gives Schwab's national advisor network a working playbook for the SEC's 2026 pivotNEW YORK, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Salus GRC, a governance, risk, and compliance firm serving investment managers, RIAs, and other regulated financial services organizations, announced today that four of its senior professionals authored the lead feature in the July 2026 issue of Charles Schwab's Compliance Review, the compliance publication Schwab distributes directly to inde","category":"company","datetime":1787158800,"headline":"Salus GRC Principals Author Lead Feature in Charles Schwab's Compliance Review"}, {"id":141279022,"url":"https://finnhub.io/api/news?id=d6133cb1edb32e56e6986a45ed289c95819d242c76a0c5c1ec267392b5eb866d","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"In August 2026, Charles Schwab raised US$2.60 billion through two fixed-to-floating rate note offerings while facing ongoing litigation linked to Linqto’s bankruptcy process and trustee dispute. At the same time, Schwab reported very large client asset totals of US$13.04 billion and expanded its derivatives lineup with cash-settled Single Stock Futures, underscoring its push to deepen client engagement and product breadth. With recent client asset momentum and new Single Stock Futures...","category":"company","datetime":1787148606,"headline":"How Schwab’s Capital Raise, Client Assets and New Derivatives Launch At Charles Schwab (SCHW) Has Changed Its Investment Story"}, {"id":141279023,"url":"https://finnhub.io/api/news?id=d4b2ab82fbc9ac47e42a89fc5815cffd03b3e5dc55df778ec8386b5cc53d18c0","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab stock has more than doubled over the past three years, yet its current checks suggest only a modest discount to intrinsic value rather than a clear bargain or an obvious premium. The Excess Returns intrinsic value estimate points to some upside, while the broader valuation picture around the market multiples looks closer to about right. Charles Schwab has returned 106.1% over 3 years, which puts extra focus on whether today’s price still leaves enough room for future...","category":"company","datetime":1787130884,"headline":"Charles Schwab (SCHW) Stock Looks Reasonable Following A 106% Three Year Run"}, {"id":141254730,"url":"https://finnhub.io/api/news?id=0260b42703fdab50336112ddbf100180096f3ce8a4c303402dd857337def27a7","image":"","source":"Benzinga","related":"SCHW","summary":"-Reuters","category":"company","datetime":1787110958,"headline":"Charles Schwab Corp Expands Into India With New Hyderabad Office, Targets 2,000-Employee Workforce By End Of 2027"}, {"id":141250811,"url":"https://finnhub.io/api/news?id=9d71a11ac50f796cfd2586dab3cdda355e745abc81ec1890055606c493633591","image":"","source":"SeekingAlpha","related":"SCHW","summary":"","category":"company","datetime":1787091773,"headline":"Tracking Al Gore's Generation Investment Management Portfolio - Q2 2026 Update"}, {"id":141279024,"url":"https://finnhub.io/api/news?id=1da546ece1c0f4caeb99d3de04ccef10df75fab498466c10b08b3da5c2bac4a9","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.","category":"company","datetime":1787074604,"headline":"13 Investment Must Reads for This Week (Aug. 18, 2026)"}, {"id":141279025,"url":"https://finnhub.io/api/news?id=f5e41f7246d9ba74a8cb274986f13dfd3f12e9de6723b98bb91bdb637b7e3114","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"A selloff in chipmakers sent stocks lower, with the market also falling as inflation angst and rising government debt kept bond yields elevated. Longer-dated bonds are at the epicenter of anxiety about everything from inflation to the debt-laden artificial-intelligence boom. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the gap between sell-side consensus and buy-side expectations.","category":"company","datetime":1787072331,"headline":"Stocks Take Hit as Bond Selloff Saps Risk Appetite"}, {"id":141279026,"url":"https://finnhub.io/api/news?id=e60966b48e791d32aac90cf222b84cc8e305b5b3bbb11caa15c468c18acf6ac5","image":"https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png","source":"Yahoo","related":"SCHW","summary":"Schwab's July client assets rise 19% y/y to $13.04T, while higher net new assets and trading activity point to revenue growth.","category":"company","datetime":1787067360,"headline":"SCHW's July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?"}, {"id":141241276,"url":"https://finnhub.io/api/news?id=fb30f5681492633a89ee6947ddf2805c2dd7db5cd9bbe3457f4f5a181fb2925f","image":"https://cdn.benzinga.com/files/images/story/2026/08/17/New-York-City--New-York---September-10-2.jpg?width=2048&height=1536","source":"Benzinga","related":"SCHW","summary":"Nasdaq is planning to extend its trading hours to 23 hours per day, 5 days per week, to cater to global demand.","category":"company","datetime":1786986248,"headline":"Nasdaq's Going Almost 24/7: Exchange Eyes 23-Hour Trading Day"}
data_source finnhub_news_keyword_model
article_count 8
negative_hits 0
positive_hits 2
recomputed_at_score true
sentiment_score_raw 0.6
source_article_count 84
discarded_article_count 75
sentimentPoints 4

Dimension contribution

Dimension Raw Max Norm % Contrib
基本面 4.8 5/110 96% 4.8
資金流 6 20/110 30% 6
市場環境 9 15/110 60% 9
催化劑 2 20/110 10% 2
風險管理 7.4 10/110 74% 7.4
技術信號 17.1 30/110 57% 17.1
情緒分析 4 10/110 40% 4

5D momentum v2 breakdown

Cursor_18.25 5D momentum v2 0-50

5D momentum v2 5/50
ret_5d -0.0284
max_score 50
max_total 50
raw_total 5
vcp_bonus 0
vol_ratio 0.6318
ret_points 0
vol_points 0
range_ratio 1.2094
volat_points 2
day_range_pct 0.0213
model_version cursor_18_27_news_v2_160
available_bars 30
breakout_points 0
partial_history false
pullback_points 3
breakout_vol_bonus 0
first_breakout_20d false
return_window_days 5
first_breakout_bonus 0
breakout_quality_points 0

Risk management

level Medium
reason risk management score >= 6.5/10

position

score 1.6

details

atrPct 2.1079
turnoverUsdM 510.0488
liquidityPoints 0.6
volatilityPoints 1
rrPoints 1.4

stopLevels

symbol US.SCHW
rr_range 1:1.0-1:2.5
risk_profile 中等
stop_loss_price 102.7286

strength_details

ma_score 1.5
atr_score 2
rsi_score 2.5
macd_score 1.5
volume_score 1
market_adjustment 1
risk_reward_ratio 1.2
stop_loss_percent 4.2
take_profit_price 112.6125
target_multiplier 1.9
technical_strength 1.68
take_profit_percent 5
positionPoints 1.6
stopLossPoints 2.4

diversification

score 2

details

method sector concentration proxy; no portfolio holdings used
sector Financials
concentratedSectorPenalty 0
riskRewardRatio 1.2
stopLossPercent 4.2158
diversificationPoints 2

Calculation audit log

基本面分析總分: 4.8/5分
資金流分析總分: 6/20分
市場環境分析總分: 9/15分
催化劑分析: 2/20分
風險管理總分: 7.4/10分
技術信號分析總分: 17.1/30分
情緒分析: 4/10分
共振率(僅顯示不加分): 0%

Technical indicators

adx
value 78.57
atr
atr 2.2607
rule ATR / current price; lower volatility scores higher
score 6
atr_pct 2.11
cci
rule Cursor_18.24 CCI bands
level 超買或超賣風險
score 2
value -111.84
cmf
rule Cursor_18.24 CMF bands
level 派發
score 2
value -0.0606
kdj
d 27.61
j 15.81
k 23.68
rule Cursor_18.24 K/D cross
score 0
signal 死叉
mfi
rule Cursor_18.24 MFI bands
level 弱流入
score 4
value 47.38
obv
rule Cursor_18.24 recent_slope vs previous_slope
score 2
trend 資金流出
value 40603000
recentSlope -3447080
previousSlope -1336360
rsi
value 35.84
sar
rule Cursor_18.24 Parabolic SAR
score 4
trend 下降
value 112.6213
position SAR喺價上
distancePct 5.01
previousTrend 下降
ma50
value 106.2482
macd
macd 0.279
trend 中性偏多
signal 0.979
histogram -0.7
vwap
rule Cursor_18.24 VWAP 20D consecutive close
score 2
value 109.6239
position <VWAP
consecutiveAbove 0
volume
rule Cursor_18.24 volume ratio
level 空升
ratio 0.63
score 2
avgVolume 7506890
currentVolume 4755700
derived
ma20 109.692
ma50 106.2482
prevClose 107.33
avgVolume10 7335730
avgVolume20 7506890
changePercent -0.07
avgVolumeForScore 7506890
ma_cross
ma20 109.692
ma50 106.2482
rule Cursor_18.24 MA20/MA50 cross
cross 多頭
score 4
prevMa20 109.8325
prevMa50 106.0188
spreadPct 3.24
isVolumeBreakout false
bollinger
lower 105.8337
upper 113.5503
position 中間
rsi_short
value 42.77
macd_short
macd 0
trend 中性
signal 0
histogram 0
volume_ratio
ratio 0.63

Raw calculation JSON

 
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              {
                "id": 141407455,
                "url": "https://finnhub.io/api/news?id=027b8afe0e5d462171d31169b71b5ef2ac90f45bf85dec1c59be3d260002fc7a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab stock has almost doubled over the past three years, while current valuation checks send a more restrained signal, with the Excess Returns intrinsic value estimate pointing to some upside and market multiples looking closer to fair. For investors, the picture is neither clearly cheap nor clearly expensive, which makes the recent share gains worth a closer look. Charles Schwab has returned 99.0% over the past three years, which puts extra focus on whether the current price still...",
                "category": "company",
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                "headline": "Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run"
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                "id": 141361804,
                "url": "https://finnhub.io/api/news?id=8d860ca0b8bc9fd79ab01f196baa4300027ff593ff572eda0975ae70c3e85415",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
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                "summary": "As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Charles Schwab (NYSE:SCHW) and its peers.",
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                "datetime": 1788266780,
                "headline": "Q2 Earnings Roundup: Charles Schwab (NYSE:SCHW) And The Rest Of The Investment Banking & Brokerage Segment"
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                "id": 141361806,
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                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
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                "summary": "Charles Schwab (SCHW) has moved deeper into digital assets by planning to add Solana, Avalanche, and Chainlink to its Schwab Crypto platform, giving clients more cryptocurrency choices alongside traditional brokerage and banking services. For context, Charles Schwab’s recent move into a broader range of digital assets comes after a period of strong share price momentum, with a 90 day share price return of 26.11% and a 1 year total shareholder return of 16.41% from a last close of US$110.16...",
                "category": "company",
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                "headline": "Charles Schwab (SCHW) Expands Crypto Offering As Investors Weigh Whether Shares Are Fully Valued"
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                "url": "https://finnhub.io/api/news?id=51288fe73f66271899d906b2880c650369ce723f8dde093bacafe5436d4111f8",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab (SCHW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.",
                "category": "company",
                "datetime": 1787243408,
                "headline": "Why Is Charles Schwab (SCHW) Up 10% Since Last Earnings Report?"
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                "id": 141279018,
                "url": "https://finnhub.io/api/news?id=c6d12f77ee48e80e9e8379fe0ffce66a51e04e596817c230352f2a2263f3a432",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
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                "summary": "Charles Schwab’s updated model now points to a Fair Value price target of US$125.00, compared with the previous US$116.16 figure. Analysts link this shift to stronger recent execution, higher Street price targets in the US$120 to US$145 range, and debate over how durable client activity, trading strength, and new products may be for the company. Read on to see what is driving the evolving Charles Schwab narrative and how you can keep track of the next set of changes. Stay updated as the Fair...",
                "category": "company",
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                "headline": "Charles Schwab (SCHW) Stock Fair Value Rises After Strong Q2 And Analyst Target Increases"
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                "url": "https://finnhub.io/api/news?id=0aac24f59c63a3639fdc674ead5531c1aa2a3c34c9610e3d8bdd80ef1f2cfc3c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The Charles Schwab Corporation (NYSE:SCHW) is making a bigger push into India with a new global capability centre in Hyderabad. The company plans to grow the centre to around 2,000 employees by the end of 2027, starting with about 500 hires in the first year. The centre will support Schwab’s U.S. operations through technology, engineering […]",
                "category": "company",
                "datetime": 1787178250,
                "headline": "The Charles Schwab Corporation (SCHW)’s India Investment Could Support Margins as AI Changes Banking"
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                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
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                "summary": "In August 2026, Charles Schwab raised US$2.60 billion through two fixed-to-floating rate note offerings while facing ongoing litigation linked to Linqto’s bankruptcy process and trustee dispute. At the same time, Schwab reported very large client asset totals of US$13.04 billion and expanded its derivatives lineup with cash-settled Single Stock Futures, underscoring its push to deepen client engagement and product breadth. With recent client asset momentum and new Single Stock Futures...",
                "category": "company",
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                "headline": "How Schwab’s Capital Raise, Client Assets and New Derivatives Launch At Charles Schwab (SCHW) Has Changed Its Investment Story"
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                "summary": "Charles Schwab stock has more than doubled over the past three years, yet its current checks suggest only a modest discount to intrinsic value rather than a clear bargain or an obvious premium. The Excess Returns intrinsic value estimate points to some upside, while the broader valuation picture around the market multiples looks closer to about right. Charles Schwab has returned 106.1% over 3 years, which puts extra focus on whether today’s price still leaves enough room for future...",
                "category": "company",
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                "headline": "Charles Schwab (SCHW) Stock Looks Reasonable Following A 106% Three Year Run"
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                "datetime": 1789317112,
                "headline": "She Inherited Her Husband’s $300,000 IRA at 56 and Rolled It Into Her Own Name, Like the Bank Suggested. Every Withdrawal Until 59½ Cost Her a 10% Penalty She Didn’t Have to Pay"
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                "summary": "New research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance.",
                "category": "company",
                "datetime": 1789293600,
                "headline": "Don't Let Your Teen Learn Investing Alone: 7 Ways Parents Can Lead the Way"
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                "source": "Yahoo",
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                "summary": "Charles Schwab  is raising the minimum account balance for a tax-smart strategy favored by investment advisors who use Schwab’s trading platform.  Starting Sept. 16, investors who want to take advantage of Schwab’s long/short separately managed accounts will need minimum balances of $10 million, up from the current minimum of $1 million.  Schwab says the change will affect only new accounts, not existing ones.",
                "category": "company",
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                "headline": "Week’s Best: Schwab Hikes Minimums on Popular Tax Strategy"
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                "image": "https://cdn.benzinga.com/files/images/story/2026/09/11/Federal-Reserve-Chair-Kevin-Warsh-Delive.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "Bank of America and Schwab could benefit from a Fed hike, while Nvidia and D.R. Horton face a tougher setup as odds climb above 80%.",
                "category": "company",
                "datetime": 1789140859,
                "headline": "CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week"
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                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Robinhood's tokenized-stock push faces fresh scrutiny as issuer objections and regulatory questions threaten to raise costs and slow global expansion.",
                "category": "company",
                "datetime": 1789129200,
                "headline": "HOOD Stock Tokens Draw Fresh Scrutiny: Could Regulation Slow Expansion?"
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                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Four US spot XRP ETFs appeared as collateral in repurchase agreements held by a Schwab money market fund as of Aug. 31. At least $8.32 ...",
                "category": "company",
                "datetime": 1789120035,
                "headline": "XRP ETFs Enter Wall Street Repo Market via Schwab Money Fund Collateral"
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                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "She has $150,000 set aside for a future home purchase and zero debt, yet her carefully guarded down payment may be quietly working against her every month she waits for the right moment to buy.",
                "category": "company",
                "datetime": 1789075439,
                "headline": "‘I’m a Renter, But I Have $150,000 Sitting in Cash’: The Price of Waiting Out Record Home Prices"
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                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.",
                "category": "company",
                "datetime": 1789061344,
                "headline": "2 Growth Stocks to Add to Your Roster and 1 We Brush Off"
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                "source": "Yahoo",
                "related": "SCHW",
                "summary": "SCHO sticks to Treasuries with minimal volatility, while ISTB diversifies into corporate and mortgage debt for extra income. Which strategy fits your risk tolerance?",
                "category": "company",
                "datetime": 1789043896,
                "headline": "Which Short-Term Bond ETF Is the Better Buy: iShares' ISTB or Schwab's SCHO?"
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                "source": "Yahoo",
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                "summary": "The brokerage business may not be exactly what it looks like from the outside.",
                "category": "company",
                "datetime": 1789042800,
                "headline": "Charles Schwab Earns a Spread on Idle Client Cash. What Happens to the Stock if That Spread Narrows?"
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                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.",
                "category": "company",
                "datetime": 1788974040,
                "headline": "Charles Schwab’s Trading Data Shows Investors Dialing Back on Risk"
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              {
                "id": 141970797,
                "url": "https://finnhub.io/api/news?id=f45e9e76d0bcf0ac3ed6f2e6897bd118b798036f26dead34cacd05d37bf181f1",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.",
                "category": "company",
                "datetime": 1788931621,
                "headline": "SpaceX, Nvidia Lead Schwab Buys As Software Rally Spurs Profit-Taking – Trading Gauge Posts First Dip Since April"
              },
              {
                "id": 141952667,
                "url": "https://finnhub.io/api/news?id=44a54762116f21738f1485ef3f9cb3b16ef76d4d4c297e1087e6f75e9a5d03d8",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "WESTLAKE, Texas, September 08, 2026--The Schwab Trading Activity Index™ (STAX) decreased to 57.50 in August, down from its score of 59.80 in July. 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.",
                "category": "company",
                "datetime": 1788885000,
                "headline": "Schwab Trading Activity Index™: STAX Score Dips in August"
              },
              {
                "id": 141950487,
                "url": "https://finnhub.io/api/news?id=595f59be0d0ee20117553df81713a108cef584880778d2943f03f9da92e6357f",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "HOOD enters IPO underwriting with Oura. The move is expected to expand retail allocations, deepen issuer ties and add a new fee-based revenue stream.",
                "category": "company",
                "datetime": 1788876060,
                "headline": "Robinhood Enters IPO Underwriting: Can IB Be the Next Growth Avenue?"
              },
              {
                "id": 141950486,
                "url": "https://finnhub.io/api/news?id=4db1a19c0b9f8a3077a93a048130f2bc06410a3ac7a57b019ca8534e3695855c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Retail investors were less eager buyers of stocks in August, taking advantage of gains early in the month to trim some of their positions and leading to a 3.9% decline in Charles Schwab's index of stock positions and trading activity, per data shared exclusively with Axios.",
                "category": "company",
                "datetime": 1788867064,
                "headline": "Retail investors were less bullish in August"
              },
              {
                "id": 141951923,
                "url": "https://finnhub.io/api/news?id=6896d05911d5f7bce6d023d90dbc9251821aaccf489ef561e32339aab1fa1acb",
                "image": "https://cdn.benzinga.com/files/images/story/2026/09/08/Robinhood-Trading-Application-On-Mobile-.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "Robinhood&#39;s 30% run has been read as a crypto trade. BofA argues the durable driver is agentic trading via MCP.",
                "category": "company",
                "datetime": 1788866407,
                "headline": "Robinhood's 30% Rally Is Less About Crypto And More About Agentic Trading"
              },
              {
                "id": 141949588,
                "url": "https://finnhub.io/api/news?id=1767b2f22755bc8b1c96aee9321cdef24fd4f58577f93a275bdf20aae09f7b20",
                "image": "",
                "source": "SeekingAlpha",
                "related": "SCHW",
                "summary": "",
                "category": "company",
                "datetime": 1788865199,
                "headline": "Charles Schwab: Hold For Existing Holders; A Buy For New Money On A Pullback"
              },
              {
                "id": 141532942,
                "url": "https://finnhub.io/api/news?id=ce7720751a631c0bd831ee1a12e59ddab01a5435b3e19c420fa48d9a726a8cb6",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Amid rising Treasury yields, Schwab Bond ETFs are attracting billions in investments.",
                "category": "company",
                "datetime": 1788629460,
                "headline": "Schwab Bond ETFs See Billions Pour In, and Here's Why"
              },
              {
                "id": 141514886,
                "url": "https://finnhub.io/api/news?id=b0e7ae77012eccb98316b52d5e585d8f2a652ec3a1645a7e3ef1c41221fce6f5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The August jobs report looked like a blockbuster — look inside and the story changes fast.",
                "category": "company",
                "datetime": 1788608836,
                "headline": "The biggest August jobs beat in nearly 30 years may be less impressive than it looks: Chart of the Day"
              },
              {
                "id": 141455170,
                "url": "https://finnhub.io/api/news?id=3a2ca11a376057e737cde578eddc6018e15d4fb3681da88536cc467d3c001582",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The minimum initial investment for many long/short strategies is rising to $10 million from $1 million on Sept. 16.",
                "category": "company",
                "datetime": 1788546600,
                "headline": "Charles Schwab Sharply Raises Minimum on Tax-Smart Strategy Popular With Advisors"
              },
              {
                "id": 141437510,
                "url": "https://finnhub.io/api/news?id=db2bce90edfd3ba5adaa9d3ad8d4946d52dec4af3688844b7b0118a2bc9e92c4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab stock, along with Robinhood Markets, Ameriprise and LPL Financial, are in or near buy zones in the ongoing stock market action.",
                "category": "company",
                "datetime": 1788534436,
                "headline": "Charles Schwab, Robinhood In Or Near Buy Zones But Interactive Brokers Triggers A Sell Signal"
              },
              {
                "id": 141431610,
                "url": "https://finnhub.io/api/news?id=3569d0f0c5b553b313e912c35049c367cc8408f3c8f0edd94c3b079d29162a9e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Clark Howard named a specific age when corporate America tends to push workers out, and it falls years before most people's retirement plans even begin to account for income gaps, portfolio shortfalls, or Social Security decisions.",
                "category": "company",
                "datetime": 1788532532,
                "headline": "‘Corporate America Is Basically Exterminating Your Career.” Clark Howard’s Sounds Alarm For Americans In Their 50s, Who Want To Work Till 65"
              },
              {
                "id": 141407455,
                "url": "https://finnhub.io/api/news?id=027b8afe0e5d462171d31169b71b5ef2ac90f45bf85dec1c59be3d260002fc7a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab stock has almost doubled over the past three years, while current valuation checks send a more restrained signal, with the Excess Returns intrinsic value estimate pointing to some upside and market multiples looking closer to fair. For investors, the picture is neither clearly cheap nor clearly expensive, which makes the recent share gains worth a closer look. Charles Schwab has returned 99.0% over the past three years, which puts extra focus on whether the current price still...",
                "category": "company",
                "datetime": 1788488124,
                "headline": "Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run"
              },
              {
                "id": 141398159,
                "url": "https://finnhub.io/api/news?id=8609071333cef6dd7709c776ae4605e4aeca528c75b923fabd598aaa03230335",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "It’s the latest in a series of moves that highlight the risks and concerns around one of the most popular trades on Wall Street.",
                "category": "company",
                "datetime": 1788444159,
                "headline": "Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts"
              },
              {
                "id": 141407456,
                "url": "https://finnhub.io/api/news?id=ac1ad83e499c84613c129dd93bfb452fbfaf3fd45ca8b42ab458dabfede4e1b7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Jannik Sinner, the world's top-ranked tennis player, has a coach. So does No. 1 golfer Scottie Scheffler. But do you need a financial coach?",
                "category": "company",
                "datetime": 1788433249,
                "headline": "Financial Coach? How A Money Mentor Can Help You Live Large"
              },
              {
                "id": 141401560,
                "url": "https://finnhub.io/api/news?id=6f3590ddcb415e7a42ab6ca0a988f7db5136466913cae62d10c4a5de27bf98aa",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Bringing some of Altruist’s AI financial planning tech to Vanguard Digital Advisor may be a core reason the asset manager made the offer in the first place.",
                "category": "company",
                "datetime": 1788411780,
                "headline": "Vanguard’s Altruist Deal May Shake Up Robo-Advice"
              },
              {
                "id": 141378312,
                "url": "https://finnhub.io/api/news?id=89aef27d6f6fd42c160355bcc1686aee45b00c500528c3de1e985f9596a32b0a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Interactive Brokers' August client DARTs jumped 23% y/y as volatility and strong client growth fueled trading activity.",
                "category": "company",
                "datetime": 1788362160,
                "headline": "IBKR Sees 23% Y/Y Rise in Client DARTs in August 2026: What Drove It?"
              },
              {
                "id": 141379782,
                "url": "https://finnhub.io/api/news?id=b11d9dc6314c762ce7b433e499ef3c4542800ada8375d6fc096d86c76246bd66",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Can SCHW's expansion into wealth management, banking, lending and crypto deepen client relationships and drive the next phase of growth? Let's find out.",
                "category": "company",
                "datetime": 1788361920,
                "headline": "Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase?"
              },
              {
                "id": 141377683,
                "url": "https://finnhub.io/api/news?id=85ffe7846c796c19e99f3579fdfa35bdf1d8d1f2e3274c00814bb35b7aec473c",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2260312486/image_2260312486.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "SCHW",
                "summary": "The September 2026 Top 25 High-Growth Dividend Stocks list targets quality companies trading below intrinsic value with strong long-term return potential.",
                "category": "company",
                "datetime": 1788344147,
                "headline": "Top 25 High-Growth Dividend Stocks For September 2026"
              },
              {
                "id": 141375684,
                "url": "https://finnhub.io/api/news?id=6c633369fabf648730eae96d1491a940c71b649f7f381b28db0031c80b4b2459",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Dave Ramsey built a brand on the promise that anyone can retire a millionaire for pocket change, but four days after making that claim on air, his own co-hosts ran the numbers for a real caller and landed somewhere very different.",
                "category": "company",
                "datetime": 1788342542,
                "headline": "‘Anyone Can Become a Millionaire’ for $100 a Month, Ramsey’s Own Show Just Priced It at $2,275"
              },
              {
                "id": 141374771,
                "url": "https://finnhub.io/api/news?id=5113e172ee06afce18aeedc8932b8694b74977deb38f72ecbb77d9e56fd8ef09",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2216601928/image_2216601928.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "SCHW",
                "summary": "Interim data takes center stage, with Costco, Ford, Robinhood and Charles Schwab offering fresh reads on consumers, autos and retail trading.",
                "category": "company",
                "datetime": 1788320400,
                "headline": "Want The Fastest Read On The Economy? Watch These Interim Reports"
              },
              {
                "id": 141361817,
                "url": "https://finnhub.io/api/news?id=1c3d90e7a8841d9f17a68a83fa7fb7a51ff82a834a2335f1d690faca4eecbc5b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "HOOD's tokenization push is gaining traction as Chain volume, Stock Tokens and Earn broaden its digital-asset ecosystem beyond trading.",
                "category": "company",
                "datetime": 1788274620,
                "headline": "Robinhood's Tokenization Push: Can Chain and Stock Tokens Fuel Growth?"
              },
              {
                "id": 141361816,
                "url": "https://finnhub.io/api/news?id=50e33bd18b6cd236d3ea555ecd530eac8ca13b38461a13cb0ea1447a6f3aef8d",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Both funds charge identical 0.03% expense ratios, but Vanguard holds significantly more assets and offers a higher dividend yield of 1.2%.",
                "category": "company",
                "datetime": 1788267541,
                "headline": "Schwab Small-Cap ETF Outperforms Vanguard on One-Year Returns by Letting Sandisk Shine"
              },
              {
                "id": 141369976,
                "url": "https://finnhub.io/api/news?id=dc1d7681d88d528b57db534dd0fbbb255ea44b93fcf4276f1613d132d4802175",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The Charles Schwab has underperformed the broader market over the past year, while analysts remain moderately optimistic about its future prospects.",
                "category": "company",
                "datetime": 1788267450,
                "headline": "Is Charles Schwab Stock Underperforming the S&P 500?"
              },
              {
                "id": 141361804,
                "url": "https://finnhub.io/api/news?id=8d860ca0b8bc9fd79ab01f196baa4300027ff593ff572eda0975ae70c3e85415",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Charles Schwab (NYSE:SCHW) and its peers.",
                "category": "company",
                "datetime": 1788266780,
                "headline": "Q2 Earnings Roundup: Charles Schwab (NYSE:SCHW) And The Rest Of The Investment Banking & Brokerage Segment"
              },
              {
                "id": 141361361,
                "url": "https://finnhub.io/api/news?id=65f189af49011f28d53d6f7c926516911c8f7685884b34b68673db9ba7c29cf4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Investment banks are poised for growth as deal activity, trading and technology spending create opportunities for Morgan Stanley, Schwab and IBKR.",
                "category": "company",
                "datetime": 1788192240,
                "headline": "Zacks Industry Outlook Highlights Morgan Stanley, The Charles Schwab and Interactive Brokers"
              },
              {
                "id": 141361806,
                "url": "https://finnhub.io/api/news?id=bfa6b200de6b44686d2fa5ff87c726ca6fcb14021ca2d613c4cee46460a38dff",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab (SCHW) has moved deeper into digital assets by planning to add Solana, Avalanche, and Chainlink to its Schwab Crypto platform, giving clients more cryptocurrency choices alongside traditional brokerage and banking services. For context, Charles Schwab’s recent move into a broader range of digital assets comes after a period of strong share price momentum, with a 90 day share price return of 26.11% and a 1 year total shareholder return of 16.41% from a last close of US$110.16...",
                "category": "company",
                "datetime": 1787973310,
                "headline": "Charles Schwab (SCHW) Expands Crypto Offering As Investors Weigh Whether Shares Are Fully Valued"
              },
              {
                "id": 141361807,
                "url": "https://finnhub.io/api/news?id=201336e49e503d7c28b9c8d578cf9955f4843513c74429c8cd588ac85d951bb8",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Beginning next year,  Charles Schwab  will only refer clients with $5 million or more in investible assets to external financial advisors.  The latest change comes as increasingly wealthy clients are taking advantage of the program, Schwab says.",
                "category": "company",
                "datetime": 1787947920,
                "headline": "Week’s Best: Schwab Hikes Minimum for Client Referrals"
              },
              {
                "id": 141361808,
                "url": "https://finnhub.io/api/news?id=856cc04a517cbbc33e1b33b1fdb8e6fe40ad4962b573dbc947a47be513770acb",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Scott Melker discusses Charles Schwab's (SCHW) addition of Solana (SOL-USD), Avalanche (AVAX-USD) and Chainlink (LINK-USD) to its spot trading platform, expanding the crypto assets available to investors. \"The Daily Wolf with Scott Melker\" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.",
                "category": "company",
                "datetime": 1787944800,
                "headline": "Charles Schwab expands crypto access with Solana, Avalanche, and Chainlink"
              },
              {
                "id": 141361819,
                "url": "https://finnhub.io/api/news?id=c29319f0c70692d738b803e4b0e46093f1d2e14e2c28dea264e306994c730931",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Amid Fed rate uncertainty after Kevin Warsh's Jackson Hole speech, Charles Schwab, Cullen/Frost Bankers, and Jackson Financial each offer distinct ways to benefit from varying interest rate scenarios.",
                "category": "company",
                "datetime": 1787940600,
                "headline": "3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole"
              },
              {
                "id": 141361809,
                "url": "https://finnhub.io/api/news?id=e133eb787c3989f0867e916311e9ee810811ebcbd1445a8da80f8a32a250d9a0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The brokerage will expand Schwab Crypto trading to Solana, Avalanche, and Chainlink, but has not given a launch date for the three tokens.",
                "category": "company",
                "datetime": 1787938742,
                "headline": "Charles Schwab Expands Crypto Trading Beyond Bitcoin and Ethereum"
              },
              {
                "id": 141345911,
                "url": "https://finnhub.io/api/news?id=56a0045602209414fb4ba4a5abf228dbc7a6169defe75306bef502a958118bcb",
                "image": "https://cdn.benzinga.com/files/images/story/2025/07/10/valuestock_2.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "Charles Schwab (NYSE:SCHW) has outperformed the market over the past 15 years by 2.99% on an annualized basis producing an average annual return of 16.37%. Currently, Charles Schwab has a market capitalization of",
                "category": "company",
                "datetime": 1787935542,
                "headline": "$100 Invested In Charles Schwab 15 Years Ago Would Be Worth This Much Today"
              },
              {
                "id": 141361820,
                "url": "https://finnhub.io/api/news?id=88d2796fced02285224766a16e7626944dc5f4c5a63593bf523c7c416b11a15a",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "HOOD's record revenues, asset inflows and expanding ecosystem fuel growth, but its premium valuation leaves little room for execution setbacks.",
                "category": "company",
                "datetime": 1787932500,
                "headline": "Strong Growth, Steep Price: Is Robinhood Stock Still Attractive?"
              },
              {
                "id": 141361810,
                "url": "https://finnhub.io/api/news?id=12c9205e3cc49c1f552a31c604c816016592c9e4c666e28c8830aa841cad560b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Schwab just handed 39.9 million account holders a path to trading Solana, Avalanche, and Chainlink, but a listing and a demand event are very different things, and the real price mover that day had nothing to do with Schwab.",
                "category": "company",
                "datetime": 1787932383,
                "headline": "Schwab Plans to Add SOL, AVAX, and LINK Trading Across Its 39.9 Million Accounts. Here’s What It Means for the Crypto Trade"
              },
              {
                "id": 141361821,
                "url": "https://finnhub.io/api/news?id=174c61a73d4f4c1a2addf33c11e0d91426ecf3ef484d00c9fc257fe9a159176b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Interactive Brokers' 50.1% rally in 2026 is backed by robust results, client growth, product innovation and global expansion, signaling growth potential.",
                "category": "company",
                "datetime": 1787930220,
                "headline": "IBKR Gains 50.1% So Far in 2026: Should You Buy the Stock Now?"
              },
              {
                "id": 141361822,
                "url": "https://finnhub.io/api/news?id=54badddc7c5f8a08e57a9b5b58a3222fc15d56c6fe74a0331f38f2fcb39e21b7",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Tech investments, active trading and stronger underwriting and advisory businesses are likely to support Zacks Investment Bank industry players, like Morgan Stanley, Schwab and Interactive Brokers.",
                "category": "company",
                "datetime": 1787929500,
                "headline": "3 Investment Bank Stocks Set to Benefit From Industry Tailwinds"
              },
              {
                "id": 141339018,
                "url": "https://finnhub.io/api/news?id=6e8f5ed6918318267e66a01ba53439eedf0cd99720765cb915d9a9e4c04a7bd4",
                "image": "https://cdn.benzinga.com/files/images/story/2025/11/06/aggregated_options_1.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "This whale alert can help traders discover the next big trading opportunities.\nWhales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.\nTraders will",
                "category": "company",
                "datetime": 1787924117,
                "headline": "10 Financials Stocks Whale Activity In Today’s Session"
              },
              {
                "id": 141361811,
                "url": "https://finnhub.io/api/news?id=4bf69f3e76a7141c856c499d18f14efa6de36d590d1fe61357d6b2f4c96ffa66",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Interactive Brokers broke out to an all-time high on Tuesday and is just below a flat base's buy point of 97.84.",
                "category": "company",
                "datetime": 1787922037,
                "headline": "Interactive Brokers Rides Market Volatility, Hits Highs As Sales Jump"
              },
              {
                "id": 141361812,
                "url": "https://finnhub.io/api/news?id=bb75f7e29190ca49ce1ab3d904443da8b01e2900021ac47e81cc8d9e31f86ce3",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "U.S. brokerage giant plans to expand its crypto platform with three more established assets.",
                "category": "company",
                "datetime": 1787864122,
                "headline": "$13 trillion brokerage giant adds three popular assets"
              },
              {
                "id": 141361813,
                "url": "https://finnhub.io/api/news?id=92f4f5a2b52a143eba1f115593c993e9f32cae49fdc59bcee96a44cf3a4cac0b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "When Schwab started allowing customers to hold and trade cryptocurrencies directly in May, it limited their options to the two largest assets by market capitalization: Bitcoin and Ethereum.  “With this expansion, clients will have more choices to build a digital asset allocation alongside the investing and banking experience they know and trust at Schwab,” said Joe Vietri, head of digital assets at Schwab.  Shares of Schwab were down 1.3% Thursday morning.",
                "category": "company",
                "datetime": 1787850360,
                "headline": "Charles Schwab to Expand Crypto Offering for Clients. What to Know."
              },
              {
                "id": 141333898,
                "url": "https://finnhub.io/api/news?id=cae9d31b51c3e076aa1d0ecf8c852a147481203332ed02389f9e7d8b32acfa08",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab (NYSE: $SCHW) plans to expand its crypto offering with three additional tokens, giving clients acces...",
                "category": "company",
                "datetime": 1787849040,
                "headline": "Charles Schwab Adds Solana, Avalanche, Chainlink to Crypto Platform"
              },
              {
                "id": 141361814,
                "url": "https://finnhub.io/api/news?id=3acb7499b859a05e26fd7b65798109fac864cd961312cc73b45c57ea86a7c246",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Solana price targets $120 after Schwab adds SOL and ETFs log $104M in 7-day inflows, though an overbought RSI puts $100 support in focus.",
                "category": "company",
                "datetime": 1787848312,
                "headline": "Solana Price Targets $120 as Schwab Adds SOL, ETF Inflows Rise"
              },
              {
                "id": 141361824,
                "url": "https://finnhub.io/api/news?id=e4eee76d3cb8236f682cd40d1f64a7ed04ef86ed39ae7d56414ffd3c33c3b6ca",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "WESTLAKE, Texas, August 27, 2026--Schwab Advisor ServicesTM will welcome thousands of independent registered investment advisors (RIAs) to Boston for its 36th annual IMPACT® conference the nation’s largest and longest-running gathering of independent advisors. Attendees will experience three days of keynote addresses, educational programming, and networking opportunities covering the strategies and trends shaping the industry today.",
                "category": "company",
                "datetime": 1787842800,
                "headline": "Schwab IMPACT® 2026: Spotlight on AI, Growth and the Future of Independent Advice"
              },
              {
                "id": 141361815,
                "url": "https://finnhub.io/api/news?id=88722bcf727d4892a6a113949b4b311f64296dcdf73681f2dbf28f40a777c61c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Vanguard's Altruist deal could intensify RIA custody competition for SCHW, pressuring technology investment and pricing as AI adoption accelerates.",
                "category": "company",
                "datetime": 1787838720,
                "headline": "Can Vanguard's Altruist Acquisition Turn Up the Heat on Schwab?"
              },
              {
                "id": 141332805,
                "url": "https://finnhub.io/api/news?id=46e32822d2d548f60ad0758894647ecf9e03a8c3b2d7ae685146d05119616ec1",
                "image": "https://cdn.benzinga.com/files/images/story/2026/08/27/Closeup-Of-Golden-Solana-Cryptocurrency-.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "Charles Schwab plans to add Solana, Avalanche and Chainlink to its crypto platform as SOL jumps 5% to $107.",
                "category": "company",
                "datetime": 1787833865,
                "headline": "Solana Surges 5% as Charles Schwab Adds SOL, AVAX, LINK to Crypto Platform"
              },
              {
                "id": 141332806,
                "url": "https://finnhub.io/api/news?id=a3d57d23591a15813ecce1747c388538f771214813dc783b1ac137f475c51860",
                "image": "",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "The additions are part of Schwab’s plans to thoughtfully expand its digital asset offering with established cryptocurrencies that align with client demand. These new digital assets will be available in the coming months",
                "category": "company",
                "datetime": 1787822309,
                "headline": "Charles Schwab To Add Avalanche, Chainlink And Solana To Its Crypto Platform"
              },
              {
                "id": 141326656,
                "url": "https://finnhub.io/api/news?id=f0ee289a15577c07a4f88b461b3b9df0cab874642345723232053d6898832f08",
                "image": "https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1972341389/image_1972341389.jpg?io=getty-c-w1536",
                "source": "SeekingAlpha",
                "related": "SCHW",
                "summary": "Ruane, Cunniff & Goldfarb Q2 2026 13F: key holdings, new buys & trims, and Sequoia Fund vs S&P 500. Read here for a detailed investment analysis.",
                "category": "company",
                "datetime": 1787781184,
                "headline": "Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q2 2026 Update"
              },
              {
                "id": 141323161,
                "url": "https://finnhub.io/api/news?id=3932a9fae53338a86b9c1755b52a37a1e4c996bff7348088d28805b5d2d417b7",
                "image": "https://www.chartmill.com/images/uploads/CM_Gap_Stocks_Small_free_ad767b11cf.webp",
                "source": "ChartMill",
                "related": "SCHW",
                "summary": "Let's have a look at the S&P500 gap up and gap down stocks in today's session.",
                "category": "company",
                "datetime": 1787754901,
                "headline": "These S&P500 stocks are gapping in today's session"
              },
              {
                "id": 141324300,
                "url": "https://finnhub.io/api/news?id=0633d849a699b11df8dd697168a5372b10f14d682874c6419856bdb7c8fc3620",
                "image": "",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "https://www.wsj.com/business/deals/vanguard-buys-wealth-management-platform-altruist-in-4-billion-deal-68e7260c",
                "category": "company",
                "datetime": 1787730801,
                "headline": "'Vanguard Buys Wealth Management Platform Altruist in $4 Billion Deal' - WSJ Exclusive"
              },
              {
                "id": 141316883,
                "url": "https://finnhub.io/api/news?id=e08235ff9636a0996a44d7cfe57e5d8298b6edb6fac5a77851406b33e83e90bd",
                "image": "https://cdn.benzinga.com/files/images/story/2026/08/25/Experts-Urge-Careful-Record-Keeping.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "Stephen Weiss picks Dick&#39;s Sporting Goods, supported by Wells Fargo&#39;s upgrade. Jim Lebenthal&#39;s final trade is BlackRock, recommended by Evercore ISI&#39;s analyst upgrade. Shannon Saccocia recommends iShares U.S. Industrials ETF and Joseph M. Terranova mentions Charles Schwab breaking up.",
                "category": "company",
                "datetime": 1787644874,
                "headline": "BlackRock, Charles Schwab, Dick's Sporting And More On CNBC’s ‘Final Trades’"
              },
              {
                "id": 141302619,
                "url": "https://finnhub.io/api/news?id=86011f05583cbdc29708497735170951a408aed7390139fb652c423818647de9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "She calculated her required withdrawals correctly, pulled the right total, and still triggered a painful IRS penalty. The mistake had nothing to do with the math.",
                "category": "company",
                "datetime": 1787510730,
                "headline": "Nobody Warned Her That Two Retirement Accounts Meant Two RMD Rules, a 25% Penalty"
              },
              {
                "id": 141278530,
                "url": "https://finnhub.io/api/news?id=b4b59da8fbde83eed291e7016d0b7164351c1bba256c3d0a58f77b3438904bda",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "While politicians battle over wealth taxes and fair shares, a legal industry worth well over a trillion dollars is already engineering those rates into irrelevance for the nation's biggest fortunes, and it is growing faster than any bill Congress could pass.",
                "category": "company",
                "datetime": 1787356149,
                "headline": "Everyone’s Arguing About Taxing the Rich. Almost Nobody Noticed the $1 Trillion Already Slipping Past the IRS"
              },
              {
                "id": 141278021,
                "url": "https://finnhub.io/api/news?id=eb64c8de3895cd5bde8c1e113ae8d57eba6f096472c988b6d7d2ff7cfc724933",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab Head Trading & Derivatives Strategist Joe Mazzola joins Jared Blikre to break down how higher Treasury yields are impacting retail traders—and what it means for their portfolios and trading strategies.",
                "category": "company",
                "datetime": 1787346900,
                "headline": "Why higher yields aren't scaring off retail traders"
              },
              {
                "id": 141279028,
                "url": "https://finnhub.io/api/news?id=7cd5c4252511bc728af17c4fc02ee9dc0d38f0ed4d99b9d6f0a278342f091748",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Can LPLA sustain strong asset growth and advisory momentum as moderating organic NNA and lower cash balances create uncertainty over future growth?",
                "category": "company",
                "datetime": 1787329020,
                "headline": "Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?"
              },
              {
                "id": 141273599,
                "url": "https://finnhub.io/api/news?id=568a06cf1b9e282d22a340482cb8a16c2404cf5a45d88617f9c430259f3aac52",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Wealthy investors have found a way to legally manufacture losses worth multiples of their initial investment, and the strategy just crossed a trillion dollars in assets before regulators started calling it potentially abusive.",
                "category": "company",
                "datetime": 1787307638,
                "headline": "Wall Street Calls It “Tax Alpha.” It’s a $1 Trillion Machine for Beating the IRS Instead of the Market"
              },
              {
                "id": 141279033,
                "url": "https://finnhub.io/api/news?id=172f6d0163480fe4983a810dadd4a931ad37a5c25dc4396bee40c9ac43afd99e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Hedge funds charge millions to run a tax strategy that quietly trims what the ultra-wealthy owe each year, but the core mechanic sits inside your brokerage account right now, waiting for a deadline most retirees miss.",
                "category": "company",
                "datetime": 1787269712,
                "headline": "The Ultra-Rich Pay Millions for “Tax-Loss Harvesting.” Here’s the Free Version Every Retiree With a Brokerage Account Can Run Before December 31"
              },
              {
                "id": 141279030,
                "url": "https://finnhub.io/api/news?id=babe9046d670045c656640beaba63c5ece8e0e966e88aa90f9cbeea8eea4e86e",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The company plans to increase the minimum account size for the Schwab Advisor Network to $5 million from $2 million at the beginning of next year.",
                "category": "company",
                "datetime": 1787256360,
                "headline": "Schwab Raises the Minimum Account Size for Clients to Be Referred to Outside Advisors"
              },
              {
                "id": 141279015,
                "url": "https://finnhub.io/api/news?id=13c5252fce6ba2e4a66494fdd7b18f632c9f0355392bac5f127524e27009c19b",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Vanguard's lower 0.03% expense ratio and $316 billion in assets make it the larger, cheaper option, while Schwab's emerging markets focus offers higher growth potential with concentrated tech exposure.",
                "category": "company",
                "datetime": 1787254141,
                "headline": "Which Is the Better International ETF, Vanguard's VEA Targeting Developed Markets or Schwab's Emerging Market-Focused SCHE?"
              },
              {
                "id": 141262946,
                "url": "https://finnhub.io/api/news?id=51288fe73f66271899d906b2880c650369ce723f8dde093bacafe5436d4111f8",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab (SCHW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.",
                "category": "company",
                "datetime": 1787243408,
                "headline": "Why Is Charles Schwab (SCHW) Up 10% Since Last Earnings Report?"
              },
              {
                "id": 141278621,
                "url": "https://finnhub.io/api/news?id=e00e72688f4fe9f0c55a27e6d1bf9e99bcd523d78e2f15be5d96fbebc7cbc2b4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "SCHW is expanding its Hyderabad tech hub to 2,000 workers by 2027-end as AI reshapes staffing, automation and in-house technology operations.",
                "category": "company",
                "datetime": 1787238180,
                "headline": "Schwab Expands India Tech Hub as AI Reshapes Global Banking Operations"
              },
              {
                "id": 141278541,
                "url": "https://finnhub.io/api/news?id=90a44d8cacdac7cf7882b8488a3914e303d84a5a6f6f5a9df206622fb1419afc",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Fidelity shut the door and Schwab put up guardrails, yet the wealthiest clients responded by rushing to pour in even more money before the window closed. When the firms profiting from a trade start turning clients away, something worth understanding is happening beneath the surface.",
                "category": "company",
                "datetime": 1787221114,
                "headline": "Fidelity and Schwab Just Backed Away From a Tax Strategy “Too Good to Be True.” The Wealthy Responded by Shoveling In More Money"
              },
              {
                "id": 141279018,
                "url": "https://finnhub.io/api/news?id=c6d12f77ee48e80e9e8379fe0ffce66a51e04e596817c230352f2a2263f3a432",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab’s updated model now points to a Fair Value price target of US$125.00, compared with the previous US$116.16 figure. Analysts link this shift to stronger recent execution, higher Street price targets in the US$120 to US$145 range, and debate over how durable client activity, trading strength, and new products may be for the company. Read on to see what is driving the evolving Charles Schwab narrative and how you can keep track of the next set of changes. Stay updated as the Fair...",
                "category": "company",
                "datetime": 1787213543,
                "headline": "Charles Schwab (SCHW) Stock Fair Value Rises After Strong Q2 And Analyst Target Increases"
              },
              {
                "id": 141279032,
                "url": "https://finnhub.io/api/news?id=0aac24f59c63a3639fdc674ead5531c1aa2a3c34c9610e3d8bdd80ef1f2cfc3c",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "The Charles Schwab Corporation (NYSE:SCHW) is making a bigger push into India with a new global capability centre in Hyderabad. The company plans to grow the centre to around 2,000 employees by the end of 2027, starting with about 500 hires in the first year. The centre will support Schwab’s U.S. operations through technology, engineering […]",
                "category": "company",
                "datetime": 1787178250,
                "headline": "The Charles Schwab Corporation (SCHW)’s India Investment Could Support Margins as AI Changes Banking"
              },
              {
                "id": 141278624,
                "url": "https://finnhub.io/api/news?id=4ea1df2d567c53a5333061a23086051a7b34d99c7f0e80d7b3209b799ef33c91",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Financial firms account for a quarter of India's 2.36 million capability center workers",
                "category": "company",
                "datetime": 1787169954,
                "headline": "Schwab Targets 2,000 India Staff While Peers Restructure"
              },
              {
                "id": 141279020,
                "url": "https://finnhub.io/api/news?id=10b673fc862cb0c282cab3a87ddddde8235f6d7d5dfd52d6add5f1b5505d0fb4",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "SCHW stock touches a new 52-week high on record asset inflows, surging margins and strong earnings momentum, despite rising expenses.",
                "category": "company",
                "datetime": 1787163180,
                "headline": "Schwab Hits a New 52-Week High: Is There Further Upside Potential?"
              },
              {
                "id": 141279021,
                "url": "https://finnhub.io/api/news?id=3f827fdf613c6abaac45b9ff4978615cbf380fe1afa342a40b540302bde31743",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "\"Shifting Tides\" cover story gives Schwab's national advisor network a working playbook for the SEC's 2026 pivotNEW YORK, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Salus GRC, a governance, risk, and compliance firm serving investment managers, RIAs, and other regulated financial services organizations, announced today that four of its senior professionals authored the lead feature in the July 2026 issue of Charles Schwab's Compliance Review, the compliance publication Schwab distributes directly to inde",
                "category": "company",
                "datetime": 1787158800,
                "headline": "Salus GRC Principals Author Lead Feature in Charles Schwab's Compliance Review"
              },
              {
                "id": 141279022,
                "url": "https://finnhub.io/api/news?id=d6133cb1edb32e56e6986a45ed289c95819d242c76a0c5c1ec267392b5eb866d",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "In August 2026, Charles Schwab raised US$2.60 billion through two fixed-to-floating rate note offerings while facing ongoing litigation linked to Linqto’s bankruptcy process and trustee dispute. At the same time, Schwab reported very large client asset totals of US$13.04 billion and expanded its derivatives lineup with cash-settled Single Stock Futures, underscoring its push to deepen client engagement and product breadth. With recent client asset momentum and new Single Stock Futures...",
                "category": "company",
                "datetime": 1787148606,
                "headline": "How Schwab’s Capital Raise, Client Assets and New Derivatives Launch At Charles Schwab (SCHW) Has Changed Its Investment Story"
              },
              {
                "id": 141279023,
                "url": "https://finnhub.io/api/news?id=d4b2ab82fbc9ac47e42a89fc5815cffd03b3e5dc55df778ec8386b5cc53d18c0",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab stock has more than doubled over the past three years, yet its current checks suggest only a modest discount to intrinsic value rather than a clear bargain or an obvious premium. The Excess Returns intrinsic value estimate points to some upside, while the broader valuation picture around the market multiples looks closer to about right. Charles Schwab has returned 106.1% over 3 years, which puts extra focus on whether today’s price still leaves enough room for future...",
                "category": "company",
                "datetime": 1787130884,
                "headline": "Charles Schwab (SCHW) Stock Looks Reasonable Following A 106% Three Year Run"
              },
              {
                "id": 141254730,
                "url": "https://finnhub.io/api/news?id=0260b42703fdab50336112ddbf100180096f3ce8a4c303402dd857337def27a7",
                "image": "",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "-Reuters",
                "category": "company",
                "datetime": 1787110958,
                "headline": "Charles Schwab Corp Expands Into India With New Hyderabad Office, Targets 2,000-Employee Workforce By End Of 2027"
              },
              {
                "id": 141250811,
                "url": "https://finnhub.io/api/news?id=9d71a11ac50f796cfd2586dab3cdda355e745abc81ec1890055606c493633591",
                "image": "",
                "source": "SeekingAlpha",
                "related": "SCHW",
                "summary": "",
                "category": "company",
                "datetime": 1787091773,
                "headline": "Tracking Al Gore's Generation Investment Management Portfolio - Q2 2026 Update"
              },
              {
                "id": 141279024,
                "url": "https://finnhub.io/api/news?id=1da546ece1c0f4caeb99d3de04ccef10df75fab498466c10b08b3da5c2bac4a9",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.",
                "category": "company",
                "datetime": 1787074604,
                "headline": "13 Investment Must Reads for This Week (Aug. 18, 2026)"
              },
              {
                "id": 141279025,
                "url": "https://finnhub.io/api/news?id=f5e41f7246d9ba74a8cb274986f13dfd3f12e9de6723b98bb91bdb637b7e3114",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "A selloff in chipmakers sent stocks lower, with the market also falling as inflation angst and rising government debt kept bond yields elevated. Longer-dated bonds are at the epicenter of anxiety about everything from inflation to the debt-laden artificial-intelligence boom. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the gap between sell-side consensus and buy-side expectations.",
                "category": "company",
                "datetime": 1787072331,
                "headline": "Stocks Take Hit as Bond Selloff Saps Risk Appetite"
              },
              {
                "id": 141279026,
                "url": "https://finnhub.io/api/news?id=e60966b48e791d32aac90cf222b84cc8e305b5b3bbb11caa15c468c18acf6ac5",
                "image": "https://s.yimg.com/rz/stage/p/yahoo_finance_en-US_h_p_finance_2.png",
                "source": "Yahoo",
                "related": "SCHW",
                "summary": "Schwab's July client assets rise 19% y/y to $13.04T, while higher net new assets and trading activity point to revenue growth.",
                "category": "company",
                "datetime": 1787067360,
                "headline": "SCHW's July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?"
              },
              {
                "id": 141241276,
                "url": "https://finnhub.io/api/news?id=fb30f5681492633a89ee6947ddf2805c2dd7db5cd9bbe3457f4f5a181fb2925f",
                "image": "https://cdn.benzinga.com/files/images/story/2026/08/17/New-York-City--New-York---September-10-2.jpg?width=2048&height=1536",
                "source": "Benzinga",
                "related": "SCHW",
                "summary": "Nasdaq is planning to extend its trading hours to 23 hours per day, 5 days per week, to cater to global demand.",
                "category": "company",
                "datetime": 1786986248,
                "headline": "Nasdaq's Going Almost 24/7: Exchange Eyes 23-Hour Trading Day"
              }
            ],
            "data_source": "finnhub_news_keyword_model",
            "article_count": 8,
            "negative_hits": 0,
            "positive_hits": 2,
            "recomputed_at_score": true,
            "sentiment_score_raw": 0.6,
            "source_article_count": 84,
            "discarded_article_count": 75
          },
          "sentimentPoints": 4
        }
      },
      "技術信號": {
        "max": 30,
        "raw": 17.1,
        "grade": "較差",
        "items": {
          "bbPoints": 2.4,
          "adxPoints": 3,
          "sarPoints": 1.2000000000000002,
          "vcpPoints": 2.2,
          "macdPoints": 2.4,
          "vcpPayload": {
            "vcp_pass": false,
            "vcp_score": 2.2,
            "vcp_reason": "波幅收縮(10.7%→4.5%)；跌縮量(近10日4日)；站上MA50；Ready=Y；Confirm=N",
            "vcp_metrics": {
              "up_days": 3,
              "vol_ref": 7380916.666666667,
              "down_days": 6,
              "vcp_ready": true,
              "above_ma50": true,
              "avg_vol_10": 7870630,
              "avg_vol_20": 7526865,
              "avg_vol_30": 7380916.666666667,
              "range_pct_10": 0.044941743589743614,
              "range_pct_20": 0.0777622377622378,
              "range_pct_30": 0.10685314685314692,
              "up_expand_ok": false,
              "lookback_used": 59,
              "near_20d_high": true,
              "contraction_ok": true,
              "down_shrink_ok": true,
              "up_expand_days": 1,
              "breakout_20d_ok": false,
              "vol_ratio_10_30": 1.0663485791060279,
              "dist_to_20d_high": 0.06356413166855847,
              "down_shrink_days": 4,
              "breakout_level_20d": 114.53,
              "vcp_breakout_confirm": false,
              "contraction_ratio_10_30": 0.42059354275741706
            },
            "vcp_name_en": "Volatility Contraction Pattern",
            "vcp_name_zh": "波動收縮形態",
            "vol_contraction": true
          },
          "kdjAdxPoints": 0.5,
          "rsiKdjPoints": 1.6,
          "volumeWeight": 2,
          "maCrossPoints": 1.6,
          "shortRsiPoints": 0.4,
          "shortMacdPoints": 0.4,
          "volConfirmPoints": 1,
          "volumePointsTechnical": 0.4
        }
      },
      "風險管理": {
        "max": 10,
        "grade": "良好",
        "items": {
          "position": {
            "score": 1.6,
            "details": {
              "atrPct": 2.107878787878788,
              "turnoverUsdM": 510.048825,
              "liquidityPoints": 0.6,
              "volatilityPoints": 1
            }
          },
          "rrPoints": 1.4,
          "stopLevels": {
            "symbol": "US.SCHW",
            "rr_range": "1:1.0-1:2.5",
            "risk_profile": "中等",
            "stop_loss_price": 102.7286,
            "strength_details": {
              "ma_score": 1.5,
              "atr_score": 2,
              "rsi_score": 2.5,
              "macd_score": 1.5,
              "volume_score": 1
            },
            "market_adjustment": 1,
            "risk_reward_ratio": 1.2,
            "stop_loss_percent": 4.2,
            "take_profit_price": 112.6125,
            "target_multiplier": 1.9,
            "technical_strength": 1.68,
            "take_profit_percent": 5
          },
          "positionPoints": 1.6,
          "stopLossPoints": 2.4,
          "diversification": {
            "score": 2,
            "details": {
              "method": "sector concentration proxy; no portfolio holdings used",
              "sector": "Financials",
              "concentratedSectorPenalty": 0
            }
          },
          "riskRewardRatio": 1.2,
          "stopLossPercent": 4.215757575757576,
          "diversificationPoints": 2
        }
      }
    }
  },
  "modelVersion": "cursor_18_27_news_v2_160",
  "providerErrors": [],
  "rankingScoreMax": 160,
  "dataCompleteness": {
    "complete": true,
    "missingFields": [],
    "optionalInputs": [
      "institutionalData"
    ],
    "requiredInputs": [
      "fundamentals",
      "marketContext.VIX",
      "marketContext.SPY",
      "marketContext.QQQ",
      "catalystData",
      "sentimentData",
      "ATR",
      "sector"
    ],
    "optionalInputWarnings": []
  },
  "technicalIndicators": {
    "adx": 78.57,
    "atr": {
      "atr": 2.2607,
      "rule": "ATR / current price; lower volatility scores higher",
      "score": 6,
      "atr_pct": 2.11
    },
    "cci": {
      "rule": "Cursor_18.24 CCI bands",
      "level": "超買或超賣風險",
      "score": 2,
      "value": -111.84
    },
    "cmf": {
      "rule": "Cursor_18.24 CMF bands",
      "level": "派發",
      "score": 2,
      "value": -0.0606
    },
    "kdj": {
      "d": 27.61,
      "j": 15.81,
      "k": 23.68,
      "rule": "Cursor_18.24 K/D cross",
      "score": 0,
      "signal": "死叉"
    },
    "mfi": {
      "rule": "Cursor_18.24 MFI bands",
      "level": "弱流入",
      "score": 4,
      "value": 47.38
    },
    "obv": {
      "rule": "Cursor_18.24 recent_slope vs previous_slope",
      "score": 2,
      "trend": "資金流出",
      "value": 40603000,
      "recentSlope": -3447080,
      "previousSlope": -1336360
    },
    "rsi": 35.84,
    "sar": {
      "rule": "Cursor_18.24 Parabolic SAR",
      "score": 4,
      "trend": "下降",
      "value": 112.6213,
      "position": "SAR喺價上",
      "distancePct": 5.01,
      "previousTrend": "下降"
    },
    "ma50": 106.2482,
    "macd": {
      "macd": 0.27899741777893894,
      "trend": "中性偏多",
      "signal": 0.9790223887338172,
      "histogram": -0.7000249709548783
    },
    "vwap": {
      "rule": "Cursor_18.24 VWAP 20D consecutive close",
      "score": 2,
      "value": 109.6239,
      "position": "<VWAP",
      "consecutiveAbove": 0
    },
    "volume": {
      "rule": "Cursor_18.24 volume ratio",
      "level": "空升",
      "ratio": 0.63,
      "score": 2,
      "avgVolume": 7506890,
      "currentVolume": 4755700
    },
    "derived": {
      "ma20": 109.692,
      "ma50": 106.2482,
      "prevClose": 107.33,
      "avgVolume10": 7335730,
      "avgVolume20": 7506890,
      "changePercent": -0.07,
      "avgVolumeForScore": 7506890
    },
    "ma_cross": {
      "ma20": 109.692,
      "ma50": 106.2482,
      "rule": "Cursor_18.24 MA20/MA50 cross",
      "cross": "多頭",
      "score": 4,
      "prevMa20": 109.8325,
      "prevMa50": 106.0188,
      "spreadPct": 3.24,
      "isVolumeBreakout": false
    },
    "bollinger": {
      "lower": 105.8337,
      "upper": 113.5503,
      "position": "中間"
    },
    "rsi_short": 42.77,
    "macd_short": {
      "macd": 0,
      "trend": "中性",
      "signal": 0,
      "histogram": 0
    },
    "volume_ratio": {
      "ratio": 0.63
    }
  }
}

Raw metrics JSON

 
{
  "close": 107.25,
  "volume": 4755700,
  "changePercent": -0.07
}

Scores are derived from cached daily market data using the Cursor_18.25 standard. Solorank.ai provides research support only and does not provide financial advice or buy/sell recommendations.