Company intelligence
Charles Schwab
About Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Verified activity
Signals from Charles Schwab
39 published signals
People
Charles Schwab welcomed Gregory Duracinski as its newest Wealth Advisor based in Omaha, Nebraska.
Reported by Allison Malcolm - CFP®, MPAS™, MSFP, CRPC™
People
Charles Schwab welcomed Jacob Albers CFP® to the Schwab Wealth Advisory organization based in Omaha, Nebraska.
Reported by Allison Malcolm - CFP®, MPAS™, MSFP, CRPC™
Presence & Recognition
Charles Schwab Financial Consultant Monica Yassear, CFP® brought clients to the Tower Bridge Dinner as part of the Sacramento Farm-to-Fork Festival.
Reported by Sam Sherman, CFP®
Research & Knowledge
Charles Schwab published a chart of the day from the Schwab Market Update showing that the S&P has quietly shifted into a higher trading range as summer volatility stayed muted.
Reported by Joe Mazzola
Research & Knowledge
Charles Schwab does not recommend the use of technical analysis as a sole means of investment research.
Reported by Rachel Dashiell, CFP®, CMT®
Presence & Recognition
Charles Schwab is hosting the CMT Fall Summit 2026 in Bethesda, Maryland, from September 30 to October 2.
Reported by Rachel Dashiell, CFP®, CMT®
Research & Knowledge
Charles Schwab covered new 52-week highs and lows and analyzed the drop in the VIX to a multi-month low during the Options Market Update.
Reported by Joe Mazzola
Research & Knowledge
Charles Schwab updated its major indexes and max drawdowns table through September 4, 2026.
Reported by Liz Ann Sonders
People
Charles Schwab hired Timothy Riggs as a Retirement Distributions Operations Specialist.
Reported by Timothy Riggs
People
Charles Schwab announced that Rini Esther Daniel, Sindhu Chitikela, Rohini Sangli, and Rini Esther Daniel are driving the real changes across systems.
Reported by Rini Esther Daniel
People
Charles Schwab is hiring for a new position in the Treasury department
Reported by Crosby Mulwee, CFA
Presence & Recognition
Charles Schwab hosted a trip to Denver in September 2026 featuring brainstorming, product demos, and happy hours.
Reported by Rini Esther Daniel
Presence & Recognition
Charles Schwab released a podcast episode featuring Liz Ann Sonders, Collin Martin, and CFA discussing Warsh's hawkish JH speech
Reported by Liz Ann Sonders
Research & Knowledge
Charles Schwab reported that the spread between AAII bulls and bears for week ended September 2 popped back into positive for the first time since June
Reported by Liz Ann Sonders
Research & Knowledge
Charles Schwab updated its major indexes and max drawdowns table through September 3, 2026.
Reported by Liz Ann Sonders
Research & Knowledge
Charles Schwab reported that the US trade deficit reached its widest level since March 2025, driven primarily by a surge in imports of capital goods, including AI-related products such as computers, computer accessories, and semiconductors, with a 11.4% m/m jump since 1993.
Reported by Liz Ann Sonders
Customers & Market
Charles Schwab reported that house hunters have plenty of options with new listings at their highest level in four years per Redfin.
Reported by Liz Ann Sonders
Presence & Recognition
Charles Schwab hosted a panel event and client lunch with internal partners at the Schwab Boulder Branch to discuss comprehensive Wealth Management capabilities including Lending, Tax, Trust & Estate Planning, and Portfolio Management.
Reported by Steven Higgins CFP® CWS®
Technology & Infrastructure
Charles Schwab changed the partitioning strategy at production scale after a delay due to an engineer's skew pattern hidden by test data.
Reported by Manvi Walia
Presence & Recognition
Charles Schwab hosted the Future Private 2026 event with industry leaders on the evolution of private markets.
Reported by Nikhil Sudan
Presence & Recognition
Charles Schwab employee Rachel Dashiell joined Morning Movers on the Schwab Network to discuss technicals for the chart of the day #SNOW
Reported by Rachel Dashiell, CFP®, CMT®
Research & Knowledge
Charles Schwab analyst Rachel Dashiell noted that Gold recently established a higher high after spending an entire trading week above the Anchored VWAP from its all-time highs.
Reported by Rachel Dashiell, CFP®, CMT®
Research & Knowledge
Charles Schwab published a point and figure analysis of the S&P 500 showing a measured move near 8,750
Reported by Rachel Dashiell, CFP®, CMT®
Presence & Recognition
Charles Schwab hosted a discussion on the technicals on the S&P 500, bond yields, and crude oil at MorningTradeLive with Alex Coffey on Schwab Network.
Reported by Rachel Dashiell, CFP®, CMT®