SCHW Ticker Curator

• Oil rallies 7% to $104/bbl after failed U.S.-Iran talks and Trump's port blockade order
• Equity futures slide premarket, VIX +10%, but S&P tests...

Optimistic outlook on infrastructure as a longer-term opportunity amid economic uncertainty.

• Operators defensive: Recession-resistant essentials,...

Unusual bearish activity on SCHW: Traders bought 32,819 put options Monday, 62% above typical 20,210 volume, hinting at hedging or speculation ahead...

• Hardman Johnston cut SCHW holdings by 9% (sold 32,688 shares), now at 329,879 shares worth $32.96M (1.6% of portfolio).
• Mixed moves: Greenup...

Schwab's STAX Score has recorded its steepest monthly drop since 2025, signaling a retail sentiment shift. Key watch for SCHW traders amid potential cooldown.

Branch Network Repositioning

• Portland Branch Closure: Charles Schwab is closing its downtown Portland branch in June and opening new branches in...

Schwab is closing its downtown Portland branch in June while opening two new ones in Slabtown and Lake Oswego.

• Staff relocating with incremental...

• SCHD outperforms S&P 500 YTD at +12.4%, tilting heavily to energy (40%) and staples post-reconstitution.
• Rough 2023-2025 stretch reversed in...

Institutional crypto bull market heats up as retail fades:

• Schwab advances: Confirmed direct crypto trading for H1 2026; spot Bitcoin waitlist...

Crypto stocks provide a regulated, high-liquidity gateway to blockchain exposure as digital assets mature.

• Diverse plays: Exchanges like COIN,...

Schwab's SCHD ETF delivered 223% returns over 10 years, turning $10k into $32.3k.

• Tracks Dow Jones U.S. Dividend 100 Index of 100 firms with 10+...

SCHD shines for passive income chasers at Schwab:

• Highest yield (3.39%) among peers, requiring >$2.1M portfolio for $70K/year pre-tax
• Low 0.06%...

• Strong trading volumes from market volatility and geopolitics boosting Q1 estimates for brokers like SCHW.
• Morgan Stanley flags SCHW as 'defensive...

Earnings Highlights

• 🔥 Record 4Q and Full-Year Results: Schwab reported 4Q core net new assets of $163.9 billion, full-year organic growth of...

Bearish institutional signal: Burney Co. slashed its SCHW holdings by 20.4%, selling 46,169 shares to hold 180,487 worth $18.03M. Institutional...

Charles Schwab posted record $163.9B in 4Q core net new assets and 19% YoY revenue growth to $6.3B, with full-year organic growth at 5.1%—pure strength in client inflows.

Governance upgrade ahead: SCHW proposes declassifying its board for annual elections, boosting shareholder accountability.

Undervalued signal: At...

• Routine successions like Paul Woolway's July 2026 retirement (16-year Schwab Bank head, succeeded by Tyler Woulfe) and internal promotions signal...

Key SCHW crypto rollout steps:

• Waitlist launched for Schwab Crypto accounts via Premier Bank
• Employee testing first, then select clients in H1...

Stock Movement

• 🔥 Dips Below 200-Day MA: Shares of SCHW crossed below their 200-day moving average of $95.73, trading at intraday lows of $94.25...