Charles Schwab & Co

34 results about this entity

Period: 29 Sep 2004 - 11 Nov 2025

/wealth

Charles Schwab to buy private markets platform Forge for $660m

Wall Street broker Charles Schwab has splashed out $660m to acquire investment platform Forge Global in a sign of the growing interest in private investment markets.

/wealth

Pave Finance integrates with Charles Schwab to empower RIAs with automated wealth management

Pave Finance, Inc. (“Pave”), the next-generation wealth management platform, has today announced its integration with Charles Schwab, the world’s largest registered investment advisory custodian and one of the largest retail brokerage firms.

/wholesale

Qapita raises $26m in series B funding round

Singapore-based Qapita, a leading equity management platform with presence in India and USA, announced today that it has raised USD 26.5 million in its Series B equity financing round.

/retail

TD Bank to offload $14bn Charles Schwab stake

TD Bank has agreed to sell its 10.1% stake in investment firm Charles Schwab for about C$20 billion (US$14.6 billion) after taxes.

/markets

US online brokerages hit the skids during market rout

US online brokerages suffered downtime as market opened in anticipation of a stock market rout.

/regulation

Charles Schwab pays $187m to settle SEC robo-advisor charges

Subsidiaries of Charles Schwab have agreed to pay $187 million to settle SEC charges that they misled clients about fees for the broker's robo-advisor product.

/wealth

Schwab launches digital financial planning action centre

As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab today announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab Financial Consultant, Schwab Private Client Advisor, or Portfolio Solutions Group Consultant to track and complete tasks within their financial plan, communicate questions, and help work toward improving financial outcomes long-term.

/regulation

Charles Schwab faces $200m hit over SEC robo advisor investigation

Charles Schwab is facing a $200 million charge relating to a Securities and Exchange Commission (SEC) investigation into the firm's robo advisor.

/regulation

FCA fines Charles Schwab UK £8.96 million over safeguarding and compliance failures

The Financial Conduct Authority (FCA) has fined Charles Schwab UK Ltd (CSUK) £8.96 million for failing to adequately protect client assets, carrying out a regulated activity without permission and making a false statement to the FCA.

/wholesale

Charles Schwab develops client experience algo

Charles Schwab has developed a patent-pending algorithm designed to improve client experience and make investing more accessible.

/retail

Envestnet | Yodlee agrees data access terms with Charles Schwab

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab on a financial data access agreement.

Charles Schwab to acquire TD Ameritrade for $26 billion

Charles Schwab has agreed to acquire rival discount brokerage TD Ameritrade in an all-stock transaction valued at approximately $26 billion.