Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Key Takeaways Retail trading momentum and digital innovation drove strong 2025 gains for HOOD, IBKR and SCHW.Robinhood saw explosive growth from crypto, prediction markets, and higher equities and options volumes.Interactive Brokers and Schwab benefited from rising trades, new accounts and expanding global access.The brokerage industry has experienced strong momentum this year, largely driven by technological advancements and market participation trends. As brokerage firms invested heavily in digital tradin ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Charles Schwab, the country’s largest custodian to registered investment advisors, has made its client referral program to advisors a little more selective as part of an overall effort to “modernize” a program it first set up in 2002. In an SEC filing dated Dec. 11, the Westlake, Texas-based firm stated that those in its Schwab Advisor Network would need to have assets under management of at le ...

Our next guest expects more dispersion in the MAG7 stocks next year with the AI trade moving from the picks and shovels to the adopters. What does she mean by that. Lzanne Saunders is the chief investment strategist at Charles Schwab.Lzanne, it's great to see you. Just straight off the top of your head, what do you foresee for 2026. >> Uh, I I think some of this broadening out is likely to persist, maybe not in a linear fashion, but in fits and and starts.Over the past 6 months, it's only 17% of the constit ...

Key Takeaways SCHW launched broad upgrades to Schwab.com, Mobile and thinkorswim, plus 17 new futures products.Charles Schwab's client assets grew at a 20.1% CAGR over five years, with momentum in 2025.SCHW's acquisitions and advisory growth, including Forge Global, target engagement and assets.Charles Schwab (SCHW) has introduced a wide range of upgrades across Schwab.com, Schwab Mobile and the thinkorswim platform to enhance customization, transparency and advanced trading capabilities.Key improvements in ...

About Charles Schwab TM The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 38.3 million active brokerage accounts, 5.7 million workplace plan participant accounts, 2.2 million banking accounts, and $11.83 trillion in client assets as of November 30, 2025. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and ind ...

The Schwab U.S. Dividend Equity ETF™ ( SCHD ) slightly outperformed the broader market since my previous bearish call in late September 2025. This was mostly explained by the fact that there was a solid 13% rallyI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I h ...

Key Takeaways SCHW's total client assets rose 14.8% year over year to $11.83T, with advisory assets up 15.4%.SCHW recorded core net new assets of $40.4B in November, up 40.3% from the prior-year month.SCHW saw growth in active brokerage, banking and workplace plan accounts despite fewer new accounts opened.Charles Schwab (SCHW) released its monthly activity report for November 2025. The company’s total client assets were $11.83 trillion, up 14.8% from November 2024 and marginally sequentially, driven by str ...

For Immediate ReleasesChicago, IL – December 15, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Visa Inc. V, The Charles Schwab Corp. SCHW, Amphenol Corp. APH, Autoscope Technologies Corp. AATC and United-Guardian, Inc. UG.Here are highlights from Monday’s Analyst Blog:Top Analyst Reports for Visa, Charles Schwab ...

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