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 ...

美银证券对嘉信理财评级与目标价调整 - 美银证券将嘉信理财的目标价从88美元上调至91美元 [1] - 美银证券对嘉信理财的评级仍维持为“跑输大市” [1]

文章核心观点 - 嘉信理财的股票评级被上调至Zacks Rank 2，这主要反映了其盈利预期的上升趋势，而盈利预期的变化是影响股价最强大的力量之一 [1][4][5] - 评级上调意味着市场对其盈利前景的乐观情绪，这可能转化为买入压力并推动股价上涨 [4][6] - 嘉信理财的评级上调使其跻身Zacks覆盖股票的前20%，表明其盈利预期修正特征优异，有望在短期内产生超越市场的回报 [11] Zacks评级系统 - Zacks评级系统的核心是公司盈利前景的变化，它追踪Zacks共识预期，即卖方分析师对当前及下一财年每股收益预期的共识指标 [2] - 该系统利用与盈利预期相关的四个因素，将股票分为五组，从Zacks Rank 1到5 [8] - 该系统保持客观性，在其覆盖的超过4000只股票中，始终维持“买入”和“卖出”评级的均等比例，仅有前5%的股票获得“强力买入”评级，接下来的15%获得“买入”评级 [10] - Zacks Rank 1的股票自1988年以来实现了平均年化+25%的回报，拥有经外部审计的优异业绩记录 [8] 盈利预期修正与股价关系 - 公司未来盈利潜力的变化（反映在盈利预期修正中）与其股价的短期走势被证明有很强的相关性 [5] - 这种相关性部分源于机构投资者的行为，他们使用盈利及盈利预期来计算公司股票的公允价值，估值模型中盈利预期的增减会直接导致股票公允价值的升降，进而引发机构投资者的买卖行为 [5] - 跟踪盈利预期修正趋势来做出投资决策可能带来丰厚回报，Zacks评级系统有效地利用了盈利预期修正的力量 [7] 嘉信理财具体数据 - 对于截至2025年12月的财年，该公司预计每股收益为4.80美元，与去年同期报告的数字持平 [9] - 在过去三个月中，该公司的Zacks共识预期上调了3.7% [9]

嘉信理财交易活动指数月度表现 - 嘉信理财交易活动指数在11月上升至48.75，高于10月的48.12 [1] 指数定义与功能 - 该指数是独有的、基于行为的专有指数，通过分析嘉信理财数百万客户账户的股票持仓和交易活动，揭示投资者每月的实际行为和市立场 [1] - 指数反映了“逢低买入，逢高卖出”的交易行为模式 [1]

SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. Despite your best planning and efforts to prepare for retirement, you’re still likely to encounter some kind of unexpected challenges after you stop working. According to Charles Schwab, there are five retirement surprises, which might come as a financial shock to many older workers. However, if you’re prepared, you can avoid allowing seeing these disruptions derail your golden years. “Withdrawing an extr ...