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Charles Schwab Recognized as Best Investing Platform Overall by U.S. News

1. Schwab named Best Investing Platform Overall for third consecutive year. 2. Award reflects strong performance in fees, tools, and customer service. 3. 25 million active accounts and $9.89 trillion in client assets reported. 4. Schwab's trading platforms and education praised for enhancing user experience. 5. Industry-leading client service includes 24/7 support and satisfaction guarantee.

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Why Bullish?

The recognition enhances Schwab’s brand value, likely attracting more investors. Historical examples show that awards boost stock prices for financial service firms.

How important is it?

Awards like this indicate a competitive edge and customer trust, impacting investor decisions.

Why Short Term?

Investor sentiment may uplift stock prices due to immediate brand recognition. Short-term stock movements often react positively to such news.

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Schwab also wins awards for Best Investing Platform for stock, options and forex trading WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2025 U.S. News Money Awards – the third year in a row Schwab has received the best ranking overall from U.S. News. Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Companies were selected for the list by the U.S. News editorial team on the basis of five categories: fees, product and account offerings, usability, research and tools, and customer support. “It’s an honor to be recognized by U.S. News, a well-established and respected publication, as the Best Investing Platform in the industry for the third year in a row,” said Jonathan Craig, Managing Director, Head of Retail Investing at Charles Schwab. “This award is a testament to the quality, breadth, and depth of our products, services, and experienced and dedicated professionals that support a range of clients across the wealth spectrum from those getting started to more sophisticated investors and traders.” Charles Schwab, a leader in retail investing with more than 25 million active retail brokerage accounts, 7.4 million daily average trades in Q1 2025, and $9.89 trillion in total client assets as of April 30, 2025, offers a powerful suite of products, services, and capabilities for a range of investors, including: Schwab Trading Powered by Ameritrade™, a full ecosystem of trading support with robust platforms including thinkorswim®, Schwab.com, and Schwab Mobile; educational content for a range of investors and traders; and support from professional trading specialists. Services designed to make investing easier and more accessible including Schwab Stock Slices®, Schwab Investing Themes™, and Schwab Starter Kit®. A range of advice and wealth management solutions from automated investing to dedicated advice. Industry-leading client service that enables clients to engage with an investment professional anytime by phone or chat 24/7, in addition to support from a range of specialists, as well as the Schwab Satisfaction Guarantee, which states that, if for any reason a client is not completely satisfied, Schwab will refund any eligible fees or commission*. A network of 400+ branches and teams of financial consultants across the country that support investors and traders in their communities. The 2025 U.S. News Money Awards press release can be viewed here. U.S. News & World Report’s Best Investing Platforms award was given on April 23, 2025. The criteria, evaluation, and ranking were determined by U.S News & World Report. See methodology for more information. Schwab paid a licensing fee to U.S News & World Report for use of the award and logos. U.S. News Best Investing Platforms Methodology Over 1,800 points of data were collected for 36 investing platforms under five factors: fees, product and account offerings, usability, research and tools, and customer support. The U.S. News team collects and updates this data on a quarterly basis by reviewing each investing platform’s website and, occasionally, contacting the investing platforms directly. The editorial and data teams evaluate the data and use a scoring system that serves as the basis for the star ratings found on each investing platform’s respective review. About Charles Schwab At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on X, Facebook, YouTube and LinkedIn. Disclosures: *Schwab Satisfaction Guarantee: If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab"), Charles Schwab Bank, SSB ("Schwab Bank"), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern. Refund requests must be received within 90 days of the date the fee was charged. Two kinds of "Fees" are eligible for this guarantee: (1) "Program Fees" for the Schwab Wealth Advisory ("SWA"), Schwab Managed Portfolios™ ("SMP"), Schwab Intelligent Portfolios Premium® ("SIP Premium"), and Managed Account Connection® ("Connection") investment advisory services sponsored by Schwab (together, the "Participating Services"); and (2) commissions and fees listed in the Charles Schwab Pricing Guide for Individual Investors or the Charles Schwab Bank Pricing Guide. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The Connection service includes only accounts managed by Charles Schwab Investment Management, Inc., an affiliate of Schwab. The guarantee does not cover Program Fees for accounts managed by investment advisors who are not affiliated with Schwab or managed by Schwab-affiliated advisors outside of the SWA, SMP, SIP Premium, and Connection services. The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time. 0525-XRWK More News From CHARLES SCHWAB & CO. INC.

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