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Charles Schwab Goes On The AI Offensive

Seeking Alpha · Tue, 15 Sep 2026 12:40:19 -0400

Charles Schwab remains a 'Buy' with 30% upside, driven by robust earnings, strong organic growth, and a favorable macro environment. SCHW's integration of Anthropic's Claude AI for advisors enhances efficiency, supporting margin expansion and reinforcing its cost leadership. Recent results highlight 22% asset growth to $13.1 trillion, record new asset inflows, and expanding margins, as higher markets and trading activity boost performance.

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors

Business Wire · Mon, 14 Sep 2026 12:15:00 -0400

WESTLAKE, Texas & HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)--Schwab Advisor Services, Charles Schwab's business supporting the growth and success of independent registered investment advisors (RIAs), today announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic's new offering, directly to the 16,000-plus independent RIAs Schwab serves. Claude for Financial Advisors is designed to support the work that advisors complete throughout a day — from prepping for a clie.

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