Company Announcements

Having reached all-time highs in attendance last year, Schwab is bringing additional in-person events to key markets, offering its unique mix of education, community and platform expertise

WESTLAKE, Texas--(BUSINESS WIRE)--Apr. 23, 2025-- Charles Schwab, a leader in investing and trading with $9.93 trillion in total client assets that facilitated approximately 7.4 million daily average trades in Q1 2025, today announced this year’s lineup of its signature in-person Schwab Coaching Trading Workshop and Market Drive trading education events. These trading-focused events offer Schwab clients and prospects the opportunity to learn firsthand about the markets from trading veterans, connect with fellow investors, and to gain a deeper understanding of Schwab’s suite of products and trading platforms, including the award-winning thinkorswim® platform suiteⁱ.

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Schwab Market Drive, Anaheim, Calif. 2024 (Graphic: Charles Schwab)

2024 was a strong year of growth and engagement for Schwab’s education event offerings as the firm hosted 19 in-person events across the country and experienced record attendance, with average attendance more than doubling year-over-year with over 8,300 clients participating in an in-person workshop or a Market Drive.

“The growth in attendance we’ve seen in our in-person Schwab Coaching events is a testament to the explosion of interest among retail investors in not only trading, but in all of the educational resources and professional insights Schwab offers,” said Lorraine Gavican Kerr, Managing Director, Trader Education, Schwab. “It’s not enough to simply offer trading platforms and products, even if they are the best on the market - we believe it’s also critical to also provide clients with a wide range of quality education, outstanding service, helpful resources, risk management tools, and professional insights and support. Schwab is a true leader in providing a holistic trading experience that incorporates all of these elements.”

In 2025, Schwab will host the following Market Drives:

• Friday, June 13 in Miami
• Saturday, June 28 in New York
• Saturday, September 20 in Dallas
• Saturday, October 4 in Chicago
• Saturday, November 22 in Anaheim, Calif.

Additionally, Schwab will host in-person Trading Workshops on both Technical Analysis & Options Strategies and, new for 2025, Advanced Options Strategies in cities across the country including Chicago, Detroit, Dallas, Denver, Orlando, Washington D.C. and more throughout the year.

“We’re excited to expand the lineup of Market Drives and Trading Workshops this year, and to bring in new elements to these programs that will add even more value for attendees,” said James Kostulias, Managing Director and Head of Trading Services at Charles Schwab. “The markets are always moving. Having a strong foundation in trading principles, a deep understanding of the tools available for today’s retail clients, and a strong community to connect with and bounce ideas off can make a world of difference in staying level-headed and on track to meet your financial goals.”

In addition to live events, Schwab offers investors an ever-expanding education library covering a broad range of topics for all. Investors, regardless of their goals and experience level, can get everything they need to become more confident and savvy participants in the markets. This includes, but is not limited to, thousands of articles and videos, expert market commentary, daily and monthly email newsletters, the quarterly print magazine “Onward,” six different learning paths and eight courses offered exclusively to clients, live and virtual events, podcasts, and the ability to practice everything learned on the paperMoney® simulated trading platform. Additionally, with the roll-out of the Schwab Trading Powered by Ameritrade™ experience in late 2023, Schwab introduced Schwab Coaching™, allowing participants to “watch over the shoulder” of seasoned trading professionals with over 35 hours of online coaching every week, available live or on-demand. All of the educational resources at Schwab are available at no cost.

“We want clients to have a one-stop-shop for all their learning needs so they can focus on achieving their goals,” Gavican Kerr said.

To learn more about live events with Schwab, including the full calendar of in-person workshops and Market Drives, please visit www.schwab.com/coaching/live-events.

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 aboutschwab.com. Follow us on X, Facebook, YouTube, and LinkedIn.

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ⁱ StockBrokers.com Annual Awards 2025 was given on January 28, 2025. The criteria, evaluation, and ranking were determined by StockBrokers.com. Companies were assessed in StockBrokers.com’s 7 Primary Categories: Range of Investments, Platforms & Tools, Research, Mobile Trading, Education, Ease of Use, and Overall.See 2025 Annual Awards page for more information.

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At the Company
Margaret Farrell
Director, Corporate Communications
(203) 434-2240
margaret.farrell@schwab.com

Source: The Charles Schwab Corporation