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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, April 23, 2025--(BUSINESS WIRE)--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.
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:
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Friday, June 13 in Miami
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Saturday, June 28 in New York
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Saturday, September 20 in Dallas
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Saturday, October 4 in Chicago
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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."