기업 정보 불러오는 중
Keep exploring
The themes Schwab Charles is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Capital Markets
Graded A or B and worth $2B or more: A first, then the largest.
MSMorgan StanleyUS$295.6BA
GSThe Goldman Sachs Group, Inc.US$263.5BA
HOODRobinhood Markets, Inc.US$74.1BA+
TWTradeweb Markets Inc.US$27.8BA+
CRCLCircle Internet Group, Inc.US$16.4BA
Grade rose recently in Financials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
BLKBlackRock, Inc.2026년 11월 4일CAGraded C, now A
HSBCHsbc Holdings plc2026년 10월 27일CBGraded C, now B- GSThe Goldman Sachs Group, Inc.2026년 11월 2일BAGraded B, now A
WFCWells Fargo & Company2026년 10월 13일BAGraded B, now A
CMECME Group Inc.2026년 10월 21일BAGraded B, now A
어떻게 돈을 버는가
- Investor Services: brokerage, advice, banking, trust, and workplace services for individuals, employers, and their employees78%
- Advisor Services: custody, trading, banking, trust, and support for independent financial advisors and recordkeepers22%
매출 비중은 quarter ended March 31, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
Brokerage accounts and trading
Accounts for buying and selling stocks, bonds, mutual funds, exchange-traded funds, options, futures, and foreign currencies, with cash management features.
Managed investing and financial advice
Advice, financial planning, and portfolios managed by Schwab or outside investment managers, including portfolios built from mutual funds and exchange-traded funds.
Banking and lending
Checking and savings accounts, home loans, home-equity credit lines, and loans secured by clients’ investments.
3개 더 보기
Workplace retirement and stock plans
Retirement-plan recordkeeping and investment services for employers and workers, plus administration and participant support for employer stock plans.
Custody and tools for independent advisors
Account safekeeping, trading, account records, and software and support that help independent advisors manage their clients’ accounts.
Schwab Crypto
A service being rolled out to retail clients for direct bitcoin and ether trading. Schwab’s bank subsidiary keeps the digital assets and uses Paxos for sub-custody and trade execution.
누가 사는가4
- Individual investors who open brokerage or bank accounts directly and trade, invest on their own, or use Schwab’s financial advice.
- Employers that use Schwab for retirement plans, worker accounts, or administration of employee stock plans.
- Independent financial advisors who use Schwab to hold and service their clients’ accounts and access trading, banking, and business support.
- Independent retirement advisors and recordkeepers that use Schwab’s custody, trust, software, and plan services.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Interest income depends in part on client cash held at Schwab and on the amount and terms of loans to brokerage and bank clients.
- 2Bank deposit account fees depend on Schwab’s deposit agreement with TD Bank USA and TD Bank.
- 3Schwab Crypto currently relies on Paxos for digital-asset sub-custody and trade execution.
잘못될 수 있는 일
- 1If clients move cash out of Schwab’s accounts or choose different cash options, Schwab may have less cash to earn interest on and may receive lower bank deposit account fees.
- 2Changes in interest rates can change both what Schwab earns on loans and investments and what it pays on client cash and other funding, affecting its interest income.
- 3A security breach or technology or operational failure at Schwab or a service provider could disrupt account services, expose client information or assets, and lead to financial, legal, or reputational harm.
Schwab Charles Corp. 소개
Schwab lets individuals buy and sell investments, get financial advice, and use bank accounts and loans. It also provides retirement-plan services to employers and holds and services investment accounts for independent registered investment advisors (RIAs) and their clients. Schwab earns money from interest on loans and client cash, investment-related fees, trading, and fees for banking and account services.
- 본사
- Westlake, Texas
- 설립
- 1971
- 임직원 수
- approximately 33,000 full-time-equivalent employees (December 31, 2025, high)
- 상장 시장
- New York Stock Exchange
- 회계연도 종료
- December 31
Schwab Charles Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.