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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 theme it is part of
Highest-graded in Capital Markets
Graded A or B and worth $2B or more: A first, then the largest.
MSMorgan StanleyUS$ 298BA
GSThe Goldman Sachs Group, Inc.US$ 264,2BA
HOODRobinhood Markets, Inc.US$ 70,9BA+
TWTradeweb Markets Inc.US$ 28BA+
CRCLCircle Internet Group, Inc.US$ 16BA
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.4 de nov. de 2026CAGraded C, now A
HSBCHsbc Holdings plc27 de out. de 2026CBGraded C, now B- GSThe Goldman Sachs Group, Inc.2 de nov. de 2026BAGraded B, now A
WFCWells Fargo & Company13 de out. de 2026BAGraded B, now A
CMECME Group Inc.21 de out. de 2026BAGraded B, now A
Como ganha dinheiro
- 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%
As participações na receita são estimativas para quarter ended March 31, 2026, não números de um relatório oficial.
Concorre com
O que vende6
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.
Mostrar mais 3
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.
Quem compra4
- 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.
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 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.
O que pode dar errado
- 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.
Demonstrações financeiras completas →
Sobre a Schwab Charles Corp.
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.
- Sede
- Westlake, Texas
- Fundada em
- 1971
- Funcionários
- approximately 33,000 full-time-equivalent employees (December 31, 2025, high)
- Listada em
- New York Stock Exchange
- Fim do exercício
- December 31
Construído a partir dos próprios documentos de Schwab Charles Corp. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.