各项收入占比是对quarter ended March 31, 2026的估算，并非来自已提交报告的数字。
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.
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.
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.
基于 Schwab Charles Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
US$92.95+1.3%11月13日 收盘
数据截至2026年9月30日，来自2026年11月6日提交的10-Q
Schwab provides investing, banking, lending, and financial services to individual investors, employers, and independent advisors.
The themes Schwab Charles is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
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$16BARose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
BLKBlackRock, Inc.2026年11月4日CAGraded C, now A
HSBCHsbc Holdings plc2026年10月27日CBGraded C, now BGSThe Goldman Sachs Group, Inc.2026年11月2日BAGraded B, now A
WFCWells Fargo & Company2026年10月13日BAGraded B, now A
CMECME Group Inc.2026年10月21日BAGraded B, now AGrade A+
价格下方的色带显示每个日期的评级，仅依据当时已公开的文件计算。
显示 Schwab Charles Corp. 评级历史 41 个季度中的 2 个。 其余 39 个可回溯到 2016年11月。
