Stock Taper
Charles Schwab offers comprehensive wealth management, brokerage, banking, and advisory services through its Investor and Advisor segments, serving clients globally with a wide range of financial products and solutions.

A fee-free checking account linked to Schwab One® brokerage, offering unlimited ATM rebates worldwide and no minimums, serving as a gateway to Charles Schwab's investment ecosystem.
| Icon | PRODUCT | Q3-2025 | Q4-2025 | Q1-2026 | Q2-2026 |
|---|---|---|---|---|---|
![]() | Investor Services | $4.88B | $14.12B ▲ | $5.08B ▼ | $5.53B ▲ |
![]() | Advisor Services | $1.25B | $3.67B ▲ | $1.41B ▼ | $1.54B ▲ |
Overall rating: A
| PEER | PRICE | |
|---|---|---|
MS-PA | $18.88 | COMPARE |
MS-PE | $25.43 | COMPARE |
MS-PF | $25.27 | COMPARE |
MS-PP | $25.00 | COMPARE |
MS-PI | $24.54 | COMPARE |
MS-PK | $22.54 | COMPARE |
SCHW-PJ | $16.90 | COMPARE |