Stock Taper
Charles Schwab offers comprehensive wealth management, brokerage, banking, and advisory services through two segments, serving retail and advisor clients globally with branches and digital platforms.

The company offers individual investors access to a broad range of investment products through its core brokerage platform, supporting over 36.5 million accounts and serving as the foundation for its wealth management and financial advisory services.
| Icon | PRODUCT | Q1-2025 | Q2-2025 | Q4-2025 | Q2-2026 |
|---|---|---|---|---|---|
![]() | Investor Services | $4.45B | $4.63B ▲ | $9.92B ▲ | $5.53B ▼ |
![]() | Advisor Services | $1.15B | $1.22B ▲ | $2.55B ▲ | $1.54B ▼ |
Overall rating: A
| PEER | PRICE | |
|---|---|---|
MS | $214.77 | COMPARE |
SLF | $78.76 | COMPARE |
MS-PP | $25.00 | COMPARE |
HIG | $138.55 | COMPARE |
ACGL | $98.84 | COMPARE |
RJF | $179.36 | COMPARE |
PUK | $27.65 | COMPARE |