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WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of May 2026 include:

德克萨斯州西湖 --（商业新闻）-- 查尔斯·施瓦布公司今天发布了其月度活动报告。2026 年 5 月的公司亮点包括：

Core net new assets brought to the company increased 43% versus May 2025 to reach $49.9 billion – a record for the month of May.
Total client assets equaled $13.14 trillion as of month-end May, up 27% from May 2025 and up 4% compared to April 2026.
New brokerage accounts opened during the month totaled 461,000, an increase of 37% versus May 2025.
Client margin loan balances were up 38% from year-end to $154.6 billion including $37.4 billion related to long/short strategies.
Daily average trades reached a record 11.8 million, driven primarily by robust engagement in equities and exchange traded fund products.

核心新增资产较 2025 年 5 月增长 43%，达到 499 亿美元，创下 5 月的记录。
截至 5 月底，总客户资产为 13.14 万亿美元，比 2025 年 5 月增长 27%，比 2026 年 4 月增长 4%。
本月新开设的经纪账户总数为 461,000 个，比 2025 年 5 月增长 37%。
客户保证金贷款余额较年末增长 38%，达到 1546 亿美元，其中包括 374 亿美元与多空策略相关。
日均交易量达到创纪录的 1180 万笔，主要受股票和交易所交易基金产品的强劲参与推动。

About Charles Schwab

关于查尔斯·施瓦布

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 39.5 million active brokerage accounts, 5.9 million workplace plan participant accounts, 2.3 million banking accounts, and $13.14 trillion in client assets as of May 31, 2026. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, https://www.sipc.org), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services™. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at https://www.aboutschwab.com.

查尔斯·施瓦布公司（NYSE: SCHW）是领先的金融服务提供商，截至2026年5月31日，拥有 3950 万个活跃经纪账户、590 万个工作场所计划参与者账户、230 万个银行账户，以及 131.4 万亿美元的客户资产。通过其运营子公司，公司为个人投资者和独立投资顾问提供全面的财富管理、证券经纪、银行、资产管理、保管和财务顾问服务。其经纪交易子公司查尔斯·施瓦布公司（成员 SIPC，https://www.sipc.org）及其附属公司提供全面的投资服务和产品，包括广泛的共同基金选择；财务规划和投资建议；退休计划和股权补偿计划服务；向独立的收费投资顾问推荐；以及通过 Schwab Advisor Services™为独立的收费投资顾问提供保管、运营和交易支持。其主要银行子公司查尔斯·施瓦布银行（SSB，成员 FDIC 和公平住房贷款人）提供银行和贷款服务及产品。更多信息请访问 https://www.aboutschwab.com。


The Charles Schwab Corporation Monthly Activity Report For May 2026

	2025														2026								Change
	May		Jun		Jul	Aug		Sep		Oct	Nov		Dec		Jan	Feb		Mar		Apr	May		Mo.	Yr.
Number of Trading Days	21.0			20.0		21.5			21.0		21.0			23.0		18.5			21.5		20.0			19.0		22.0		21.0		20.0
Market Indices(at month end)
Dow Jones Industrial Average®	42,270			44,095		44,131			45,545		46,398			47,563		47,716			48,063		48,892			48,978		46,342		49,652		51,032		3%	21%
Nasdaq Composite®	19,114			20,370		21,122			21,456		22,660			23,725		23,366			23,242		23,462			22,668		21,591		24,892		26,973		8%	41%
Standard & Poor’s® 500	5,912			6,205		6,339			6,460		6,688			6,840		6,849			6,846		6,939			6,879		6,529		7,209		7,580		5%	28%
Client Assets(in billions of dollars)
Beginning Client Assets	9,892.2			10,349.0		10,757.3			10,963.5		11,228.1			11,593.9		11,828.0			11,834.3		11,903.0			12,148.5		12,220.3		11,767.9		12,605.3
Net New Assets (1)	33.6			38.9		45.7			43.3		45.4			41.6		38.7			77.9		27.6			32.5		79.8		6.7		49.9		N/M	49%
Net Market Gains (Losses)	423.2			369.4		160.5			221.3		320.4			192.5		(32.4	)		(9.2	)	217.9			39.3		(532.2	)	830.7		480.1
Total Client Assets (at month end)	10,349.0			10,757.3		10,963.5			11,228.1		11,593.9			11,828.0		11,834.3			11,903.0		12,148.5			12,220.3		11,767.9		12,605.3		13,135.3		4%	27%
Core Net New Assets(1,2)	35.0			42.6		46.9			44.4		46.2			44.4		40.4			79.1		27.8			32.5		79.7		7.2		49.9		N/M	43%
Receiving Ongoing Advisory Services (at month end)
Investor Services	711.2			737.6		747.9			771.1		792.5			807.6		817.9			824.8		849.5			866.8		841.3		895.0		925.8		3%	30%
Advisor Services	4,525.6			4,687.4		4,765.1			4,888.2		5,016.7			5,106.1		5,155.9			5,195.5		5,311.7			5,394.3		5,201.5		5,525.7		5,716.0		3%	26%
Client Accounts(at month end, in thousands)
Active Brokerage Accounts	37,375			37,476		37,658			37,798		37,963			38,145		38,266			38,506		38,730			38,925		39,099		39,300		39,536		1%	6%
Banking Accounts	2,077			2,096		2,116			2,137		2,150			2,172		2,189			2,214		2,239			2,258		2,281		2,305		2,329		1%	12%
Workplace Plan Participant Accounts (3)	5,563			5,586		5,619			5,606		5,619			5,696		5,730			5,740		5,793			5,829		5,844		5,864		5,886		-	6%
Client Activity
New Brokerage Accounts (in thousands)	336			323		377			382		384			429		365			474		476			395		428		437		461		5%	37%
Client Daily Average Trades (DATs) (in thousands)	7,184			7,147		7,252			7,182		7,832			8,617		8,459			7,746		9,512			9,922		10,232		10,328		11,813		14%	64%
Derivative Trades as a Percentage of Total Trades	21.0	%		20.8	%	21.3	%		22.5	%	22.3	%		23.8	%	21.7	%		21.4	%	20.1	%		20.1	%	20.4	%	21.4	%	19.8	%	(160) bp	(120) bp
Margin Balances at month end (in billions of dollars) (4)	81.3			83.4		88.3			92.4		97.2			105.6		110.1			112.3		116.3			120.6		126.7		136.0		154.6		14%	90%
Schwab Trading Activity Index™(STAX) (5)	39.7			40.7		41.8			43.7		46.1			48.1		48.8			48.5		50.0			57.3		56.0		50.1		55.1		10%	39%
Selected Balances (in billions of dollars)
Average Interest-Earning Assets (6)	418.7			416.5		416.7			414.4		419.8			428.3		429.1			436.0		441.7			434.2		436.8		444.6		442.0		(1%)	6%
Transactional Sweep Cash (4,7) (at month end)	398.1			412.1		407.5			406.7		425.6			428.8		427.5			453.7		433.3			436.1		461.5		467.6		472.4		1%	19%
Total Money Market Funds (at month end)	645.8			653.9		658.6			665.2		667.0			675.5		685.9			694.5		693.4			696.2		702.2		688.1		694.6		1%	8%
Client Cash as a Percentage of Client Assets (8)	10.1	%		9.9	%	9.7	%		9.5	%	9.4	%		9.3	%	9.4	%		9.7	%	9.3	%		9.3	%	9.9	%	9.2	%	8.9	%	(30) bp	(120) bp
Net Buy (Sell) Activity (in billions of dollars) (9)
Mutual Funds	(3.2	)		(5.4	)	(3.4	)		(2.2	)	(4.8	)		(6.3	)	(7.3	)		(3.6	)	(0.9	)		(2.4	)	(8.5	)	(5.7	)	(7.4	)
Exchange-Traded Funds (ETFs)	21.9			19.4		25.8			23.0		25.6			28.1		24.9			39.8		34.8			37.4		25.3		27.4		34.2


嘉信理财公司 2026 年 5 月月度活动报告

	2025														2026								变动
	5 月		6 月		7 月	8 月		9 月		10 月	11 月		12 月		1 月	2 月		3 月		4 月	5 月		月	年
交易日数量	21.0			20.0		21.5			21.0		21.0			23.0		18.5			21.5		20.0			19.0		22.0		21.0		20.0
市场指数（月末）
道琼斯工业平均指数®	42,270			44,095		44,131			45,545		46,398			47,563		47,716			48,063		48,892			48,978		46,342		49,652		51,032		3%	21%
纳斯达克综合指数®	19,114			20,370		21,122			21,456		22,660			23,725		23,366			23,242		23,462			22,668		21,591		24,892		26,973		8%	41%
标准普尔 500 指数®	5,912			6,205		6,339			6,460		6,688			6,840		6,849			6,846		6,939			6,879		6,529		7,209		7,580		5%	28%
客户资产（以十亿美元计）
开始客户资产	9,892.2			10,349.0		10,757.3			10,963.5		11,228.1			11,593.9		11,828.0			11,834.3		11,903.0			12,148.5		12,220.3		11,767.9		12,605.3
净新资产 (1)	33.6			38.9		45.7			43.3		45.4			41.6		38.7			77.9		27.6			32.5		79.8		6.7		49.9		N/M	49%
净市场收益（损失）	423.2			369.4		160.5			221.3		320.4			192.5		(32.4	)		(9.2	)	217.9			39.3		(532.2	)	830.7		480.1
月末总客户资产	10,349.0			10,757.3		10,963.5			11,228.1		11,593.9			11,828.0		11,834.3			11,903.0		12,148.5			12,220.3		11,767.9		12,605.3		13,135.3		4%	27%
核心净新资产（1,2）	35.0			42.6		46.9			44.4		46.2			44.4		40.4			79.1		27.8			32.5		79.7		7.2		49.9		N/M	43%
月末接受持续顾问服务的客户
投资者服务	711.2			737.6		747.9			771.1		792.5			807.6		817.9			824.8		849.5			866.8		841.3		895.0		925.8		3%	30%
顾问服务	4,525.6			4,687.4		4,765.1			4,888.2		5,016.7			5,106.1		5,155.9			5,195.5		5,311.7			5,394.3		5,201.5		5,525.7		5,716.0		3%	26%
客户账户（月末，以千计）
活跃经纪账户	37,375			37,476		37,658			37,798		37,963			38,145		38,266			38,506		38,730			38,925		39,099		39,300		39,536		1%	6%
银行账户	2,077			2,096		2,116			2,137		2,150			2,172		2,189			2,214		2,239			2,258		2,281		2,305		2,329		1%	12%
工作场所计划参与者账户 (3)	5,563			5,586		5,619			5,606		5,619			5,696		5,730			5,740		5,793			5,829		5,844		5,864		5,886		-	6%
客户活动
新经纪账户（以千计）	336			323		377			382		384			429		365			474		476			395		428		437		461		5%	37%
客户日均交易（DATs）（以千计）	7,184			7,147		7,252			7,182		7,832			8,617		8,459			7,746		9,512			9,922		10,232		10,328		11,813		14%	64%
衍生品交易占总交易的百分比	21.0	%		20.8	%	21.3	%		22.5	%	22.3	%		23.8	%	21.7	%		21.4	%	20.1	%		20.1	%	20.4	%	21.4	%	19.8	%	(160) bp	(120) bp
月末保证金余额（以十亿美元计）(4)	81.3			83.4		88.3			92.4		97.2			105.6		110.1			112.3		116.3			120.6		126.7		136.0		154.6		14%	90%
嘉信交易活动指数™（STAX）(5)	39.7			40.7		41.8			43.7		46.1			48.1		48.8			48.5		50.0			57.3		56.0		50.1		55.1		10%	39%
选定余额（以十亿美元计）
平均收益资产 (6)	418.7			416.5		416.7			414.4		419.8			428.3		429.1			436.0		441.7			434.2		436.8		444.6		442.0		(1%)	6%
交易性现金（4,7）（月末）	398.1			412.1		407.5			406.7		425.6			428.8		427.5			453.7		433.3			436.1		461.5		467.6		472.4		1%	19%
月末货币市场基金总额	645.8			653.9		658.6			665.2		667.0			675.5		685.9			694.5		693.4			696.2		702.2		688.1		694.6		1%	8%
客户现金占客户资产的百分比 (8)	10.1	%		9.9	%	9.7	%		9.5	%	9.4	%		9.3	%	9.4	%		9.7	%	9.3	%		9.3	%	9.9	%	9.2	%	8.9	%	(30) bp	(120) bp
净买入（卖出）活动（以十亿美元计）(9)
共同基金	(3.2	)		(5.4	)	(3.4	)		(2.2	)	(4.8	)		(6.3	)	(7.3	)		(3.6	)	(0.9	)		(2.4	)	(8.5	)	(5.7	)	(7.4	)
交易所交易基金（ETFs）	21.9			19.4		25.8			23.0		25.6			28.1		24.9			39.8		34.8			37.4		25.3		27.4		34.2


(1)		Unless otherwise noted, differences between net new assets and core net new assets are net flows from off-platform Schwab Bank Retail CDs.
(2)		Net new assets before significant one-time inflows or outflows, such as acquisitions/divestitures or extraordinary flows (generally greater than $25 billion) relating to a specific client, and activity from off-platform Schwab Bank Retail CDs. These flows may span multiple reporting periods.
(3)		Includes accounts in Retirement Plan Services, Stock Plan Services, Designated Brokerage Services, and Retirement Business Services. Participants may be enrolled in services in more than one Workplace business.
(4)		Balances include margin loans and short credits related to certain long/short strategies from which the Company earns a fixed net yield. For the month of May 2026, margin loans totaled $37.4 billion and short credits totaled $38.9 billion.
(5)		For additional information regarding STAX, please visit: https://www.schwab.com/investment-research/stax/view-schwab-trading-activity-index.
(6)		Represents average total interest-earning assets on the Company's balance sheet. Beginning in December 2025, average balances of client margin loans and short credits related to certain client long/short strategies from which the Company earns a fixed net yield are excluded from average interest-earning assets. Prior period amounts have been adjusted accordingly.
(7)		Transactional sweep cash includes bank sweep deposits, and broker-dealer cash balances, other client cash held on the balance sheet (such as bank checking and savings deposits, short credits related to certain client long/short strategies, and broker-dealer non-interest-bearing credits), and bank deposit account balances; excludes proprietary and third-party CDs.
(8)		Schwab One®, certain cash equivalents, bank deposits, third-party bank deposit accounts, and money market fund balances as a percentage of total client assets; client cash excludes brokered CDs issued by Charles Schwab Bank.
(9)		Represents the principal value of client mutual fund and ETF transactions handled by Schwab, including transactions in proprietary funds. Includes institutional funds available only to investment managers. Excludes money market fund transactions.
		N/M - Not meaningful. Percentage changes greater than 200% are presented as not meaningful.


(1)		除非另有说明，净新增资产与核心净新增资产之间的差异是来自非平台的施瓦布银行零售 CD 的净流入。
(2)		在重大一次性流入或流出（如收购/剥离或与特定客户相关的异常流动（通常超过 250 亿美元））之前的净新增资产，以及来自非平台施瓦布银行零售 CD 的活动。这些流动可能跨越多个报告期。
(3)		包括退休计划服务、股票计划服务、指定经纪服务和退休业务服务中的账户。参与者可能在多个工作场所业务中注册服务。
(4)		余额包括与某些多空策略相关的保证金贷款和短期信用，公司从中获得固定的净收益。2026 年 5 月，保证金贷款总额为 374 亿美元，短期信用总额为 389 亿美元。
(5)		有关 STAX 的更多信息，请访问：https://www.schwab.com/investment-research/stax/view-schwab-trading-activity-index。
(6)		代表公司资产负债表上的平均总收益资产。从 2025 年 12 月开始，客户保证金贷款和与某些客户多空策略相关的短期信用的平均余额被排除在平均收益资产之外。之前的期间金额已相应调整。
(7)		交易性清扫现金包括银行清扫存款、经纪商现金余额、资产负债表上持有的其他客户现金（如银行支票和储蓄存款、与某些客户多空策略相关的短期信用以及经纪商非利息-bearing 信用）和银行存款账户余额；不包括专有和第三方 CD。
(8)		Schwab One®、某些现金等价物、银行存款、第三方银行存款账户和货币市场基金余额占总客户资产的百分比；客户现金不包括由查尔斯·施瓦布银行发行的经纪 CD。
(9)		代表施瓦布处理的客户共同基金和 ETF 交易的本金价值，包括专有基金的交易。包括仅对投资经理可用的机构基金。不包括货币市场基金交易。
		N/M - 无意义。百分比变化超过 200% 被视为无意义。

View source version on businesswire.com: https://www.businesswire.com/news/home/20260612897792/en/

在 businesswire.com 查看源版本：https://www.businesswire.com/news/home/20260612897792/en/

MEDIA:

媒体：

Mayura Hooper

Charles Schwab

查尔斯·施瓦布

Phone: 415-667-1525

电话：415-667-1525

INVESTORS/ANALYSTS:

投资者/分析师：

Jeff Edwards

Charles Schwab

查尔斯·施瓦布

Phone: 817-854-6177

电话：817-854-6177

Source: The Charles Schwab Corporation

来源：查尔斯·施瓦布公司

嘉信理财公布月度活动亮点 | SCHW 股票新闻