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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:

德克薩斯州西湖 --（商業新聞）-- 查爾斯·施瓦布公司今天發佈了其月度活動報告。2026 年 5 月的公司亮點包括：

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.

核心新增資產較 2025 年 5 月增長 43%，達到 499 億美元，創下 5 月的記錄。
截至 5 月底，總客户資產為 13.14 萬億美元，比 2025 年 5 月增長 27%，比 2026 年 4 月增長 4%。
本月新開設的經紀賬户總數為 461,000 個，比 2025 年 5 月增長 37%。
客户保證金貸款餘額較年末增長 38%，達到 1546 億美元，其中包括 374 億美元與多空策略相關。
日均交易量達到創紀錄的 1180 萬筆，主要受股票和交易所交易基金產品的強勁參與推動。

About Charles Schwab

關於查爾斯·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.

查爾斯·施瓦布公司（NYSE: SCHW）是領先的金融服務提供商，截至2026年5月31日，擁有 3950 萬個活躍經紀賬户、590 萬個工作場所計劃參與者賬户、230 萬個銀行賬户，以及 131.4 萬億美元的客户資產。通過其運營子公司，公司為個人投資者和獨立投資顧問提供全面的財富管理、證券經紀、銀行、資產管理、保管和財務顧問服務。其經紀交易子公司查爾斯·施瓦布公司（成員 SIPC，https://www.sipc.org）及其附屬公司提供全面的投資服務和產品，包括廣泛的共同基金選擇；財務規劃和投資建議；退休計劃和股權補償計劃服務；向獨立的收費投資顧問推薦；以及通過 Schwab Advisor Services™為獨立的收費投資顧問提供保管、運營和交易支持。其主要銀行子公司查爾斯·施瓦布銀行（SSB，成員 FDIC 和公平住房貸款人）提供銀行和貸款服務及產品。更多信息請訪問 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


嘉信理財公司 2026 年 5 月月度活動報告

	2025														2026								變動
	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
交易日數量	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
市場指數（月末）
道瓊斯工業平均指數®	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%
納斯達克綜合指數®	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%
標準普爾 500 指數®	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%
客户資產（以十億美元計）
開始客户資產	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
淨新資產 (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%
淨市場收益（損失）	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
月末總客户資產	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%
核心淨新資產（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%
月末接受持續顧問服務的客户
投資者服務	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%
顧問服務	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%
客户賬户（月末，以千計）
活躍經紀賬户	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%
銀行賬户	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%
工作場所計劃參與者賬户 (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%
客户活動
新經紀賬户（以千計）	336			323		377			382		384			429		365			474		476			395		428		437		461		5%	37%
客户日均交易（DATs）（以千計）	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%
衍生品交易佔總交易的百分比	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
月末保證金餘額（以十億美元計）(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%
嘉信交易活動指數™（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%
選定餘額（以十億美元計）
平均收益資產 (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%
交易性現金（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%
月末貨幣市場基金總額	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%
客户現金佔客户資產的百分比 (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
淨買入（賣出）活動（以十億美元計）(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)		除非另有説明，淨新增資產與核心淨新增資產之間的差異是來自非平台的施瓦布銀行零售 CD 的淨流入。
(2)		在重大一次性流入或流出（如收購/剝離或與特定客户相關的異常流動（通常超過 250 億美元））之前的淨新增資產，以及來自非平台施瓦布銀行零售 CD 的活動。這些流動可能跨越多個報告期。
(3)		包括退休計劃服務、股票計劃服務、指定經紀服務和退休業務服務中的賬户。參與者可能在多個工作場所業務中註冊服務。
(4)		餘額包括與某些多空策略相關的保證金貸款和短期信用，公司從中獲得固定的淨收益。2026 年 5 月，保證金貸款總額為 374 億美元，短期信用總額為 389 億美元。
(5)		有關 STAX 的更多信息，請訪問：https://www.schwab.com/investment-research/stax/view-schwab-trading-activity-index。
(6)		代表公司資產負債表上的平均總收益資產。從 2025 年 12 月開始，客户保證金貸款和與某些客户多空策略相關的短期信用的平均餘額被排除在平均收益資產之外。之前的期間金額已相應調整。
(7)		交易性清掃現金包括銀行清掃存款、經紀商現金餘額、資產負債表上持有的其他客户現金（如銀行支票和儲蓄存款、與某些客户多空策略相關的短期信用以及經紀商非利息-bearing 信用）和銀行存款賬户餘額；不包括專有和第三方 CD。
(8)		Schwab One®、某些現金等價物、銀行存款、第三方銀行存款賬户和貨幣市場基金餘額佔總客户資產的百分比；客户現金不包括由查爾斯·施瓦布銀行發行的經紀 CD。
(9)		代表施瓦布處理的客户共同基金和 ETF 交易的本金價值，包括專有基金的交易。包括僅對投資經理可用的機構基金。不包括貨幣市場基金交易。
		N/M - 無意義。百分比變化超過 200% 被視為無意義。

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:

媒體：

Mayura Hooper

Charles Schwab

查爾斯·施瓦布

Phone: 415-667-1525

電話：415-667-1525

INVESTORS/ANALYSTS:

投資者/分析師：

Jeff Edwards

Charles Schwab

查爾斯·施瓦布

Phone: 817-854-6177

電話：817-854-6177

Source: The Charles Schwab Corporation

來源：查爾斯·施瓦布公司

嘉信理財公佈月度活動亮點 | SCHW 股票新聞