Charles Schwab
Charles Schwab is an investment services firm that seeks to disrupt the traditional Wall Street approach to investing on behalf of its clients. They offer a full range of brokerage, banking, and financial advisory services through their subsidiaries, including Charles Schwab & Co., Inc. (member SIPC) and Charles Schwab Bank (member FDIC). Charles Schwab is committed to providing services designed for U.S. residents.
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Wealth management AI platform Nevis announced closing its €62 million Series B funding round, led by EQT Ventures.
According to EU-Startups, wealth management AI platform Nevis announced on October 26, 2026, the completion of a €62 million (approximately $70 million) Series B funding round led by EQT Ventures, with Charles Schwab and QuantumLight participating as new strategic investors. Existing investors including Sequoia Capital, ICONIQ, and Ribbit Capital also provided additional funding. Founded in 2024 and headquartered in London and New York, Nevis has reached a cumulative funding total of €98 million (approximately $110 million) following this round. The company stated that assets under management for its clients exceed €625 billion (approximately $700 billion), and its AI agents have completed over 100,000 operational tasks.
Charles Schwab opens Bitcoin and Ethereum trading to US retail investors, gradually supporting external wallet transfers
Odaily reports: Bitcoin News posted on X that Charles Schwab has opened Bitcoin and Ethereum trading to all eligible US retail clients through its existing investment platform, charging a 0.75% fee per trade with a minimum of $1 and a maximum single-trade limit of $2 million. The company is rolling out digital asset transfers between Schwab accounts and external wallets in phases, requiring users to pre-register withdrawal addresses and complete security checks. Paxos Trust Company provides custody, trade execution, and settlement infrastructure, and the related digital assets are not covered by SIPC or FDIC insurance.
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Financial platforms such as Bank of America, JPMorgan Chase, and Charles Schwab block AI agents like Muse.
According to IT Home, Charles Schwab CEO Rick Wurster stated that the company intercepts multiple AI agents weekly and regularly receives related reports. Charles Schwab has not fully blocked external AI agents; external models can still query account balances and research materials via a dedicated MCP server, but cannot execute operations such as fund transfers. Wurster noted that the main reason is that liability attribution for third-party agents remains unclear.
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External wallet transfers to roll out in phases: Charles Schwab supports eligible clients transferring Bitcoin and Ethereum in and out
Odaily reports: U.S. brokerage Charles Schwab is rolling out Bitcoin and Ethereum external wallet transfers to eligible clients in phases, supporting transfers of the relevant assets into and out of external wallets, expanding its service scope beyond merely providing market exposure within investment accounts. Charles Schwab stated that Bitcoin and Ethereum held through its services will not receive FDIC insurance, and the relevant crypto assets are not insured traditional bank deposits. The service will be launched gradually, and the company has discussed expanding supported assets beyond Bitcoin and Ethereum.
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Charles Schwab Announces All Clients Can Directly Purchase Bitcoin, Covering Over 40 Million US Customers
According to The Bitcoin Historian (@pete_rizzo_), US brokerage Charles Schwab, which manages approximately $13 trillion in assets, announced that all of its clients can now directly purchase Bitcoin (BTC) within their accounts, a move expected to impact over 40 million U.S. users.
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Charles Schwab, which manages $13.33 trillion in client assets, has launched retail trading for Bitcoin and Ethereum
Odaily News - Financial services company Charles Schwab has completed the rollout of direct Bitcoin and Ethereum trading for eligible retail clients. The company manages approximately $13.33 trillion in client assets and has 40.3 million active brokerage accounts.Charles Schwab CEO Rick Wurster stated that the company is gradually rolling out cryptocurrency deposit and withdrawal functionality, and plans to add trading for Solana, Avalanche, and Chainlink by the end of 2026. Currently, transfers support the Bitcoin network and the Ethereum network, and withdrawal addresses must be pre-registered.Schwab Crypto charges a 0.75% trading fee, with a minimum transaction amount of $1 and a maximum of $2 million. Rick Wurster stated that cryptocurrency trading will become one of the new transaction-based revenue streams; the platform is currently not available in New York State, Louisiana, U.S. territories, or international markets. (Bitcoin.com News)
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Claude has been integrated with Charles Schwab, BlackRock, Addepar, and Orion
Odaily News: Anthropic has launched a Claude product for financial advisors. Claude has now been integrated with Charles Schwab, BlackRock (BLK.N), Addepar, and Orion.
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Crypto companies urge SEC to expedite ETF review, Grayscale demands 45-day response commitment
According to The Block, multiple crypto companies are actively lobbying the U.S. Securities and Exchange Commission (SEC) to expedite the ETF review process and allow the submission of confidential draft filings. Among them, Grayscale has explicitly requested that SEC staff commit to responding within 45 days. However, Jane Street and Charles Schwab have expressed reservations regarding this, voicing concerns about rushing the listing process and the confidential filing mechanism.
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SEC to Determine Confidentiality and Review Speed of Crypto ETF Filings, Grayscale, A16z and Others Split with Jane Street, Charles Schwab
Odaily News The U.S. Securities and Exchange Commission (SEC) has published responses to its request for comments on "Novel ETFs," funds that may hold crypto assets or employ unconventional strategies. The divergence in opinions centers on whether filing documents should remain public before the fund begins trading, and how fast the review process should be.Crypto asset manager Grayscale and the crypto policy organization Crypto Council for Innovation (CCI) support an optional confidential filing period to reduce the likelihood of competitors submitting imitation filings. Charles Schwab opposes full confidentiality and suggests disclosing filings at least 75 days before a fund launches.Grayscale requests the SEC to respond within 45 days, while CCI argues that the confidential process should not extend the automatic effectiveness or review deadlines. Venture capital firm Andreessen Horowitz (A16z) supports shortening the review timeline but emphasizes that the rigor of the review should not be reduced. Trading firm Jane Street, however, contends that accelerating the process could lead to lower product quality, competitiveness, and liquidity.The U.S. currently has 174 ETFs related to crypto assets. BlackRock's iShares Bitcoin Trust ETF (IBIT) manages approximately $61 billion in assets, accounting for roughly 38% of the total assets of related ETFs. The SEC will determine whether adjustments will be made to the confidentiality arrangement and review speed of filings. (Bitcoin.com News)
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U.S. SEC Announces Agenda for September 17 "24-Hour Trading" Roundtable Featuring Robinhood, NYSE, BlackRock, and Others
The U.S. Securities and Exchange Commission (SEC) announced that it will hold a "24-Hour Trading Readiness" roundtable at its headquarters in Washington, D.C., on September 17 from 10:00 AM to 4:00 PM ET. The event will be open to the public and live-streamed on the SEC website, with advance registration required for in-person attendance. Participating institutions include Robinhood, the New York Stock Exchange, BlackRock, Virtu Financial, the Chicago Board Options Exchange, BNY Pershing, UBS, FINRA, Jane Street, State Street, Samsung, Charles Schwab, Nasdaq, Interactive Brokers, DTCC, OTC Markets Group, BNP Paribas, 24X, Invesco, Citadel Securities, DriveWealth, Blue Ocean, and Citigroup, among others.
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Gate has completed dividend distribution for 99 US stocks including Starbucks (SBUX), Citigroup (C), and others
Odaily News, According to the official announcement, Gate has completed cash dividend distribution for 99 US stock targets including Starbucks (SBUX), Citigroup (C), Novo Nordisk (NVO), Charles Schwab (SCHW), Eaton (ETN), and others, with distributions issued in equivalent USDT amounts proportionally to eligible user accounts. No action is required from users. This dividend distribution covers US stock targets with corporate dividend dates falling between August 24 and August 28, 2026, spanning multiple industry sectors including technology and semiconductors, financial services, energy, consumer goods, healthcare, industrial manufacturing, real estate REITs, utilities, materials manufacturing, media and entertainment, telecommunications, and strategy ETFs. Taking Starbucks (SBUX) as an example, the current dividend is $0.62 per share, with the actual credited amount calculated as position size × dividend per share × 90%. Users can view dividend details by navigating to the APP [TradFi] - [Stocks] - [Trading] - [History] - [Fund Flow] or on the Web [Stocks] - [Fund Flow]. The final credited amount and time are subject to actual settlement.
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Charles Schwab Plans to Add Solana, Avalanche, and Chainlink Trading in the Coming Months
Odaily News Financial services company Charles Schwab has announced plans to add Solana, Avalanche, and Chainlink to its cryptocurrency trading platform in the coming months, though a specific launch date has not yet been announced. The platform began offering direct Bitcoin and Ethereum trading to select eligible retail clients in May 2026.Clients can buy and sell these cryptocurrencies through the company's website, mobile app, and the thinkorswim trading platform, with a fee of 0.75% per transaction, equivalent to $7.50 for a $1,000 trade. Previously, clients primarily gained exposure to cryptocurrencies through exchange-traded products and shares of companies such as Coinbase and Strategy.Joe Vietri, Head of Digital Assets at Charles Schwab, stated that this expansion will increase options for clients to allocate digital assets. CEO Rick Wurster indicated in 2025 that the company is exploring the launch of a U.S. dollar-pegged stablecoin, though no related product has been announced to date. (Decrypt)
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Charles Schwab Plans to Add SOL, AVAX, and LINK Assets to Its Platform
Charles Schwab announced plans to add Solana (SOL), Avalanche (AVAX), and Chainlink (LINK) products, further expanding its cryptocurrency portfolio.
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Charles Schwab Expands Crypto Trading Range, Plans to Add SOL, AVAX, and LINK Trading
Charles Schwab has announced plans to add trading services for Solana (SOL), Avalanche (AVAX), and Chainlink (LINK) to its Schwab Crypto platform over the next few months.
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Analysis: The Era of "Bitcoin vs. Banks" Is Ending, Trillion-Dollar Financial Institutions Accelerate Crypto Adoption
Odaily News: As Wall Street and global financial institutions accelerate their entry into the digital asset space, the boundaries between traditional finance (TradFi) and decentralized finance (DeFi) are gradually blurring. Bitwise CEO Hunter Horsley stated that the era of "going long Bitcoin and short bankers" is over, and financial institutions are pivoting to the other side of the crypto industry, driving digital asset adoption.Hunter Horsley noted that this summer, two financial institutions, each managing over $1 trillion in assets, approved the launch of crypto products in a bear market environment, showing that large institutions are expanding client access to digital assets. "Everyone put on the crypto jersey this year. Now, everyone is working for the crypto industry," Horsley said. He pointed out that these institutions, managing over a trillion dollars in client assets, would not have opened such services during the 2022 crypto market downturn, but are now actively embracing this sector.Fabian Dori, Chief Investment Officer at Sygnum, also believes the relationship between banks and the crypto industry has undergone a structural shift. "The trade of 'going long Bitcoin and short bankers' is over. Banks have moved from resisting digital assets to building, supporting, and distributing them through custody, tokenization, and compliant trading," a change driven primarily by growing client demand and gradually clarifying regulatory rules, rather than short-term market cycles.Nathan McCauley, CEO of Anchorage Digital, said that over the past two years, its client base has increasingly reflected the convergence of traditional and crypto finance. Large financial institutions typically choose to partner with specialized crypto infrastructure companies rather than building their own technology systems.In recent years, a growing number of financial institutions have entered the crypto space, including Swissquote, DBS Bank, BBVA, BNY Mellon, Credit Suisse-affiliated entities, as well as Morgan Stanley and Charles Schwab. (CoinDesk)
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Charles Schwab Launches Bitcoin and Ethereum Spot Trading for Retail Clients, with Client Assets Reaching $13.1 Trillion
Odaily News: U.S. financial services firm Charles Schwab began rolling out Bitcoin and Ethereum spot trading to retail clients in batches on May 13, 2026, with a transaction fee rate of 75 basis points per trade. The company disclosed client assets of $13.1 trillion and 39.8 million brokerage accounts, with Paxos handling execution and sub-custody. During the July earnings call, Charles Schwab stated that related business progress is on track, launched a crypto asset transfer pilot, and has taken an equity stake in Paxos. Initially, only Bitcoin and Ethereum are supported, with no deposits or withdrawals available, and no SIPC protection, except in New York State and Louisiana. Charles Schwab clients already hold approximately $25 billion in crypto ETPs. Morgan Stanley's E*Trade launched Bitcoin, Ethereum, and Solana trading on July 16 via Zerohash, with a fee rate of 50 basis points; Fidelity's fee rate is 1%, while Coinbase's implied fee rate for consumer trades is approximately 1.75%. (Forbes Digital Assets)
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Plume Announces Joining DTCC Digital Asset Solutions Industry Working Group
Plume announced it has joined the DTCC (The Depository Trust & Clearing Corporation) Digital Assets Solutions Industry Working Group, participating alongside institutions such as Charles Schwab, Nasdaq, and Alpaca to provide industry feedback for the DTCC Tokenization Service and drive digital asset adoption. DTCC provides securities custody and asset services for global financial markets, covering assets exceeding $114 trillion.
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Coinbase CEO Urges US Senate to Advance CLARITY Act Vote
: Coinbase CEO Brian Armstrong posted on X platform on July 27, urging the U.S. Senate to advance the vote on the CLARITY Act, stating that the bill was formed through years of bipartisan negotiations. Armstrong stated that the CLARITY Act would strengthen law enforcement powers, introduce new consumer protections, and provide a federal regulatory framework for the digital asset industry. He noted that there are currently no federal laws in the U.S. that protect consumers or support the development of the industry within the country. On July 22, U.S. Senate Republicans released an updated version of the CLARITY Act text, covering disclosure standards, registration requirements, anti-fraud provisions, and expanded anti-money laundering obligations for digital asset market participants. BlackRock, Fidelity Investments, Charles Schwab, and Goldman Sachs CEO David Solomon have expressed support for the bill.
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Asset manager Franklin Templeton, with $1.79 trillion in assets under management, supports the CLARITY Act
Asset management firm Franklin Templeton announced its support for the CLARITY Act on July 27. Franklin Resources had previously disclosed that as of June 30, its assets under management totaled $1.79 trillion, up from $1.78 trillion a month earlier. Franklin Templeton stated that the CLARITY Act would establish clearer rules for digital assets, help investors understand the protections available, and increase corporate certainty regarding the division of federal regulatory responsibilities. BlackRock, Fidelity Investments, Goldman Sachs, and Charles Schwab have previously publicly supported this market structure bill. Senate Republicans released an updated version on July 22, proposing to divide the regulatory oversight of digital assets between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).
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BlackRock Supports CLARITY Act as Senate Legislative Window Narrows
: The world’s largest asset management company, BlackRock, has expressed support for the CLARITY Act. Samara Cohen, Senior Managing Director and Head of Global Market Development at BlackRock, stated the bill represents a significant step toward establishing an investor-first regulatory framework for digital assets. Cohen stated the bill will help shape the next phase of market structure in the US by supporting innovation while maintaining transparency, resilience, and investor protection. Fidelity, Goldman Sachs CEO David Solomon, and Charles Schwab have previously expressed support for related legislation or clearer digital asset rules. Last week, the US Senate Republicans released an updated version of the CLARITY Act, integrating work from both the Senate Banking Committee and the Agriculture Committee. Senate Majority Leader John Thune indicated that relevant Senate work could extend beyond the August recess. Crypto advocacy group Stand With Crypto stated that it has sent over 925,000 emails to Congress in 2025, exceeding 1.1 million contacts with Congress since its founding. The organization said each Senate vote on the CLARITY Act will be included in a public congressional scorecard.
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