The American giant Charles Schwab is preparing a major evolution of its crypto offering. The group, which maintains nearly $10 trillion in assets, is targeting the launch of crypto spot trading for financial advisors from mid-2027. An initiative that would bring traditional wealth management even closer to the digital asset market. But not only that! The size of the ecosystem also places this announcement among the most followed institutional developments of the moment.
In brief
- Charles Schwab is targeting a crypto launch for financial advisors in mid-2027.
- The assets concerned include at least bitcoin and Ethereum.
- This launch would accelerate the integration of crypto into traditional wealth management in the United States.
Charles Schwab sets a course for financial advisor crypto trading
The news was confirmed during a round table organized on May 28, 2026 by Schwab Advisor Services, a few days after the announcement of the launch of crypto trading for 39 million traditional American clients. According to advisor experience manager Jalina Kerr, the rollout of spot crypto tradingtransfers and conservation services is planned for mid-2027.
There future crypto offer will integrate directly with the platform already used by advisors to manage their clients' stocks, bonds and funds. The objective: to enable the purchase, sale and custody of digital assets in the same environment as traditional investments.
According to Kerr, the schedule remains subject to change. The teams are nevertheless continuing their work on regulatory requirements, risk controls and conservation infrastructure.
A $10 trillion giant is closing in on the crypto market
L'announcement attracts attention for a simple reason: Charles Schwab is among the largest players in asset custody in the United States. According to the data, Schwab's advisory platform actually maintains approximately $10 trillion in assets. Also, it serves more than 16,000 consulting firms.
This development places Schwab face to face with competitors already present in the segment. In the list is:
- Fidelity Digital Assets;
- Coinbase Prime;
- Anchorage Digital.
Even one limited allocation to crypto could represent significant flows for the market.
Direct holding of crypto-assets is gaining ground
Today, many advisors favor exchange-traded products to expose their clients to cryptocurrencies. However, the demand for direct ownership of Bitcoin and Ethereum progresses.
According to Jalina Kerr, more customers already have digital assets outside the Schwab ecosystem. Advisors are therefore looking for solutions to consolidate these positions into a single infrastructure, with integrated reporting and custody tools.
According to Wall Street analysts, the arrival of a behemoth of this scale brings unprecedented legitimacy to crypto asset class. Market data shows that financial advisor demand for direct investment vehicles is at its highest since the historic success of Bitcoin ETFs.
The market reaction was also immediate. Many crypto experts estimate that Schwab could capture hundreds of billions of dollars of capital that is currently dormant.
One thing is certain: crypto is crossing a new threshold of institutional legitimacy. 2027 could mark the date when Wall Street and blockchain definitively merge their destinies.
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