SCHW
The Charles Schwab Corporation
stock NYSE

My biggest gripe with SCHW would be that they do not have any way to readily check the realized gains on options by searching by ticker. If I wanted to check my P/L on a tranche of say NVDA options rolls I would have to search by the CUSIP of each individual contract. I've traded a plethora of NVDA options with zero equity exposure. When I search realized gains for NVDA it comes up with bupkis. They do not allow the same gainskeeper access that T.D. used to offer. I get that is kind of a niche gripe, but as an options trader I find in flabbergasting that this is the state of Schwab's back end reporting. I send them an email stating as much quarterly. We'll see how that pans out. In the meantime I keep running totals myself.
As u/ziggy029 mentioned, there is no automatic sweep for unused funds.
I just logged in to the web page to see if it counts deposits as a gain, I'm seeing some metrics that report performance that do not include contributions and withdrawals. There may be some that also include contributions but I am too old, tired and lazy to look further. Just call them and ask, the customer service is solid in my experience.

Ok, for Schwab, the data was from 2022, I admit that I haven’t checked the date.
The 2025 data is below. Still far away from Fidelity.
Updated:
“The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 38.1 million active brokerage accounts, 5.7 million workplace plan participant accounts, 2.2 million banking accounts, and $11.83 trillion in client assets as of October 31, 2025.”
https://pressroom.aboutschwab.com/press-releases/press-release/2025/Schwab-Reports-Monthly-Activity-Highlights-4d2955a20/default.aspx

My biggest gripe with SCHW would be that they do not have any way to readily check the realized gains on options by searching by ticker. If I wanted to check my P/L on a tranche of say NVDA options rolls I would have to search by the CUSIP of each individual contract. I've traded a plethora of NVDA options with zero equity exposure. When I search realized gains for NVDA it comes up with bupkis. They do not allow the same gainskeeper access that T.D. used to offer. I get that is kind of a niche gripe, but as an options trader I find in flabbergasting that this is the state of Schwab's back end reporting. I send them an email stating as much quarterly. We'll see how that pans out. In the meantime I keep running totals myself.
As u/ziggy029 mentioned, there is no automatic sweep for unused funds.
I just logged in to the web page to see if it counts deposits as a gain, I'm seeing some metrics that report performance that do not include contributions and withdrawals. There may be some that also include contributions but I am too old, tired and lazy to look further. Just call them and ask, the customer service is solid in my experience.

Ok, for Schwab, the data was from 2022, I admit that I haven’t checked the date.
The 2025 data is below. Still far away from Fidelity.
Updated:
“The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 38.1 million active brokerage accounts, 5.7 million workplace plan participant accounts, 2.2 million banking accounts, and $11.83 trillion in client assets as of October 31, 2025.”
https://pressroom.aboutschwab.com/press-releases/press-release/2025/Schwab-Reports-Monthly-Activity-Highlights-4d2955a20/default.aspx