Company Overview

The Charles Schwab Corporation (Nasdaq:SCHW) is a leading provider of financial services, with more than 300 offices and 7.4 million client brokerage accounts, 1.3 million corporate retirement plan participants, 427,000 banking accounts, and $1.2 trillion in client assets.

Corporate Facts

What We Do

Our Purpose

"We have always been a company with a sense of purpose – one whose ultimate focus is on improving people's financial lives."

— Charles R. Schwab, Executive Forum

We serve individuals directly and indirectly, through their employer or advisor.

Schwab Investor Services works directly with individuals who need help with saving and investing. Of the millions of clients who invest with Schwab, many manage their own investments; others turn to us for help and guidance.

Schwab Institutional Services works in two ways: Advisor Services meets the needs of approximately 5,500 Registered Investment Advisors; and Corporate & Retirement Services helps employers manage retirement and equity compensation plans.