The Charles Schwab Corporation Unclaimed

Schwab is a leading U.S. financial services firm delivering brokerage, banking and advisory services through its operating subsidiaries.

The Charles Schwab Corporation is a leading U.S. financial services firm that provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. The organization serves individual investors, trusts and institutions, offering investment management, custodial and advisory capabilities, and corporate trust services. It emphasizes client-centric, fiduciary service and transparency, with a focus on helping people manage money, plan for retirement, and achieve financial goals across multiple channels. The company maintains a broad ecosystem of services through its subsidiaries, enabling access to trading platforms, research, planning tools, and support while upholding a commitment to acting in clients' best interest.

We act in your best interest when giving investment advice, and provide comprehensive brokerage, banking and advisory services through our subsidiaries.

Who do we serve

Individual Investors And Retirees

North American retail investors seeking fiduciary, diversified wealth management.

Financial Services Investments

Small Business Owners And Employers

North American business owners seeking retirement plans to attract and retain staff.

Financial Services retirement planning small business services

Active Traders And Sophisticated Investors

North American traders needing real-time data, advanced charts, and automation.

Financial Services trading technology

Wealthy Families And Estate Planning

North American high-net-worth individuals seeking trusted trust administration and tailored wealth management.

wealth management trusts

Market segments

Retail brokerage and trading platforms

Platforms and execution services that enable individual investors to trade equities, options, ETFs, bonds, and cryptocurrencies with advanced order execution, research, and educational support.

Robo-advisory and automated portfolio management

Automated investment management that builds, rebalances, and tax-optimizes diversified portfolios using algorithmic allocation and personalization.

Wealth management and trust services

High-touch advisory and fiduciary services including comprehensive wealth management, trust administration, and portfolio-backed lending for affluent clients.

Retirement plan and income solutions

Retirement savings and income-generation offerings for individuals and employers, covering retirement plans, annuities, and tax-aware investment strategies.

Banking, cash management and lending

Deposit, liquidity, and credit products for cash management and borrowing needs, including high-yield savings, CDs, money market funds, mortgages, and portfolio-backed lines of credit.