NowenThe Charles Schwab Corporation
UnclaimedSchwab is a leading U.S. financial services firm delivering brokerage, banking and advisory services through its operating subsidiaries.
Overview
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.
Mission statement
We act in your best interest when giving investment advice, and provide comprehensive brokerage, banking and advisory services through our subsidiaries.
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Claim The Charles Schwab CorporationUse your email at schwab.com.Who do we serve
Individual Investors And Retirees
North American retail investors seeking fiduciary, diversified wealth management.
Geography: North America
How we help: Provide a broad suite of diversified investments and automated planning tools to simplify retirement and ongoing wealth management for individual investors in North America.
Small Business Owners And Employers
North American business owners seeking retirement plans to attract and retain staff.
Geography: North America
How we help: Provide flexible, scalable retirement plans and administration support to help small businesses recruit and retain talent.
Active Traders And Sophisticated Investors
North American traders needing real-time data, advanced charts, and automation.
Geography: North America
How we help: Deliver powerful trading platforms and zero-commission trading, with advanced tools to optimize active trading strategies.
Wealthy Families And Estate Planning
North American high-net-worth individuals seeking trusted trust administration and tailored wealth management.
Geography: North America
How we help: Provide fiduciary, personalized wealth management with trust administration and tailored indexing to align with multi-generational goals.
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.
Sources
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