United States
About The Charles Schwab Corporation
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company providing a comprehensive range of financial services. These include wealth management, securities brokerage, banking, asset management, custody, and financial advisory services, serving clients both in the United States and internationally.
Business Segments
The company operates through two primary segments:
- Investor Services – Focused on individual investors, offering brokerage accounts, trading services, and banking products.
- Advisor Services – Catering to financial advisors with tools, custody services, and investment solutions.
Key Offerings
- Brokerage & Trading: Equity, fixed income, options, futures, and forex trading, along with margin lending.
- Investment Solutions: Mutual funds, ETFs, managed portfolios, and separately managed accounts.
- Banking Services: Checking/savings accounts, mortgage loans, home equity lines, and pledged asset lines.
- Retirement & Planning: Digital retirement tools, financial planning, and trust services.
- Technology & Support: Advanced trading platforms, real-time market data, research tools, and educational resources.
Additional Services
- Equity compensation plan recordkeeping.
- Mutual fund clearing services.
- Advisor-focused tools and content.
Founded in 1971, The Charles Schwab Corporation is headquartered in Westlake, Texas, and operates through a network of branch offices.
