Our results speak for themselvesWith our purpose and values as our North Star, we’ve grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.
$3.32 trillion in client assets
1.6 million corporate retirement plan participants
The Charles Schwab Corporation (CSC) is a savings and loan holding company.
The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, money management and financial advisory services.
The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services.
The Investor Services segment provides retail brokerage and banking services, retirement plan services and other corporate brokerage services.
The Advisor Services segment provides custodial, trading, and support services as well as retirement business services.
The Company offers a range of products to address individuals' varying investment and financial needs.
Its product offerings include brokerage, mutual funds, ETFs, advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities. Mutual funds offer third-party mutual funds through the Mutual Fund Marketplace.
