Charles Schwab Corporation

The Charles Schwab Corporation is an American multinational financial services company headquartered in Westlake, Texas. It focuses on providing a broad suite of investment, brokerage, banking, and financial advisory services to individual investors, independent investment advisors, and institutional clients. Schwab offers retail brokerage accounts, online and mobile trading platforms, retirement and education savings accounts, and cash management solutions, alongside checking and savings products through its banking subsidiaries. The firm is a major provider of custodial, trading, and support services to registered investment advisors, and it distributes a wide range of investment products, including mutual funds, exchange-traded funds, and managed portfolios. Charles Schwab Corporation also delivers digital advisory offerings and personalized wealth management services for more complex financial needs. Founded in 1971 and originally based in San Francisco, the company today plays a central role in the U.S. financial system as a leading investment services provider and large-scale custodian of client assets.