The Charles Schwab Corporation

The Charles Schwab Corporation is a diversified financial services company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Through its operating businesses, the company serves individual investors, affluent clients, employers, institutions, and independent investment advisors. Its offerings include self-directed brokerage accounts, managed portfolios, retirement plan services, deposit and lending products, trading access across major asset classes, financial planning, and investment research. The company also supports registered investment advisors and institutions with custody, technology, practice-management resources, and operational infrastructure. Its asset management activities encompass mutual funds, exchange-traded funds, separately managed accounts, and other investment solutions, while its banking operations provide cash-management and credit services connected to client financial needs. The Charles Schwab Corporation occupies a significant role in the financial services market by integrating investing, advice, banking, and custody within a broad platform serving both retail and professional market participants.