Charles Schwab Corp.

Charles Schwab Corporation is a leading savings and loan holding company providing a comprehensive suite of financial services. It offers wealth management, securities brokerage, banking, asset management, custody, and financial advisory services primarily to individual investors and independent investment advisors through its Investor Services and Advisor Services segments. The company delivers brokerage and trading solutions, advisory and portfolio management services, banking products, retirement and equity compensation plan services, and advanced digital trading and research platforms. Charles Schwab Corporation holds a dominant position in registered investment advisor custody and has expanded into areas such as robo-advisory, direct indexing, and managed-investment solutions. It supports high client engagement with substantial net new assets and serves as one of the largest retail-oriented financial-services firms, generating significant revenue from its banking and asset management segments. Headquartered in Westlake, Texas, Charles Schwab Corporation plays a pivotal role in the U.S. wealth management and brokerage landscape.