Charles Schwab Corp.

Charles Schwab Corp. is a multinational financial services company specializing in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services for both retail and institutional clients. Founded in 1971 and headquartered in Westlake, Texas, the company has grown to become one of the largest banks in the United States by assets, overseeing approximately $10.1 trillion in client assets and maintaining over 36.5 million active brokerage accounts as of 2024. Charles Schwab offers a wide array of products, including brokerage accounts for equity and fixed income trading, margin and options trading, futures and forex markets, and comprehensive cash management solutions. The firm operates through two main business segments—Investor Services and Advisor Services—serving a diverse client base with solutions for investment, retirement, and personal finance. The company’s integrated platform, national branch presence, and technological innovation have cemented its role as a key facilitator of market access and investment opportunities in the financial sector.