Charles Schwab Corporation

The Charles Schwab Corporation is a U.S. financial services company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Through its operating businesses, The Charles Schwab Corporation serves individual investors, retirement plan participants, independent financial advisors, and institutional clients with tools and services for trading, investing, cash management, and long-term account administration. Its Investor Services segment focuses on retail brokerage, banking, trust, and retirement-related services, while its Advisor Services segment supports independent registered investment advisors and other professional wealth managers with custodial, trading, and operational solutions. The Charles Schwab Corporation plays a central role in the U.S. investment-services market by combining brokerage access, banking capabilities, and advisory infrastructure under one platform.