Company Profile

Charles Schwab

Company Overview

The Charles Schwab Corporation provides securities brokerage and financial services to individual investors and the independent investment advisors who work with them. As one of the nation’s largest financial services firms, Schwab serves more than 6.8 million client brokerage accounts, 527,000 corporate retirement plan participants, 178,000 banking accounts – all representing more than $1.3 trillion in client assets.

Company History

Over the past 30 years, The Charles Schwab Corporation has evolved to serve the growing needs of a wide range individual investors and the financial advisors who serve them, while remaining focused on providing the most useful and ethical financial services in the world.

Today, Schwab is a firm able to deliver a broad range of investment advice, services and products to an equally broad spectrum of clients - including active traders, independent investors, individuals in need of an advisor-guided relationship, wealthy families and employers with retirement and stock plans.

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