Charles Schwab Corporation

The Charles Schwab Corporation is one of the largest investment services and brokerage firms in the United States, providing financial services to individual investors, independent advisers, businesses, and institutions. Its platform spans brokerage, trading, investment advisory, wealth management, banking, retirement services, asset management, custody, and related financial products.

Charles Schwab’s strength comes from its scale, trusted brand, low-cost investment platform, large client asset base, and central position in U.S. retail investing and adviser custody. Its business is organised around Investor Services and Advisor Services, giving it exposure to individual brokerage activity, cash balances, interest income, managed investing, ETFs, mutual funds, retirement accounts, and independent registered investment advisers. This makes Schwab one of the most important platforms supporting long-term investing, wealth creation, and financial advice in the U.S. market.