Financial services company offering brokerage, banking, and financial advisory services to individual investors and institutional clients.
The Charles Schwab Corporation, along with its subsidiaries, offers a comprehensive range of financial services including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Operating through two primary segments, Investor Services and Advisor Services, the company caters to both individual investors and financial advisors. The Investor Services segment provides retail brokerage, investment advisory, banking services, and trust services, while also managing corporate brokerage services and equity compensation plans for stock and performance-based incentives.
Within the Advisor Services segment, Charles Schwab offers custodial, trading, and support services tailored for independent financial advisors and retirement plan sponsors. This segment further extends its offerings to include retirement business services and corporate brokerage retirement solutions. Clients benefit from a broad array of investment options, including equity and fixed-income securities, margin lending, options, futures, and forex trading, alongside comprehensive cash management capabilities.
Additionally, Charles Schwab Corporation provides extensive banking products such as checking and savings accounts, residential mortgage loans, home equity lines of credit, and trust services including custody and administrative trustee services. With a wide-reaching presence encompassing approximately 400 domestic branch offices across 48 states, as well as international locations in Puerto Rico, the UK, Hong Kong, and Singapore, the company continues to uphold its commitment to delivering innovative financial solutions and personalized service to its diverse clientele.