Charles Schwab Inc.

Charles Schwab Inc. is an American multinational financial services company founded in 1971 and headquartered in Westlake, Texas. It provides brokerage, retirement planning, banking, wealth management and investment advisory services to individual investors, financial advisors and institutional clients. The firm employs more than 10,000 people, operates over 380 branches across the United States and serves millions of clients; assets under management stood at approximately $11.9 trillion as of 2025. Its geographic presence extends to international markets.

The company's technical work spans financial technology, digital brokerage platforms, online trading systems, banking technology, wealth management technology and investment advisory platforms. These systems underpin a product range that includes brokerage accounts with $0 online stock, option and ETF trade commissions, retirement planning services, banking solutions offered through Charles Schwab Bank, SSB (member FDIC), wealth management and investment advisory services.

Charles Schwab describes its approach as client-centric, with a mission of championing individuals' financial goals with passion and integrity and a stated commitment to broadening access to investing and financial planning. The company is a pioneer of low-cost investing within the financial services industry, whose verticals include brokerage, banking, wealth management, retirement planning and investment advisory.