The Charles Schwab Corp - Company Profile
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Business Description
The Charles Schwab Corp (Charles Schwab) is a provider of banking, wealth management, asset management, securities brokerage, financial advisory, and custody services. As of December 31, 2024, it had 2 million banking accounts, 5.4 million workplace plan participants, 36.5 million active brokerage accounts, and US$10 trillion client assets.
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Business Segments
Overview
Provides custodial, trading, banking, and support services for registered investment advisors (RIAs) and their clients. Schwab offers a robust, scalable platform that facilitates efficient asset management and client servicing. Its website serves as a central hub for RIAs, providing essential tools for account management, trading, and communication with Schwab’s service team. Offers proprietary software, such as Schwab Advisor Portfolio Connect, which simplifies portfolio management without the need for extensive data reconciliation. To support RIAs, Schwab provides comprehensive consulting services, educational resources, and industry research, alongside hosting events like the annual IMPACT conference. RIAs benefit from a diverse array of investment products, including individual securities, mutual funds, ETFs, and managed accounts.
Performance
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Overview
Offers investment advisory, retail brokerage, trust, and banking services to individual investors, and provides retirement plan services and other corporate brokerage services to businesses and their employees. Offers through multiple-channel service delivery model such as mobile, online, branch, and telephone. Provides diverse online research and analytical tools that assist clients in achieving better investment results. Consists of integrated software-and web-based trading platforms, options trading, real-time market data, stock and futures research, high-end account and trade management features, risk management and dedicated personal support to active traders. Comprise recordkeeping for stock plans and options, restricted stocks, stock appreciation rights, and performance shares to equity compensation plan sponsors. Also offers mutual fund clearing services that include open-end trading, transactional services, and settlement. Through its off-platform sales, it offers ETFs, proprietary mutual funds, and collective trust funds.
Performance
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