overview

Overview

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The Charles Schwab Corporation is a leading investment services firm with a 40-year history of innovating and advocating for individual investors and the financial professionals who serve them.

Innovator and Advocate

From day one, Chuck Schwab knew investing could be different – that investors deserved better prices, better access and better service. And for the past four decades, the firm that bears his name has been doing just that.

We pioneered discount brokerage. We created an innovative and convenient way to invest through a supermarket of no-load, no-transaction-fee mutual funds. We led the way in online investing. We helped thousands of independent advisors serve their clients. And we disrupted the 401(k) industry with a plan offer designed to lower costs, simplify investing and help workers better prepare for retirement.

A lot has changed in 40 years, but a lot has stayed the same. Charles Schwab is still striving to champion every client’s goals with passion and integrity. We’re still breaking down barriers – and occasionally tilting at windmills – to discover a better way to invest.




Our Clients & Our People

Charles Schwab focuses on the needs of individual investors, whether we’re serving them directly, through an employer-sponsored retirement or equity plan, or through independent investment advisors.

Seeing through clients’ eyes has always been the Schwab way. Today, approximately 14,000 employees share a passion for helping millions of investors achieve their financial goals. By working together and listening thoughtfully to our clients, we’ve been able to make investing more accessible, affordable and understandable.

"Schwab will continue being a challenger and innovator, consistent with our heritage. Ultimately, trust is built when someone shares your values and puts your interests at the forefront. And that is what Schwab is all about."
— President and Chief Executive Officer Walt Bettinger

Investors should carefully consider information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource service (and certain other funds with no transaction fees) and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds, which may charge a separate redemption fee, and funds that accommodate short-term trading.

Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource service for recordkeeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

Charles Schwab & Co., Inc. (Member SIPC), Schwab Retirement Plan Services, Inc., and Schwab Retirement Plan Services Company are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Schwab Advisor Services™ includes the custody, trading and support services of Schwab.  Brokerage products and services are offered by Charles Schwab & Co., Inc. (“Schwab”). Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.

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Corporate Headquarters

The Charles Schwab Corporation
211 Main Street
San Francisco, CA 94105