Company Overview
Schwab provides a full range of financial services – all designed to help us fulfill our purpose of helping everyone be financially fit.
We have always been a company with a sense of purpose – one whose ultimate focus is on improving people's financial lives.
Charles R. Schwab
From the CEO
Schwab Fact Sheets
- The Charles Schwab Corporation oversees all Schwab business segments and reports consolidated financial results. For 2007, net revenues totaled $5 billion and total client assets reached $1.4 trillion at year-end.
- Schwab Investor Services, our traditional "retail" business, works directly with individuals who manage their own investments or turn to us for unbiased help and guidance.
- Schwab Institutional, a business-to-business model, serves approximately 5,500 Registered Investment Advisors – independent, fee-based investment advisors who work with individuals and families who may have more complex needs.
- Schwab Corporation & Retirement Services, also a business-to-business model, works with companies to manage their retirement and equity compensation plans, serving more than 1.2 million retirement plan participants.
- The Charles Schwab Foundation enables us to share our time, knowledge and resources with those who need them most.