Schwab offers a better, more modern way to build and manage wealth
September 15, 2020Show Me the Finish Line: 401(k) Savers Say They Want Help Understanding How Much They’ll Need for Retirement
September 8, 2020BeFi Barometer 2020: Behavioral Finance Techniques Help Advisors Keep Clients Invested Through Market Volatility
August 25, 2020New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
August 20, 2020Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
A little about Schwab
$4.5T total client assets*
21,800 total employees**
$484.9B all proprietary mutual funds and ETFs**
* As of August 31, 2020. Updated on a monthly basis.
** As of June 30, 2020. Updated on a quarterly basis.
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Schwab continues to earn high praise for its heritage of innovation, modern wealth management capabilities, and customer service.
Charles Schwab scored "Highest in Investor Satisfaction with DIY Self-Directed Services" two years in a row. Schwab also achieved the highest score in Firm interaction; Account information; Commissions and fees; Product offerings; and Information resources.
Charles Schwab scored “Highest in Customer Satisfaction with Wealth Management Mobile Apps” in the J.D. Power 2019 U.S. Wealth Management Mobile App Satisfaction Study. Schwab also scored highest in 'range of services'; and 'speed of screens loading'.
In 2020, Charles Schwab was selected as one of the FORTUNE Top 50 ‘World's Most Admired Companies®’. Schwab ranked #2 overall in the Securities and Asset Management category of the list, with a #1 ranking for innovation in Key Attributes of Reputation.
Schwab ranked #2 overall in the 2020 Investor’s Business Daily “Best Online Brokers” Survey. Schwab ranked #1 in the following categories: Website Security and Broad Choice of Investments.
Schwab ranked #3 in "Best in Class" Overall in 2020 by StockBrokers.com. Schwab also ranked "Best in Class" in the following categories: Brokers for IRA Accounts, Discount Stock Brokers, Options Trading Platforms and Penny Stocks Trading categories.
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What we do
Charles Schwab exists to help people achieve better financial outcomes for themselves and their families.Learn more about what we do
People think that financial services is just about stocks and bonds. Here at Schwab, we believe it is about helping improve people's lives.Career opportunities at Schwab
We're investing our resources where we can make the most difference in areas that align with our business.Corporate Citizenship at Schwab
Charles Schwab received the highest numerical score in the DIY segment of the J.D. Power 2019-2020 U.S. Self-Directed Investor Satisfaction Studies of investors’ satisfaction who use self-directed investment firms. Visit jdpower.com/awards
Charles Schwab received the highest numerical score in a tie in the J.D. Power 2019 US Wealth Management Mobile App Satisfaction Study of customers’ satisfaction with their wealth management mobile app. Visit jdpower.com/awards
From FORTUNE Magazine, February 2020, ©2020 Fortune Media IP Limited. FORTUNE and The World’s Most Admired Companies are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, Charles Schwab.
From Investor's Business Daily, January 27 2020, ©2020 Investor's Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited. The ratings are based entirely on input of brokers' customers. IBD and polling partner TechnoMetrica Market Intelligence surveyed more than 4,000 investors, asking them to rate their primary online broker in the 15 performance categories. Ten online brokers were included in the analysis, and the top five brokers overall and in each category are recognized as Best Online Brokers award winners. For further information on how the ratings were calculated, see IBD's Criteria and Methodology.
StockBrokers.com: "2020 Online Broker Review," published January 2020. Participation is required to be included. All broker participants were assessed on 236 different variables across eight core areas: Commissions & Fees, Customer Service, Platforms & Tools, Research, Ease of Use, Offering of Investments, Education, and Mobile Trading. All categories, with the exception of "Banking," are factored in to the overall ranking. Star ratings are out of five possible stars and are based on a calculation that combines the variable assessment with an opinion score from 1-10 with 10 "very good" in StockBrokers.com's opinion. A “Best in Class” designation means finishing in the top five brokers for that category. Industry Awards are awarded based on the opinions of StockBrokers.com's research team. Read our 2020 Review. For further information on how the ratings were calculated, see StockBrokers.com's "How We Test".