January 2017 Monthly Activity

Schwab released its January 2017 monthly activity report.

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Schwab's Position on DOL Rule

U.S. Senator Elizabeth Warren recently asked Schwab and other financial services firms to outline their position on the DOL Rule. We shared our perspective with the Senator, which you can read here

CEO Perspective

Walt Bettinger’s perspective on factors driving financial services in the coming decade.

Schwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.

Schwab ranked "Highest in Investor Satisfaction With Full-Service Brokerage Firms" in the 2016 Full Service Investor Satisfaction Study.SM

Read the press release

Selected as one of the FORTUNE Top 50 “World’s Most Admired Companies®”, Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.

Learn about our history of innovation

Schwab received a fifth consecutive win of the Gallup® Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.

Explore careers at Schwab

Our Leaders

Schwab’s commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.

Meet Our Leadership Team

Meet our Board of Directors

Who We Serve

Our belief in the power of investing is a perspective that's influenced our company from the beginning and creates a powerful bond between us and the investors, employers, and advisors we serve.

  • $2.83 trillion in client assets
  • 1.5 million corporate retirement plan participants
  • 1.1 million banking accounts
  • 7,000 RIAs served

As of Jan. 31, 2016


Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures

  • More than 335 branches
  • Approximately 1,200 financial consultants
  • $217.1 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date


As of Jan. 31, 2016

Independent registered investment advisors who believe, like Schwab, that there's a better way to serve investors

  • #1 in market share for registered investment advisor custody
  • 7,000 advisors served
  • $1.28 trillion in client assets
  • 1,800 professionals dedicated to custody, trading and operations support


As of Jan. 31, 2016

Employers, and the companies that serve them, understand the long-term, bottom-line value of helping employees toward achieving a secure retirement and optimizing other financial benefits

  • 1.5 million workers served through workplace retirement plans
  • Ranked #1 in 401(k) participant satisfaction for the past six years
  • Leading retirement plan service provider with more than $100 billion in assets


As of Jan. 31, 2016

Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. Your experiences may vary. Visit jdpower.com.

From FORTUNE Magazine, March 1, 2016 ©2016 Time Inc. FORTUNE and The World’s Most Admired Companies are registered trademarks of Time Inc. and are used under license.

FORTUNE and Time Inc. are not affiliated with, and do not endorse products or services of Charles Schwab and Co, Inc.

To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH)

(1016-NRGX, 1016-NWJE)

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.