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Chuck Schwab receives the Museum of American Finance’s inaugural Financial Innovation Award, which recognizes individuals who have introduced new markets or new financial instruments to the financial system.

Read Chuck’s bio and the press release

See how Chuck’s vision and business strategy has enabled us to create products, services and platforms that have shaped our industry and helped clients meet their financial goals.

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.

  • $2.51 trillion in client assets
  • 1.5 million corporate retirement plan participants
  • 1.0 million banking accounts
  • 7,000 RIAs served

As of Dec. 31, 2015


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 325 branches
  • Approximately 1,200 financial consultants
  • $192.6 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date


As of Dec. 31, 2015

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
  • $1.06  trillion in client assets
  • 1,800 professionals dedicated to custody, trading and operations support


As of Dec. 31, 2015

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 Dec. 31, 2015

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

Schwab receives 100% rating on Human Rights Campaign’s Corporate Equality Index, which recognizes companies based on LGBT Equality

“In this 2016 Corporate Equality Index, hundreds of major businesses responded to our new standards for workplace equality with exceptional leadership. Charles Schwab & Co. not only meets the standards, it goes above and beyond the call of duty, making commitment to equality a fundamental aspect of its corporate values.”     

Deena Fidas, Director of Human Rights Campaign Foundation’s Workplace Equality Program

Click here to read more about diversity and inclusion at Schwab 

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. (“Schwab”) or its parent company, The Charles Schwab Corporation.

Investing involves risk, including possible loss of principal. (0116-BLGH)

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. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.