Latest Financial Report

Schwab released its May 2017 monthly activity report.

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Schwab has earned high praise in 2017 for its heritage of innovation, modern wealth management capabilities, and customer service.

Charles Schwab was awarded "Highest in Investor Satisfaction with Full Service Brokerage Firms, Two Years in a Row" by J.D. Power.1


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

Learn about our history of innovation

Schwab was named #1 in Customer Service and Trade Reliability in the 2017 Investor’s Business Daily “Best Online Brokers” Survey for the fifth year in a row. Schwab also received the highest rating for website performance for the second consecutive year.


CEO Perspective

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

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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.

  • $3.00 trillion in client assets
  • 1.5 million corporate retirement plan participants
  • 1.1 million banking accounts
  • 7,000 RIAs served

As of May. 31, 2017


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
  • $239.1 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date


As of May 31, 2017

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
  • $1.35 trillion in client assets
  • 1,800 professionals dedicated to custody, trading and operations support


As of May 31, 2017

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 May 31, 2017

1 Charles Schwab received the highest numerical score in the J.D. Power U.S. Full Service Investor Satisfaction StudySM. The January 2017 survey was based on 6,579 total responses from 20 firms that measured the opinions of investors who used full-service investment institutions. Your experiences may vary. Visit (0617-78F9)

From FORTUNE Magazine: February 2017 ©2017 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.

From Investor's Business Daily, January 30, 2017, ©2017 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. Results based on an Investor's Business Daily ("IBD") and TechnoMetrica survey of 4,752 visitors to the IBD website between August and December 2016. Those individuals were asked to name and rate their primary online broker. Limiting data analysis to only those firms that were cited by 125 or more participants, six online brokers were ranked based on Customer Experience Index scores for thirteen separate attributes. For further information on how the ratings were calculated, see IBD's Criteria and Methodology. (0517-19U)

(0517-ZSAP, 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.