Schwab offers a better, more modern way to build and manage wealth
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
Schwab offers a better, more modern way to build and manage wealth
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
Schwab offers a better, more modern way to build and manage wealth
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
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(Charles Schwab logo)
2025
Schwab was there when clients when, where, and how they needed us
Processed more than 2.2 BILLION digital logins
Delivered more than 2.7 BILLION digital messages to 27.5 MILLION clients
Answered more than 30 MILLION calls
Informed millions with educational content, podcasts and industry insights…
And an industry-leading 500k+ subscribers on YouTube!
Supported thousands of clients in 400+ branches around the globe…
And, added 10 new branches
Announced plans to further democratize access to private markets for our clients
Expanded 24-hr trading to all clients
Launched National Investing Day celebrating what it means to be an investor.
Launched a campaign focused on our support of RIAs
Hosted the largest ever gathering of RIAs at IMPACT 2025
Fueled record-breaking RIA acquisitions
Invested $17.5 MILLION supporting financial literacy in communities
Packed 1 MILLION meals for families in need
Ranked as one of America’s 50 Most Community-Minded Companies
#1 in Retail Trading
(Schwab President and CEO Rick Wurster soundbite)
“There are no tradeoffs when you work with Schwab. We meet you where you are digitally, we're here for you if you want to call in, we're in 400 branches across the country where we're helping people navigate their financial lives every day."
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Source: Retail trading defined as leader in daily average trades amongst our publicly traded peers as of 11/4/2025
#1 in RIA Custodial Assets
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SOURCE: #1 The Cerulli Report—RIA Marketplace 2025: Solving for Scale
#1 in Total Client Assets
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(for publicly reported peers) 2025 Business Update
US News and World Report *Verified through investor relations and company data as of Sept. 18, 2025.
Named one of the Most Trusted Financial Companies
(IBD Logo)
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(Source: IBD rankings)
The IBD Most Trusted Financial Companies accolade/recognition was published online by IBD on September 12, 2025, and is licensed for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor’s Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence. Schwab paid a licensing fee to York Graphic Services, LLC. for use of the award and logos.
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Stock of the Hour
Schwab’s new assets rise on demand from retail investors
(image of Schwab President and CEO Rick Wurster)
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Rick Wurster
Charles Schwab President & CEO
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Stock of the Hour
Schwab’s new assets rise on demand from retail investors
(Charles Schwab logo)
Own your tomorrow®
© 2026 Charles Schwab & Co., Inc. (Schwab). All rights reserved. Member SIPC. (0126-4T3U)
A Look Back at 2025
A snapshot of the moments, milestones and impact that defined how we delivered for clients and helped them reach their financial goals.
Who We Serve
Our 33,000 employees are champions of investors and those who serve them.
Individual Investors
Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures.
Advisors
Independent Registered Investment Advisors (RIAs) who believe, like Schwab, that there's a better way to serve investors. And we provide more than 16,000* RIAs with custodial, trading, and business consulting services—more than any other firm in the industry.
Employers
Employers understand the long-term, bottom-line value of helping employees achieve a secure retirement and optimize other financial benefits. We help 5.7 million Workplace Plan Participants do just that.
By The Numbers*
* Total client assets, brokerage accounts, daily average trades and all other numbers are as of December 31, 2025.
Seeing the world "Through Clients' Eyes" has shaped our trajectory
Putting clients at the heart of the experience has enabled us to create products, services, and platforms that have shaped our industry and helped clients meet their financial goals. Here are some highlights:
Schwab history
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2020: Combining Two Award-Winning Companies
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2019: $0 Commissions on Online Stock, ETF, and Options Trades
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2015: Automated and Simple Investing
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2013: Accountability as Policy
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2012: A New 401(k) Option
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2009: Commission-Free ETFs
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2006: Affordable Professional Investment Advice
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2005: Checking Meets Investing
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2002: Quantitative Fact-Based Ratings
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1996: Low-Cost Online Trading
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1992: Mutual Funds: Access, Convenience, Low Cost
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1987: Financial Advisor Service Launches
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1982: Schwab Embraces 24/7 Service
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1975: Chuck Schwab Creates a Discount Brokerage
Schwab continues to earn high ranking in the industry for its heritage of innovation, modern wealth management capabilities, and client service.
Highest in Investor Satisfaction with DIY Self-Directed Services
Ameritrade, now part of Charles Schwab, ranked Highest in Investor Satisfaction with DIY Self-Directed Services in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study.
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TD Ameritrade, Inc. ("Ameritrade") Member SIPC, a subsidiary of The Charles Schwab Corporation (“Charles Schwab”), received the highest score in the do-it-yourself segment of the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study of investors’ satisfaction with self-directed investment firms. It is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.