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.
Who We Serve
Our 33,700 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 5.8 million Workplace Plan Participants do just that.
By The Numbers*
* Total client assets, brokerage accounts, daily average trades, banking accounts as of July 31, 2026. All other numbers are as of June 30, 2026.
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.