Company Overview

At Schwab, our purpose is to help everyone be financially fit. We've even structured our organization with individual investors in mind, serving them directly through Investor Services and indirectly through our "business-to-business" segment, Institutional Services.

Corporate Facts: Learn more about The Charles Schwab Corporation

"I started Schwab to fulfill the unmet needs of individual investors. That core idea – putting our clients' needs first – has never changed, even in times of crisis."

— Charles R. Schwab

Our businesses help millions of people work toward financial fitness.

Investor Services works directly with individuals who need help with saving and investing. Of the millions of clients who invest with Schwab, many manage their own investments; others turn to us for help and guidance.

Institutional Services provides trading, custody, technology and practice management support to independent investment advisors. This business segment also helps employers and plan sponsors manage workplace retirement plans, and it provides mutual fund clearing and stock plan services.