Company Overview
Our purpose is to help everyone be financially fit. That's what guides our work every day. And that's why Schwab has built a different kind of firm.
We have always been a company with a sense of purpose – one whose ultimate focus is on improving people's financial lives.
Charles R. Schwab, Executive Forum
Our Organization
We serve individuals directly and indirectly, through their employer or advisor.
- Schwab Investor Services works directly with individuals who need help with saving and investing. More than 2 million households invest with Schwab. Many clients manage their own investments; others turn to us for help and guidance.
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- Schwab Corporation & Retirement Services works with employers to manage their retirement and stock compensation plans – and to serve more than 1.3 million employees covered by these plans.
- Schwab Institutional serves more than 5,500 Registered Investment Advisors, who offer their clients a unique blend of independence, expertise, customized solutions and personalized attention.