Our Businesses

Schwab serves clients through three primary business segments: Schwab Investor Services, Schwab Institutional and Schwab Corporate & Retirement Services. While each business serves a different type of client, all share a common purpose – to build trusted relationships and help everyone be financially fit.

Fulfilling our purpose ... starts with a more disciplined and efficient organization. That allows us to scale our products, services and advice to serve a wider spectrum of clients.

Walt Bettinger, President and COO

Schwab businesses offer challenging and varied career opportunities.

Schwab Investor Services serves individual investors, offering services online, by phone or at more than 300 Schwab branches nationwide.
Schwab Institutional serves approximately 5,500 registered independent advisors across the country, helping them meet their custody and trading needs, run their businesses more efficiently, and support the growth of their firms

Schwab Corporate & Retirement Services serves companies and their employees by providing retirement, stock plan, corporate brokerage and mutual fund clearing services.

These three core businesses receive centralized support from Schwab Services, with careers in Finance, Human Resources, Marketing, Technology and other areas.