Charles Schwab Corp

SWG

Company Profile

  • Business description

    Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion’s share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

  • Contact

    3000 Schwab Way
    WestlakeTX76262
    USA

    T: +1 817 859-5000

    E: [email protected]

    https://www.aboutschwab.com

  • Sector

    Financial Services

    Stock type

    Cyclical

  • Industry

    Capital Markets

    Fiscal Year End

    31 December 2026

    Employees

    33,000

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