Since day one, we've set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures.

Our Purpose drives our every action

Our purpose is to champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.

Our Values are a way of doing business – not just a plaque on the wall

We place the highest value on...

  • Earning our clients’ trust by treating clients in an ethical, empathetic and proactive way

  • Constantly improving the client experience through innovation that benefits clients

  • Respecting fellow employees and reinforcing the power of teamwork

  • Being good stewards of our brand and stockholder value

Our results speak for themselves

With our purpose and values as our North Star, we’ve grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.

​Total Client Assets*

$3.45 Trillion

Active Brokerage

11.7 Million

Corporate Retirement
Plan Participants*

1.7 Million

Banking Accounts*

1.3 Million

RIAs Served*


Total Employees**


Capital Expenditures**

$159 Million

Total Expenses**

$1.45 Billion

All Proprietary Mutual
Funds and ETFs**

$348 Billion

Ultimately, everything we do as a company – how we listen, how we solve, how we serve – is focused on helping our clients take ownership of their financial futures.

 * As of January 31, 2019. Updated on a monthly basis.

** As of December 31, 2018. Updated on a quarterly basis.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.