Company Profile - The Charles Schwab Corp

Introduction

The Charles Schwab Corp (Charles Schwab) is a savings and loan holding company that offers financial services, primarily investment solutions. It provides brokerage accounts, mutual funds, exchange-traded funds, advice solutions, banking, and trust services. The company offers brokerage accounts with features such as fixed income, options, and equity trading; margin lending; and cash management services including acceptance of third-party certificates of deposit. As part of mutual funds, it offers proprietary, non-transaction fees, and third-party mutual funds; trading; and clearing services. It provides commission-free proprietary and third-party ETFs. It offers customized advice for portfolio management, specialized planning, and separately managed accounts. As part of banking, it offers savings and checking accounts, mortgages, pledged asset lines, and home equity lines of credit. It also offers trust services including custody, reporting, and administration. The company has operations in the US, Singapore, the UK, and Hong Kong. Charles Schwab is headquartered in Westlake, Texas, the US.