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About the company

The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.

  • Revenue in USD (TTM)27.68bn
  • Net income in USD8.42bn
  • Incorporated1986
  • Employees33.00k
  • Location
    Charles Schwab Corp3000 Schwab WayWESTLAKE 76262United StatesUSA
  • Phone+1 (302) 658-7581
  • Fax+1 (302) 655-5049
  • Websitehttps://www.schwab.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
SCHW:NYQ since
announced
Transaction
value
Forge Global Holdings IncAnnounced06 Nov 202506 Nov 2025Announced12.17%659.39m
Data delayed at least 15 minutes, as of Feb 06 2026 21:00 GMT.
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