Charles Schwab

About Charles Schwab

Charles Schwab is a financial services company focused on providing a modern approach to investing and retirement planning. They aim to offer a wide range of brokerage, banking, and financial advisory services, prioritizing client satisfaction, transparent pricing, and security.

Products & Services

Brokerage and Trading Accounts:Includes individual and joint brokerage accounts for investing in stocks, ETFs, options, bonds, and more.

Retirement Accounts (IRAs):Offers Roth, Traditional, and Rollover IRAs for retirement planning.

Investment Products:Covers mutual funds, ETFs, stocks, options, futures, bonds, CDs, fixed income, money market funds, annuities, and cryptocurrency.

Banking & Borrowing:Includes checking and savings accounts, home loans, pledged asset lines, and credit cards through Schwab Bank.

Automated Investing:Features Schwab Intelligent Portfolios for automated investment management with or without guidance.

Wealth and Financial Advisory Services:Provides personalized financial planning and wealth management through Schwab Wealth Advisory and other advisory solutions.

Trading Platforms:Offers thinkorswim trading platforms and tools for active traders.

Educational Resources:Provides insights, market commentary, and educational content for investors on various topics like stocks, ETFs, and retirement planning.

Specialties

Investing Retirement Planning Wealth Management Banking Automated Investing Trading Platforms Financial Advisory Services

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Secondary Offering T: - FT: Secondary Offering	A: 13100000000 MR: - FA: $13.1 billion FAN: 13100000000	D: 2025-02-12 FD: 2025-02-12	2 investors
2	RT: Grant Program T: - FT: Grant Program	A: 25000000 MR: - FA: $25M FAN: 25000000	D: 2024-11-20 FD: 2024-11-20	-

Secondary Offering Latest

2025-02-12

$13.1B

2 investors (Pro only)

Grant Program 2024-11-20

$25.0M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

L

Liz Ann Sonders

Managing Director, Chief Investment Strategist

K

Kathy Jones

Managing Director, Chief Fixed Income Strategist

M

Mark Riepe

Managing Director, Head of the Schwab Center for Financial Research

R

Rob Williams

Managing Director, Financial Planning, Retirement Income and Wealth Management

M

Michael Townsend

Managing Director, Legislative and Regulatory Affairs

H

Hayden Adams

Director of Tax and Wealth Management

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Recent News

Charles Schwab Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised