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- Charles Schwab
Charles Schwab
Schwab was built around a simple idea: put the client first. We work hard to make our clients’ goals the focus of everything we do by offering a better, more modern way for them to build and manage their wealth.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (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.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (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.
Purpose
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
Vision
Schwab was built around a simple idea: put the client first. We work hard to make our clients’ goals the focus of everything we do by offering a better, more modern way for them to build and manage their wealth.
Mission
At Charles Schwab, our mission is to champion individuals’ goals with passion and integrity. Through our focus on client-centric innovation, education, and an unwavering commitment to service, we’re helping people own their financial futures – and building lasting relationships along the way.
Additional Culture Details
And, as Chuck Schwab has consistently said, "Always put the client first. No matter what."
Values
- Make a positive impact across finance and beyond
- Our values are a way of doing business—not just a plaque on the wall. They guide our actions and help us deliver on our promise to make a positive impact across finance and beyond. They include:
Earning our clients' trust by serving them in an ethical, empathetic, and proactive way.
Constantly improving the client experience through client-centric innovations.
Empowering the success of fellow Schwabbies and championing collaboration.
Being good stewards of Schwab’s brand by maintaining our human-centric approach to finance.
Recent Awards
2024
2023
2022
2021
Company Snapshots
