Manage your own investments with ease.
Access a full range of tools, resources, and expertise to invest the way you want.
Learn more about self-directed investingSchwab offers a better, more modern way to build and manage wealth
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
Schwab offers a better, more modern way to build and manage wealth
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
Schwab offers a better, more modern way to build and manage wealth
Everything we do as a company is focused on helping our clients take ownership of their financial futures.
(Upbeat music)
(Charles Schwab logo)
2025
Schwab was there when clients when, where, and how they needed us
Processed more than 2.2 BILLION digital logins
Delivered more than 2.7 BILLION digital messages to 27.5 MILLION clients
Answered more than 30 MILLION calls
Informed millions with educational content, podcasts and industry insights…
And an industry-leading 500k+ subscribers on YouTube!
Supported thousands of clients in 400+ branches around the globe…
And, added 10 new branches
Announced plans to further democratize access to private markets for our clients
Expanded 24-hr trading to all clients
Launched National Investing Day celebrating what it means to be an investor.
Launched a campaign focused on our support of RIAs
Hosted the largest ever gathering of RIAs at IMPACT 2025
Fueled record-breaking RIA acquisitions
Invested $17.5 MILLION supporting financial literacy in communities
Packed 1 MILLION meals for families in need
Ranked as one of America’s 50 Most Community-Minded Companies
#1 in Retail Trading
(Schwab President and CEO Rick Wurster soundbite)
“There are no tradeoffs when you work with Schwab. We meet you where you are digitally, we're here for you if you want to call in, we're in 400 branches across the country where we're helping people navigate their financial lives every day."
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Source: Retail trading defined as leader in daily average trades amongst our publicly traded peers as of 11/4/2025
#1 in RIA Custodial Assets
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SOURCE: #1 The Cerulli Report—RIA Marketplace 2025: Solving for Scale
#1 in Total Client Assets
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(for publicly reported peers) 2025 Business Update
US News and World Report *Verified through investor relations and company data as of Sept. 18, 2025.
Named one of the Most Trusted Financial Companies
(IBD Logo)
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(Source: IBD rankings)
The IBD Most Trusted Financial Companies accolade/recognition was published online by IBD on September 12, 2025, and is licensed for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor’s Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence. Schwab paid a licensing fee to York Graphic Services, LLC. for use of the award and logos.
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Stock of the Hour
Schwab’s new assets rise on demand from retail investors
(image of Schwab President and CEO Rick Wurster)
(text to the right)
Rick Wurster
Charles Schwab President & CEO
(caption under image)
Stock of the Hour
Schwab’s new assets rise on demand from retail investors
(Charles Schwab logo)
Own your tomorrow®
© 2026 Charles Schwab & Co., Inc. (Schwab). All rights reserved. Member SIPC. (0126-4T3U)
A Look Back at 2025
A snapshot of the moments, milestones and impact that defined how we delivered for clients and helped them reach their financial goals.
Who We Serve
Our 33,500 employees are champions of investors and those who serve them.
Individual Investors
Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures.
Advisors
Independent Registered Investment Advisors (RIAs) who believe, like Schwab, that there's a better way to serve investors. And we provide more than 16,000* RIAs with custodial, trading, and business consulting services—more than any other firm in the industry.
Employers
Employers understand the long-term, bottom-line value of helping employees achieve a secure retirement and optimize other financial benefits. We help 5.8 million Workplace Plan Participants do just that.
By The Numbers*
$11.77
trillion
total client assets
39.1
million
brokerage accounts
9.9
million
daily average trades
2.3
million
banking accounts
$1.48
trillion
in proprietary mutual funds and ETFs
* Total client assets, brokerage accounts, banking accounts, and all other numbers are as of March 31, 2026.
Seeing the world "Through Clients' Eyes" has shaped our trajectory
Putting clients at the heart of the experience has enabled us to create products, services, and platforms that have shaped our industry and helped clients meet their financial goals. Here are some highlights:
Schwab history
Combining Two Award-Winning Companies
- 2019
$0 Commissions on Online Stock, ETF, and Options Trades
- 2015
Automated and Simple Investing
- 2013
Accountability as Policy
- 2012
A New 401(k) Option
- 2009
Commission-Free ETFs
- 2006
Affordable Professional Investment Advice
- 2005
Checking Meets Investing
- 2002
Quantitative Fact-Based Ratings
- 1996
Low-Cost Online Trading
- 1992
Mutual Funds: Access, Convenience, Low Cost
- 1987
Financial Advisor Service Launches
- 1982
Schwab Embraces 24/7 Service
- 1975
Chuck Schwab Creates a Discount Brokerage
Highest in Investor Satisfaction with DIY Self-Directed Services
Ameritrade, now part of Charles Schwab, ranked Highest in Investor Satisfaction with DIY Self-Directed Services in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study.
For over 50 years, we've had one focus: You.
Putting clients first has been our mission from day one.
Start investing
Championing individual investors every day.
50 years ago, when many competitors were raising prices, we challenged the industry by lowering trade commissions for all investors.
Some things never change. Our commitment to driving down costs and removing barriers means we offer $0 online equity trades1, 24/7 customer service from U.S.-based professionals, world-class trading, and a broad range of investing options.
Choice to invest your way.
Because there's more than one way to achieve your financial goals.
Supercharge your trading experience.
Get the best in trading—award-winning platforms, tailored education, and specialized support.
Learn more about active trading
Get a jumpstart with automated investing.
Schwab Intelligent Portfolios® builds, monitors, and automatically rebalances a portfolio based on your goals.
Learn more about automated investing
Choose professional wealth management.
Pursue your goals confidently with the help of Schwab's comprehensive wealth and investment management solutions.
Learn more about wealth solutionsWorld-class education for every investor.
Discover education and insights you can't find anywhere else. Learn your way with curated experiences on everything from trading and coaching workshops to expert podcasts, how-to videos, articles, and more.
Always transparent pricing and low costs.
Investing costs matter, so we'll make sure you always know what you're paying and why. $0 online equity trades1 are just the beginning.
All that, plus satisfaction and security guarantees.
Satisfaction Guarantee
If for any reason you're not completely satisfied, we'll refund any eligible fees related to your concern. You won't find that kind of promise anywhere—but you will find it here.
What our guarantee coversSecurity guarantee
We cover losses in your Schwab accounts that are due to unauthorized activity. And we help keep you secure with two-step authentication and tips to spot scams.
Get security guarantee detailsGet in touch.
1 Standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market. Options trades will be subject to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). See the Charles Schwab Pricing Guide for full fee and commission schedules.
(0325-WHWB)
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