Charles Schwab at a Glance

Uppers

  • "Highly intelligent, quality people"

Downers

  • Low morale due to layoffs

The Buzz

  • "Bottom of the barrel"
  • "Fantastic technology"
  • "Past its prime"
  • "Growing, strong platform"

About Charles Schwab

Schwab is a champion of investors and those who serve them. Since day one, Schwab has set out to challenge the status quo, looking for ways to offer their clients more value and a better experience. Schwab is confident their approach can help people take ownership of their financial futures.

Schwab's purpose is to champion every client's goals with passion and integrity. This purpose drives Schwab to help their clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. Schwab believes it is critical to the health of our communities and to our society.

With their purpose and values as their North Star, they have grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning.

Schwab's mission as a company is to focus on helping their clients take ownership of their financial futures. 

Total Client Assets: $3.56 Trillion*
Active Brokerage Accounts: 11.4 Million*
Corporate Retirement Plan Participants: 1.6 Million*
Banking Accounts: 1.3 Million*
RIAs Served: 7,500*
Total Employees: 19,100*
Capital Expenditures: $156 Million*
Total Expenses: $1.36 Billion*
All Proprietary Mutual Funds and ETFs: $345 Billion*

* As of September 30, 2018. 
** As of December 31, 2017. 

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce.  It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression,  national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. 

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Charles Schwab

211 Main Street
San Francisco, CA 94104
Phone: (415) 627-7000
Fax: (415) 636-5970

Stats

  • Employer Type: Public
  • Stock Symbol: SCH
  • Stock Exchange: NYSE
  • Chairman: Charles R. Schwab
  • CEO: Walter W. Bettinger II
  • 2018 Employees: 19,100

Major Office Locations

  • Austin, TX
  • Chicago, IL
  • El Paso, TX
  • Indianapolis, IN
  • Lone Tree, CO
  • Orlando, FL
  • Phoenix, AZ
  • Richfield, OH
  • San Francisco, CA
  • Westlake, TX
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