What we do

Submitted by Brian.Lavelle on January 28, 2020

You focus on your clients—we focus on you. Chuck Schwab started putting clients first 45 years ago. Today, that simple philosophy has helped us grow into a $3.6 trillion firm. See how.


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Onscreen text:
45 years ago
Schwab made a commitment
to individual investors.

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Onscreen text:
We've been making that 
commitment to employers
and independent advisors.

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Every day.

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Man [off-screen]: Cameras ready? In four, three, two…

A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they're about to roll the cameras. The sound equipment is adjusted one last time as an "ON AIR" sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.

Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Aerial view of a large misty park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie in the bathroom.

Husband: My brother called.

Wife: Oh really, how is he?

Husband: He's retiring.

Husband and wife stand at the kitchen island; the wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

They stand silently for a moment, looking at each other.

A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

People are seen riding bikes outside an office building and walking up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The group sits on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game. And our stock plan is key. How can you help us?

A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window. He's video-calling a Schwab Intelligent Portfolio Premium advisor.

Millennial: If I want to buy a house in like, say, five years, what do I need to do today?

A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

A man unrolls a building plan inside a space that is being renovated. He greets two Schwab reps who walk up to him and shake their hands. The man then goes on a walk with one of the reps to chat. 

Financial consultant: I put a lot on the line going independent. You guys really going to have my back?

A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece. 

Financial consultant: Looking for core products for my client's 401(k). Something with a track record.

The Schwab rep sits across from the company rep in the sunlit common area and answers his question confidently.

Schwab rep: We have lots of ways to help.

The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

The Schwab rep meeting with the man in the space under renovation answers his questions.

Schwab rep: We are here to support you.

Aerial view of a suburban area with homes and trees is shown while music plays. 

Onscreen text: Our answers today

The husband and wife stand close together in front of their house. 

Onscreen text: help investors

The hospital admin stands with her arms crossed in the hospital hallway, facing the camera. 

Onscreen text: help employers

The man from the train stands in the train terminal, smiling at the camera. 

Onscreen text: help advisors

Onscreen text: Own your tomorrow®

Music continues to play with a woman's voiceover. 

Onscreen text: Over 12 Million Brokerage Accounts
Woman: Today Charles Schwab is a full-service wealth management leader.

Onscreen text: Over 4 Million Participants
Woman: A leader in retirement plans and supporting independent providers

Onscreen text: Over 2,500 Company Stock and Brokerage Plans
Woman: In workplace financial services

Onscreen text: 7,500 Advisory Firms
Woman: And supporting more independent advisors of all sizes than anyone else.

Onscreen text: Over $422 Billion for all proprietary mutual funds and ETFs*
Woman: We're a leader in asset management.

Overlapping lines zig-zag to make a line graph chart that resembles mountain peaks; three peaks are labeled with the years 2008, 2013, and 2018.

Onscreen text: $3.70 Trillion Total Client Assets
Woman: With more total assets than any publicly traded investment firm in America.

A JD Power award icon appears.

Onscreen text: "Highest in Investor Satisfaction with DIY Self-Directed Services"
Woman: But we're most proud of our leadership in client satisfaction.

Another JD Power award icon appears.

Onscreen text: "Ranked Highest in Participant Satisfaction in the large plan segment for 
the second year in a row."
Woman: Which we strive to deliver to all we serve, every day.

Music continues to play. 

Onscreen text: To learn more about what it's like to work with Schwab Advisor Services, call 1-877-687-4085.

Brand music plays.

Onscreen text: 
Charles Schwab
Own your tomorrow®
Except where otherwise noted, all figures are per Charles Schwab & Co. data as of 3/31/2019.
*Includes holdings in affiliate funds.
†From publicly available company records.

Brokerage Products: Not FDIC-Insured · No Bank Guarantee · May Lose Value

Investing involves risk, including loss of principal.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and
subsidiaries: Charles Schwab Bank; Charles Schwab & Co., Inc. (Schwab), Member SIPC (www.sipc.org); and Schwab Retirement Plan Services, Inc. (SRPS). Trust,
custody, and deposit products and services are available through Charles Schwab Bank. SRPS is not a fiduciary to retirement plans or participants and only provides
recordkeeping and related services. Designated Brokerage Services (DBS) is a division of Schwab.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Schwab ETFs™. Schwab Funds are distributed by Schwab,
Member SIPC. Schwab ETFs™ are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Schwab are separate but affiliated companies and subsidiaries 
of The Charles Schwab Corporation, and are not affiliated with SIDCO.

Charles Schwab received the highest numerical score in the DIY segment of the J.D. Power 2019 Self-Directed Investor Satisfaction Study of investors' satisfaction 
who use self-directed investment firms. Visit jdpower.com/awards.

Charles Schwab received the highest numerical score in the large plan segment in the J.D. Power 2018-2019 US Retirement Plan Participant Studies of plan holders' 
satisfaction with their group retirement firm. The study was based on 8,332 responses from group retirement plan participants surveyed in February 2019 and 
March 2019. Your experiences may vary. Visit jdpower.com/awards.

©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

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