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Why Choose Schwab
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How We’re Different


"Innovation is a big part of who we are." -Chuck Schwab, Founder

How We're Different

Schwab has a 40-year history of innovation and industry-leading change for the good of all investors. Our passion and purpose are what truly set us apart.

Since 1973, we’ve challenged the status quo. When investing got too complex, we made it accessible to all. When costs got too high, we led the industry in lowering prices. See how we’re constantly innovating to help meet your evolving needs.

Schwab Innovation Timeline

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc.  An innovator in financial services
  • Incorporated in April 1973
  • Total client assets: $1.89 trillion (as of 9/30/12)
  • 8.7 million active brokerage accounts (as of 9/30/12)
  • Over $200 billion in assets under management*—among the nation’s largest asset management companies
  • Among the largest money market fund managers and providers of retail index funds
  • Headquartered in San Francisco, California, with offices in Texas, Ohio, Colorado, Indiana, New Jersey, Arizona, and Florida
  • Over 300 branches in 45 states, plus Puerto Rico and London

Charles Schwab Bank  A new kind of bank
  • Opened in April 2003 as a subsidiary of The Charles Schwab Corporation
  • $89 billion in balance sheet assets (as of 4/15/2013)
  • Member FDIC and an Equal Housing Lender

See the Schwab Bank Brochure for more details.