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Charles Schwab | Charles Schwab
Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...
Small Business | Charles Schwab
Understand how to choose which retirement plan fits your business, and money management tips for side gigs and freelance work.
Restricted Stock | Charles Schwab
Learn about restricted stock units (RSUs) and restricted stock awards (RSAs), a form of equity compensation that awards shares of company stock.
Cryptocurrency | Charles Schwab
Get our take on digital currencies to help you figure out if they're right for you.
SIMPLE IRA Basic Plan Document | Charles Schwab
This document contains the legal provisions of your Schwab SIMPLE IRA plan.
How to Read Your Brokerage 1099 Form | Charles Schwab
The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.
Wasmer Schroeder Strategies | Charles Schwab
For more than 35 years, Wasmer Schroeder Strategies has focused on simplifying fixed income investing by building and professionally managing fixed income strategies across a wide range of portfolio objectives.
Schwab Brokerage: Trust Account | Charles Schwab
Schwab One Trust Accounts protect and manage your assets. No monthly service fees. Available for any size estate and most trusts.
We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.
Debt Management | Charles Schwab
Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.