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A snapshot of the moments, milestones and impact that defined how we delivered for clients and helped them reach their financial goals.
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Who We Serve
Our 33,000 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*
$12.22
trillion
total client assets
38.9
million
brokerage accounts
9.92
million
daily average trades
2.3
million
banking accounts
$1.46
trillion
in proprietary mutual funds and ETFs
* Total client assets, brokerage accounts, banking accounts, and daily average trades are as of February 28, 2026. All other numbers are as of December 31, 2025.
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
- 2020
- 2020:Combining Two Award-Winning Companies
- 2019
- 2019:$0 Commissions on Online Stock, ETF, and Options Trades
- 2015
- 2015:Automated and Simple Investing
- 2013
- 2013:Accountability as Policy
- 2012
- 2012:A New 401(k) Option
- 2009
- 2009:Commission-Free ETFs
- 2006
- 2006:Affordable Professional Investment Advice
- 2005
- 2005:Checking Meets Investing
- 2002
- 2002:Quantitative Fact-Based Ratings
- 1996
- 1996:Low-Cost Online Trading
- 1992
- 1992:Mutual Funds: Access, Convenience, Low Cost
- 1987
- 1987:Financial Advisor Service Launches
- 1982
- 1982:Schwab Embraces 24/7 Service
- 1975
- 1975:Chuck Schwab Creates a Discount Brokerage
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Schwab continues to earn high ranking in the industry for its heritage of innovation, modern wealth management capabilities, and client service.
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.
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TD Ameritrade, Inc. (“Ameritrade”) Member SIPC, a subsidiary of The Charles Schwab Corporation (“Charles Schwab”), received the highest score in the do-it-yourself segment of the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study of investors’ satisfaction with self-directed investment firms. It is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
0126-4T3U, 0224-LNEE, 1223-3K9K
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
Schwab is committed to building an inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to protected veteran or disability status, or any status in any group or class protected by law. Click here to see the policy. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
Industry Awards
National Business Awards
National Workplace Awards
Regional Workplace Awards
Military Workplace Awards
Seeing “Through Clients’ Eyes” is the North Star that guides everything we do. Any recognition and awards we receive mean that we’re making a difference by helping improve peoples’ lives. And for that, we are extremely humble and proud.
Industry Awards
Customer satisfaction is our measuring stick. That’s why we push ourselves to give you an ever-improving experience with our products, our services, and our people. And being recognized as the best at what we do by our clients and industry means we’re on the right track.
Industry Awards
- Stockbrokers.com2026 #1 Overall Broker AwardSchwab secured the #1 Overall Broker award from Stockbrokers.com with #1 ranking in the following categories:
- Active Trading Desktop Platform (thinkorswim®)
- Advanced Trading
- Customer Service
- Ease of Use
- High Net Worth Investors
- Mobile Trading Apps
- Stock Research
The StockBrokers.com 2026 Annual Awards were given on January 27, 2026. The criteria, evaluation, and ranking were determined by StockBrokers.com. Companies were assessed in StockBrokers.com’s 7 Primary Categories: Range of Investments, Advanced Trading, Mobile Trading Apps, Research, Education, Ease of Use, and Overall. See the 2026 Annual Awards page for more information. - ForexBrokers.com2026 Broker Industry AwardSchwab secured the #1 Charting Technology award from ForexBrokers.com.Schwab also secured Best in Class* honors for: Overall | Education | Mobile Trading Apps | Professional Trading | Range of Investments | Research | Trading Platforms | Trust Score.*The “Best in Class” distinction means a top 5 finish within that category.The ForexBrokers.com 2026 Annual Awards were given on January 27, 2026. The criteria, evaluation, and ranking were determined by ForexBrokers.com. Companies were assessed in ForexBrokers.com’s 8 Primary Categories: Trading Fees, Range of Investments, Trading Platforms, Mobile Trading Apps, Research, Education, Trust Score, and Overall. See the 2026 Annual Awards page for more information.
- Investor’s Business Daily2025 Most Trusted Financial CompaniesSchwab was recognized as one of the most trusted firms in the investing industry, coming in at #1 in three categories: ETF & Fund Companies, Online Brokers, and Wealth Managers.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, and were based on consumer surveys conducted May-July 2025. https://www.investors.com/news/financial-companies-most-trusted-top-30-list-2025/
- Fortune2025 World’s Most Admired CompaniesCharles Schwab has been recognized as one of Fortune’s World’s Most Admired Companies for 2025.
- Kiplinger2025 Best Online Broker and Trading PlatformThe Kiplinger Best Online Brokers and Trading Platforms for 2025 survey was published by Kiplinger on September 9, 2025, and is for a 12-month timeframe. The criteria, evaluation, and ranking were determined Kiplinger. Click here for methodology. Schwab paid a licensing fee to Adcetera, for the use of the accolade and corresponding logos through October 15, 2026.
- Fortune2025 America’s Most Innovative CompaniesFortune America’s Most Innovative Companies 2025 was given on March 26, 2025, and expires on May 8, 2026. The criteria, evaluation, and ranking were determined by Fortune, partnered with Statista. Visit Fortune’s 2025 Most Innovative Companies for more information. Schwab paid a licensing fee to Fortune for use of the award and logos.
- J.D. PowerHighest in Investor Satisfaction with DIY Self-Directed ServicesAmeritrade, 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. TD Ameritrade, Inc. (“Ameritrade”) Member SIPC, a subsidiary of The Charles Schwab Corporation (“Charles Schwab”), received the highest score in the do-it-yourself segment of the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study of investors’ satisfaction with self-directed investment firms. It is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
- Investor’s Business Daily2024 Best Online Brokers Recognition12 Year Winner: Rated a Best Online BrokerIBD recognizes the top four brokers in 20 key performance categories that surveyed investors deemed important.The Third-party accolade was given on January 25, 2024, and is 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. https://www.investors.com/best-online-brokers-2024/ Schwab paid a licensing fee to York Graphic Services, LLC. for use of the award and logos.
National Business Awards
Improving the lives of our clients is the best recognition we can receive. But hearing from others that we’re doing a good job is pretty great, too.
National Business Awards
- Forbes2026 Best Customer ServiceForbes Best Customer Service List 2026 was given on November 11, 2025, and expires November 10, 2026. The criteria, evaluation, and ranking were determined by Forbes, partnered with HundredX. Click here for more information. Schwab paid a licensing fee to Forbes for use of the award and logos.
- U.S. News and World Report2025 Best Investing PlatformU.S. News & World Report’s Best Investing Platforms award was given on April 23, 2025. The criteria, evaluation, and ranking were determined by U.S. News & World Report. See U.S. News 2025 Best Investing Platform Methodology for more information. Schwab paid a licensing fee to U.S. News & World Report for use of the award and logos.
- Corporate Insight2025 #1 Overall Mobile AppCharles Schwab ranks #1 in retail investor digital experiences for mobile.Charles Schwab leads in mobile rankings in Corporate Insight’s 2025 Brokerage Experience Benchmarks, which evaluate the individual investor experience offered by 21 leading brokerage mobile apps. This research was independently conducted by Corporate Insight in Q1 2025. Participating firms did not pay to be included in the study. The Experience Benchmarks’ analytical frameworks are built on over 25 years of research to provide a clear view of how the nation’s top brokerage websites and mobile apps stack up against one another in terms of functionality, design, navigation, and usability.
- Corporate Insight2025 #2 Overall WebsiteCharles Schwab ranks #2 in retail investor digital experiences for website.Charles Schwab takes second in website rankings in Corporate Insight’s 2025 Brokerage Experience Benchmarks, which evaluate the individual investor experience offered by 21 leading brokerage websites. This research was independently conducted by Corporate Insight in Q1 2025. Participating firms did not pay to be included in the study. The Experience Benchmarks’ analytical frameworks are built on over 25 years of research to provide a clear view of how the nation’s top brokerage websites and mobile apps stack up against one another in terms of functionality, design, navigation, and usability.
- PLANSPONSOR®2025 Best in ClassWe are honored to receive the most Best in Class awards for 8 years in a row as rated in the 2024 PLANSPONSOR ® Defined Contribution (DC) Survey.1PLANSPONSOR award was given on February 25, 2025. The criteria, evaluation, and ranking were determined by PLANSPONSOR. See https://www.plansponsor.com/surveys/2025-dc-survey-plan-provider-service-ratings/?pagesec=4#Methodology for more information. A licensing fee has been paid to PLANSPONSOR for the use of the award logo, however Schwab did not pay any fees to be considered for the award.
- J.D. Power2024 #1 in Participant Satisfaction with Retirement Plan Digital ExperiencesCharles Schwab was ranked highest—3 out of the last 4 years. In 2024 the overall score of 753 out of 1000 was 50 points above industry average. It also scored highest in the categories of navigation, visual appeal, and information/content.For J.D. Power 2024 award information, visit jdpower.com/awards. Use of study results in promotional materials is subject to a license fee.
- Forbes2025 World’s Best BanksForbes World’s Best Banks 2025 was given on April 9, 2025, and expires on May 8, 2026. The criteria, evaluation, and ranking were determined by Forbes, partnered with Statista. Visit Forbes 2025 World’s Best Banks for more information. Schwab paid a licensing fee to Forbes for use of the award and logos.
- J.D. Power2025 Highest in Customer Satisfaction with Checking & Savings Accounts from Direct BanksSchwab Bank ranked highest in Customer Satisfaction with Checking Accounts from Direct Banks for the 7th year in a row. Schwab Bank also ranked highest in Customer Satisfaction for Direct Bank Savings Accounts.Charles Schwab received the highest score in the checking and savings segment of the J.D. Power 2025 U.S. Direct Banking Satisfaction Study, which measures overall satisfaction with direct branchless banks. Visit jdpower.com/awards for more details. The J.D. Power 2025 U.S. Direct Banking Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee.
- Investor’s Business Daily2024 Most Trusted BankFor the second year in a row, Schwab Bank, now the 11th-largest U.S. bank by deposits, took top honors in the banking category. With an overall trust rating of 87.4, it also came on top as the most trusted financial company in the U.S. across all eight business categories.Charles Schwab was also named one of the most trusted investment firms, with consumers ranking Schwab among the top two most trusted financial companies across four categories – ETF/Fund Company, Online Broker, Wealth Management and Banking.The IBD Most Trusted Bank award was given to Charles Schwab Bank on September 20, 2024, 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, and was based on consumer surveys conducted in 2024. Schwab paid a licensing fee to York Graphic Services, LLC. for the use of the award and logos.
- NerdWallet2024 Best Bank or Credit Union for ATM AccessSchwab Bank ATM, NerdWallet’s 2024 winner for Best Bank or Credit Union with ATM Access Bank or Credit Union with ATM Access, is based on a review done in October 2022. The criteria, evaluation, and ranking were determined by NerdWallet. Click here for more information