![]() In addition to his professional commitments, Schwab takes an active interest in a variety of volunteer and non-profit activities. Schwab served as chairman and trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust and Laudus Institutional Trust, all registered investment companies, through 2015. He is also Chairman of Charles Schwab Bank. Schwab has been Chairman of The Charles Schwab Corporation since its inception and served as Chief Executive Officer for most of its history until October 2008. Today, the company has expanded from its roots as a discount brokerage and provides a full-service investing and banking experience to clients domestically and abroad, serving 32.5 million accounts. 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 is the nation's largest publicly traded investment services firm, with around $7.8 trillion in client assets. 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. 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. View resources from The Charles Schwab Corporation.Ĭharles "Chuck" R. Current market volatility represents unprecedented times for employers and employees to navigate.Retirement plan, stock plan and compliance solutions for employers, including those offered through our affiliate Charles Schwab & Co., Inc.acts as the recordkeeper for plans with $10M+ in assets under management and Charles Schwab Trust Bank acts as your plan's custodian and trustee. Use Plan Analytics to evaluate your retirement plan and the Plan Health Dashboard to dive even deeper.Understanding these principles can help you reach your financial goals.Find out what we're doing, and what you can do to help safeguard your information.Find out how you stack up by answering 18 simple questions.A step-by-step guide to help you prepare for retirement.Understand where your savings can do you the most good and what to save for first.Mastering the essentials will put you in charge.
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