We are champions of investors and those who serve them. Since day one, we've set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures. Put the Client First Watch the video and learn how we use both technology and people to make investing easier and more accessible The Schwab Way Schwab was built around a simple idea: put the client first. Lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth. Opens in popup + Transcript Our purpose drives our every action. Our purpose is to champion every client's goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society. Our values are a way of doing business—not just a plaque on the wall. We place the highest value on: Earning our clients' trust by treating them in an ethical, empathetic, and proactive way. Constantly improving the client experience through innovation that benefits clients. Respecting fellow employees and reinforcing the power of teamwork. Being good stewards of our brand and stockholder value. Service is the heart of who we are. We always try to look at the world through our clients’ eyes because we believe our business should be about service, not sales. In fact, if for any reason clients aren’t happy with the service they get, we’ll refund the appropriate fees and work to make things right. "Today's consumers expect great value, a great experience, and a refund if they aren't satisfied. We believe a modern investing experience should deliver on these expectations—period." -Walt Bettinger Chief Executive Officer, Charles Schwab Our results speak for themselves. With our purpose and values as our North Star, we’ve grown from a small discount brokerage to a leading investment services firm, a custodian for independent advisors, and a leader in asset management and retirement planning. Total client assets* $7.98 Trillion Daily average trades 5.55 million Brokerage accounts* 32.8 million Corporate retirement plan participants 2.2 Million Banking accounts 1.6 Million Independent advisor firms served 13,000+ Total employees 32,400 All proprietary mutual funds and ETFs $566.7 Billion * Total client assets and brokerage accounts based on combined data for Schwab and TD Ameritrade as of October 31, 2021. Seeing Through Clients' Eyes See how our business strategy shapes our culture We measure ourselves not only by what we do, but how we do it. Every action and each decision is based on building trust and seeing things through the eyes of our clients. Opens in popup + Transcript Closing comment Ultimately, everything we do as a company—how we listen, how we solve, how we serve—is focused on helping our clients take ownership of their financial futures. 0617-7YFJ TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. 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. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2021 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. 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