The Charles Schwab Corporation (SCHW)

業務介紹

查爾斯·施瓦布公司及其子公司提供財富管理、證券經紀、銀行、資產管理、保管和財務諮詢服務。該公司分為兩個部門：投資者服務和顧問服務。投資者服務部門提供零售經紀、投資諮詢、銀行和信託、退休計劃和其他企業經紀服務；股權報酬計劃提供股票計劃、股票期權、限制性股票、績效股份和股票增值權的全方位記錄服務；還提供零售投資者和共同基金的清算服務，以及合規解決方案。顧問服務部門提供保管、交易、銀行和支援服務；退休業務和企業經紀退休服務。該部門提供股票、固定收益、保證金貸款、期權、期貨和外匯交易的經紀帳戶；現金管理能力，包括第三方存款證書；第三方和自家品牌的共同基金；以及共同基金交易和清算服務；還包括自家和第三方的交易所交易基金（ETF）。此外，該部門還提供建議解決方案，如自家和第三方共同基金和ETF的管理投資組合、分開管理的帳戶、針對度身定制投資組合的個人化建議，以及專業規劃和投資組合管理。此外，該部門還提供銀行產品和服務，包括支票和儲蓄帳戶、首次抵押住宅房地產貸款、房屋產權信貸和抵押資產信貸；以及信託服務，包括信託保管服務、個人信託報告服務和行政受託人服務。截至2021年12月31日，該公司在美國48個州和哥倫比亞特區擁有約400個國內分支機構，並在波多黎各、英國、香港和新加坡設有辦事處。查爾斯·施瓦布公司成立於1971年，總部位於德克薩斯州韋斯特雷克。

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

公司網址

https://www.schwab.com