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Charles Schwab Corp（CSC）是一家储蓄和贷款控股公司。该公司通过其子公司从事财富管理、证券经纪、银行、资产管理和财务咨询服务。该公司通过两个分部为个人和机构客户提供金融服务，即投资者服务分部和顾问服务分部。其中投资者服务分部提供零售经纪和银行服务、退休计划服务、以及其他公司经纪服务。顾问服务分部提供保管、交易和支持服务以及退休业务服务。该公司提供一系列产品来满足个人不断变化的投资及金融需求。其产品和服务包括经纪服务、共同基金、交易所交易基金（ETF）、咨询解决方案、银行业务和信托。其经纪业务提供了多种具有现金管理功能的经纪账户。