Schwab Stock Plan Services

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. 

Social Media Disclosures

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (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. The Charles Schwab Corporation does not endorse third-party comments.

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 is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. 

This profile 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.

© 2022 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab



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Charles Schwab

Congratulations to our 2023 Charles Schwab Scholars in Financial Planning!

As a part of our commitment to helping people grow and own their futures, Charles Schwab Foundation endowed a $3.5 million scholarship program to create career opportunities for underrepresented students majoring in financial planning. 

In the words of Alan, one of our 2023 recipients, “It is important to continue to diversify this field – with diversification, we get new ideas, greater representation, and a better understanding of others and their cultures.”
 
Learn more about the program at https://lnkd.in/gw3DVZfi. 

Purdue University
The University of Arizona Norton School of Human Ecology
The University of Akron
W. P. Carey School of Business – Arizona State University
Virginia Tech

We can't wait to participate in "The Cultural Experience" celebration today hosted by the Black Professionals at Charles Schwab (BPACS)! Get warmed up with this trivia question. #BlackHistoryMonth #SchwabLife

Let's take a closer look at what factors you should consider when saving for a rainy day or an emergency fund. https://bit.ly/3HOktD8

Schwabbies like Kris bring an unmatched level of commitment to their communities, and we’re honored to support them every step of the way. #Schwab4Good

Curious on whether a recession is coming? Or ever wondered what to do if you or someone you love becomes disabled? Schwab's podcasts have you covered. Take a listen to some of the best episodes of 2023. https://bit.ly/3OvxuFC

#Podcast #Choiceology #FinancialDecoder

It’s Groundhog Day—again. Now may be a good time to review your portfolio to make sure things are on track. You don’t want to repeat mistakes of the past—again.

Owning a home is one way to build wealth, but as a first-time home buyer there's more to consider than just the financial side. Here's a way to look at the bigger picture.

Chris experienced bouts of homelessness from middle school to college and had to live one day at a time to make it through. But he persevered and was determined to change his future. Learn how Chris became Schwab's "Motivation Man." #SchwabLife https://bit.ly/49embcN

A budget is perhaps the single most important tool for understanding how to manage your money. Check out these tips if you're looking for help getting started with yours: https://bit.ly/47Wp2Gh

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.

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The Charles Schwab Corporation

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