MELANY's data-driven read on The Charles Schwab Corporation · Security Brokers, Dealers & Flotation Companies.
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, holding $11.9 trillion in client assets across brokerage, banking, asset management, custody, financial advisory, and wealth management at the end of 2025. Although known mainly for its retail brokerage, it derives most of its revenue and profit from Charles Schwab Bank and its asset management segment.
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