The Charles Schwab Corporation (SCHW)

業務介紹

嘉信理財公司及其子公司提供財富管理、證券經紀、銀行、資產管理、託管和財務諮詢服務。該公司經營兩個業務部門: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、退休計劃以及其他企業經紀服務;為股票計劃、股票期權、限制性股票、績效股份和股票增值權提供全面的記錄保管服務;以及零售投資者和共同基金結算服務,以及合規解決方案。顧問服務部門提供託管、交易、銀行和支持服務;以及退休業務和企業退休經紀服務。該部門提供包括股票和固定收益、保證金貸款、期權和期貨及外匯交易的經紀賬戶;包括第三方存款證的現金管理功能;第三方和自有的共同基金;以及共同基金交易和結算服務;以及交易所交易基金(ETF),包括自有和第三方ETF。它還提供諮詢解決方案,如自有和第三方共同基金和ETF的管理投資組合、單獨管理的賬戶、定制的個人建議以及專門的規劃和投資組合管理。此外,該部門還提供銀行產品和服務,包括支票和儲蓄賬戶、一級住宅房地產抵押貸款、房屋抵押貸款額度和質押資產額度;以及包括信託託管服務、個人信託報告服務和行政受託服務的信託服務。截至2021年12月31日,該公司在48個州和哥倫比亞特區擁有約400個國內分支機構,以及在波多黎各、英國、香港和新加坡的分支機構。嘉信理財公司於1971年註冊成立,總部位於德克薩斯州韋斯特湖。



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