Schwab Charles Corp  (SCHW)
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    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial

Schwab Charles Corp

Business Description

The Charles Schwab Corporation (CSC, and with its subsidiaries collectively referred to as the Company) was incorporated in 1986 and engages, through its subsidiaries,  in securities brokerage, banking, and related financial services. Charles Schwab & Co., Inc. (Schwab) was incorporated in 1971 and is a securities broker-dealer that entered the discount brokerage business in 1974. U.S. Trust Corporation (USTC,  and with its subsidiaries collectively referred to as U.S. Trust), which merged with CSC in 2000, is a wealth management firm that through its subsidiaries also provides fiduciary services and private banking services. Charles Schwab Bank,  N.A. (Schwab Bank), is a retail bank which commenced operations in April 2003.

Other subsidiaries of CSC include Charles Schwab Investment Management, Inc. (CSIM), Schwab Capital Markets L.P. (SCM), CyberTrader, Inc. (CyberTrader), and The Charles Schwab Trust Company (CSTC). CSIM is the investment advisor for Schwab's proprietary mutual funds. The Company refers to certain funds for which CSIM is the investment advisor as the SchwabFunds(R). SCM is a market maker in Nasdaq, exchange-listed, and other securities providing trade execution services primarily to broker-dealers and institutional clients. CyberTrader, a subsidiary acquired in 2000, is an electronic trading technology and brokerage  firm providing services to highly active, online traders. CSTC serves as trustee for employee benefit plans, primarily 401(k) plans.

The Company's primary strategy is to meet the financial services needs of individual  investors and independent IAs. To sustain and advance this core franchise, the Company remains focused on improving service for these clients and building stronger relationships with them. The Company provides investors and IAs with  products and services that are tailored to (a) support a full spectrum of investment  styles and life stages, and (b) utilize its scale in trading, operations, distribution and marketing.

The Company offers a broad range of products to address its clients' varying  investment and financial needs. Examples of these product offerings include:

- Brokerage - various asset management accounts including some with check-writing features, individual retirement accounts, Keogh accounts, 529 college savings  accounts, margin loans, and access to fixed income
securities, and equity and debt offerings;
- Banking - first mortgages, home equity lines of credit, certificates of deposit, demand deposit accounts, and private banking accounts; and
- Mutual funds - third-party mutual funds through Mutual Fund Marketplace(R), including no-load mutual funds through the Mutual Fund OneSource service, and  proprietary mutual funds from two fund families - SchwabFunds and Excelsior Funds.

In addition, the Company offers a wide array of services designed to meet the needs of independent, advised, and actively trading investors.
The Company's products and services are made available through its four segments - Individual Investor, Institutional Investor, Capital Markets, and U.S. Trust.

The Company faces significant competition from companies seeking to attract client financial assets, including traditional, discount and online brokerage firms, mutual fund companies, banks, and asset management and wealth management companies.

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