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Charles Schwab is a financial services company offering banking, trading and wealth management advisory services to both retail and institutional clients. It has $3.3 trillion in client assets and employees over 32,000 employees. Charles Schwab Investment Management, Inc. managed approximately $524.7 billion on a discretionary basis and approximately $16.1 billion on a non-discretionary basis. CSIM provides non-discretionary advisory services to the Schwab Trust Bank Collective Investment Trusts, including research and recommendations relating to asset allocation, portfolio construction, cash-flow monitoring and advisor selection and retention. Some trusts include multiple unit classes.As a broker/dealer, Schwab is one of the largest across the United States. It has over 1,200 financial advisors and operates in more than 330 brick-and-mrtar locations, serving 7,000 registered investment advisors. Schwab was recognized in 2020 as the winner through the Industry Awards for the Best Alternative Investment Marketplace.

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