Schwab Charles & Co Inc is a broker dealer firm based in Westlake, Texas that charles schwab & co., inc. is the principal broker-dealer subsidiary of the charles schwab corporation, offering brokerage, custody, trading, banking and wealth management to retail investors and independent registered investment advisors. through schwab advisor services it provides custodial, operational and trading support to fee-based advisors. as of december 31, 2024 the firm reported about $10.10 trillion in client assets and 36.5 million active brokerage accounts. They serve clients in United States. Schwab Charles & Co Inc is listed on The Token Playbook's vetted provider registry at thetokenplaybook.com/registry/schwab-charles-co-inc.