Charles Schwab (SCHW) supply chain

Source: Bullionaire IQ. These are curated relationships, not proof of a complete supply chain. Company relationships may change; check sources before making investment decisions.

Suppliers and upstream dependencies (3)

• Schwab Digital Brokerage Platform

  web, mobile, trading and account systems provide retail clients access to markets and financial products

• Schwab Advisor Services Custody Platform

  technology and custody services support independent registered investment advisers and their end clients

• Workplace Financial Services

  retirement-plan, stock-plan and workplace financial platforms connect employers and employees to Schwab services

Customers and downstream relationships (3)

• Retail Investors

  individual investors hold cash and securities, trade, save and use advisory products through Schwab accounts

• Independent RIAs

  registered investment advisers custody client assets and operate practices using Schwab Advisor Services

• Workplace Participants

  employees use retirement and stock-plan services administered through Schwab workplace platforms