CHARLES SCHWAB CORPORATION
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The Charles Schwab Corporation, through its subsidiaries, provides securities brokerage, banking, and related financial services to individual and institutional investors primarily in the United States. It provides various asset management accounts; individual retirement accounts; 401(k) record keeping and other retirement plan services to corporations and professional organizations; 529 college savings accounts; and margin loans, as well as access to fixed income securities, and equity and debt offerings. The company also offers first mortgages, home equity lines of credit, pledged-asset mortgages, checking accounts linked to brokerage accounts, certificates of deposit, demand deposit accounts, and credit cards. In addition, it provides third-party mutual funds, including no-load mutual funds; proprietary mutual funds; and mutual fund trading and clearing services to broker-dealers. Further, the company provides custodial, trading, technology, practice management, and other support services to independent investment advisors. It also has operations in the United Kingdom and Hong Kong. The company was founded in 1971 and is headquartered in San Francisco, California.