|
gptkbp:instance_of
|
gptkb:Investment_Management
|
|
gptkbp:assets
|
$400 billion
|
|
gptkbp:awards
|
Top Wealth Manager 2021
Best Investment Advisory Firm 2020
|
|
gptkbp:client
|
24/7 Customer Service
Dedicated Advisors
|
|
gptkbp:client_base
|
Institutional Investors
Retail Investors
|
|
gptkbp:community_involvement
|
Charitable Contributions
Financial Literacy Programs
|
|
gptkbp:customer_feedback
|
Positive Reviews
High Satisfaction Ratings
|
|
gptkbp:customer_support
|
gptkb:Workshops
Webinars
|
|
gptkbp:financial_products
|
gptkb:trust
Retirement Accounts
529 Plans
Taxable Accounts
|
|
gptkbp:founded
|
gptkb:1986
|
|
gptkbp:future_plans
|
Technological Advancements
Expansion of Services
|
|
gptkbp:headquarters
|
gptkb:San_Francisco,_California
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Schwab Investment Advisory
|
|
gptkbp:investment
|
gptkb:Risk_Management
gptkb:Bonds
Mutual Funds
Market Analysis
Equities
Long-term Growth
ETFs
Economic Forecasting
|
|
gptkbp:investment_strategy
|
Active Management
Asset Allocation
Diversification
Passive Investing
|
|
gptkbp:marketing_strategy
|
Digital Marketing
Content Marketing
|
|
gptkbp:number_of_employees
|
Over 1,000
|
|
gptkbp:parent_company
|
gptkb:Charles_Schwab_Corporation
|
|
gptkbp:parent_organization
|
gptkb:Charles_Schwab_Corporation
|
|
gptkbp:partnerships
|
Various Financial Institutions
|
|
gptkbp:regulatory_compliance
|
gptkb:SEC
gptkb:Investment_Advisers_Act_of_1940
Fiduciary Duty
|
|
gptkbp:services_provided
|
gptkb:Investment_Management
Financial Planning
|
|
gptkbp:sustainability_practices
|
ESG Investing
Socially Responsible Investing
|
|
gptkbp:target_client
|
gptkb:Individuals
Institutions
|
|
gptkbp:uses_technology
|
Client Management Software
Proprietary Trading Platforms
|
|
gptkbp:website
|
www.schwab.com
|
|
gptkbp:bfsParent
|
gptkb:Charles_Schwab_Corporation
|
|
gptkbp:bfsLayer
|
6
|