Schwab Insights

What is Schwab?

Charles Schwab Corporation is a multinational financial services company. It provides a full range of brokerage, banking, and financial advisory services to individual investors and independent investment advisors. Common uses include brokerage accounts for trading stocks, ETFs, and other securities, retirement planning and investment management.

Find organizations using Schwab on Sumble →

What other technologies are related to Schwab?

Schwab Competitor Technologies

Fidelity

Fidelity is a direct competitor to Schwab, offering similar brokerage and investment services.

mentioned alongside Schwab in 41% (584) of relevant job posts

TD Ameritrade

TD Ameritrade, now part of Schwab, was a direct competitor to Schwab, offering similar brokerage and investment services.

mentioned alongside Schwab in 58% (90) of relevant job posts

Pershing

Pershing is a clearing and custody firm that competes with Schwab Advisor Services for advisor business.

mentioned alongside Schwab in 33% (113) of relevant job posts

Schwab Complementary Technologies

Tamarac Advisor View

Tamarac Advisor View is a portfolio management and reporting system that can be integrated with Schwab Advisor Services, serving as a complementary technology for financial advisors.

mentioned alongside Schwab in 79% (52) of relevant job posts

Practifi

Practifi is a business management platform for financial advisors that can integrate with Schwab's offerings to provide a more comprehensive solution.

mentioned alongside Schwab in 44% (54) of relevant job posts

Black Diamond

Black Diamond is a portfolio management and reporting platform that competes with and complements Schwab's offerings by providing advanced analytics and reporting capabilities, often used by RIAs.

mentioned alongside Schwab in 10% (81) of relevant job posts