Charles Schwab & Co., Inc. is an investment banking and securities brokerage firm. The firm's services include investment advisory and trading, equity research, and online financial services. It also provides advisory services on estate planning, life insurance, and annuities. Charles Schwab & Co., Inc. was founded in 1971 and is based in San Francisco, California. Charles Schwab & Co., Inc. operates as a subsidiary of Schwab Holdings, Inc.