CHARLES SCHWAB & CO., INC.

478 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2,978+140 YoYRank #8 of mapped providers

Assets under administration$936.9B1.0%Market share · rank #12

Fees received$879MMedian $7,198/planSum across Schedule C direct + indirect

Net wins YoY+164563 won · 399 lostPlan-level switch detection

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