Company patents
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. demonstrates a strong and sustained focus on core fintech innovation, with Business Methods & Fintech comprising 32.0% of its portfolio, alongside a significant commitment to underlying data infrastructure, as evidenced by Databases & Information Retrieval accounting for 29.9% of its patents. While patenting activity in categories like Natural Language Processing and Computer Vision saw rapid growth in 2025 (YoY +250.0% for both), their sharp decline to zero patents so far in 2026 suggests a potential shift in priority or a more selective approach to these advanced AI areas.
Patent Trend by Technology Area
Yearly patent publications since 2023
Product themes
Product-level themes inferred from filings since 2023, with category chips showing where each theme appears. Select a theme to filter the patents below.
147 US filings (since 2023) · 12 categories · 21 themes
Systems and methods for authenticating users, devices, or applications, authorizing their access to resources based on policies, and managing digital identities across various platforms.
Systems and methods for identifying and blocking unauthorized access, malicious activities, or abnormal behavior within a network by analyzing traffic, system logs, or behavioral patterns.
Systems that use user data, preferences, and machine learning to generate tailored advice, product recommendations, goal-setting plans, or contextual information for individuals across different domains.
User interface designs and systems that enable multiple users to interact with shared content, provide feedback, or coordinate activities, often across different devices or locations.
Platforms and methods for aggregating data from diverse sources, generating dynamic content, and delivering it efficiently to users, often involving social media, programmatic advertising, or interactive experiences within cloud environments.
Systems designed to streamline and automate various commercial transactions, including mobile-enhanced processes, secure online checkouts, customer service interactions, and privilege issuance, often leveraging digital authentication.
Systems that process data to provide personalized recommendations, predict events, or automate decision-making processes based on learned patterns, user behavior, or environmental factors.
Systems and methods utilizing artificial intelligence, particularly large language models and neural networks, to extract, summarize, generate, or categorize information from unstructured or semi-structured data sources.
Methods and systems for displaying complex data in three-dimensional graphical formats, allowing users to manipulate, explore, and derive insights from the data through interactive controls.
Methods and apparatus for improving the visual fidelity, resolution, or compression efficiency of video signals, often through advanced processing, up-scaling, or neural network-based filters.
Techniques and hardware architectures designed to efficiently generate and display complex 3D graphics, particularly for interactive applications like virtual reality, focusing on speed and visual quality.
Methods and systems for identifying, extracting, and structuring specific entities, relationships, or insights from text-based documents, often involving techniques like named entity recognition, relation extraction, or summarization.
Methods and systems for integrating, transforming, and managing complex or domain-specific data from disparate sources into a unified structure, often for specific applications like social networks, genomics, or business forms.
Technologies for establishing and maintaining secure communication channels between devices or networks, often employing encryption, secure protocols, or virtual private networks (VPNs).
Utilizing machine learning, particularly deep learning, to analyze medical data such as images, sensor readings, or physiological signals for disease prediction, diagnosis, or treatment assessment.
Methods and systems for efficiently allocating computing resources, balancing workloads, and managing power states to improve performance, reduce energy consumption, or enhance reliability in computing platforms.
Techniques for protecting data at rest or in backup, ensuring its integrity, confidentiality, and verifiable origin, often involving encryption, unique identifiers, or secure repositories.
Technologies for establishing and managing high-bandwidth, low-latency communication pathways between computing components, peripherals, or systems, focusing on signal integrity, synchronization, and interface standards.
Systems and methods for automating the lifecycle of machine learning models, including pipeline deployment, model management, versioning, and configuring for different inference environments.
AI systems designed to engage in natural language dialogue, maintain conversation state, understand user intent, and generate relevant responses, often across multiple communication channels or modalities.
Hardware and control techniques for optimizing memory access latency, ensuring data integrity, and managing storage resources efficiently. This includes error correction, read/write voltage control, and intelligent data placement or in-memory computation.
Patents
Showing 1-5 of 5
Interactive 3D Data Visualization