Abstract: The article examines the features of the financial transformation and strategic development of the international investment management company Charles Schwab Corporation. The purpose of the study is to analyze the key aspects of the company’s financial transformation and strategic development within the context of its modern business model, competitive advantages, digital solutions, and market trends.

The theoretical and methodological basis of the research includes the principles of investment management theory, strategic management, corporate governance, as well as contemporary scientific approaches to assessing the digital transformation of financial companies. The methodological toolkit comprises structural-dynamic analysis, comparative analysis, financial analytics methods, content analysis of corporate reports, and elements of scenario modeling. The article reveals the evolution of the Charles Schwab Corporation business model—from a discount broker to a comprehensive financial ecosystem. Particular attention is paid to the transformation of revenue sources, including the growth of net interest income and asset management fees, the impact of digital platforms on operational efficiency, and the development of managed investing, robo-advisory, ETFs, ESG products, and crypto ETPs. It is established that the implementation of the «Through Clients’ Eyes» principle has ensured a stable organic inflow of assets into the company. A SWOT analysis was conducted, allowing the systematization of the company’s strengths and weaknesses as well as opportunities and threats stemming from market and macroeconomic factors. Based on the obtained results, practical recommendations were developed for the corporation’s further strategic development, including the enhancement of asset management efficiency, expansion of ESG and innovative products, deepening of digitalization, strengthening of risk management, and expansion of global presence. The practical significance of the study lies in the fact that its findings can be used in the development of strategic models for financial companies.