Company Charles Schwab Börse Stuttgart

Equities

SWG

US8085131055

Investment Banking & Brokerage Services

Market Closed - Börse Stuttgart 04:45:17 31/05/2024 pm IST 5-day change 1st Jan Change
65.55 EUR +1.69% Intraday chart for Charles Schwab -1.86% +4.13%

Business Summary

The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows:

- brokerage and banking services to individual investors (73.6%);

- investment services to institutional investors (26.4%). Besides, the group proposes retirement plans services.

At the end of 2020, the products and services are ensured through a network of over 400 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapor.

Sales per Business

USD in Million2022Weight2023Weight Delta
Investor Services
76.5 %
15,570 75.0 % 14,405 76.5 % -7.48%
Advisor Services
23.5 %
5,192 25.0 % 4,432 23.5 % -14.64%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
20,762 100.0 % 18,837 100.0 % -9.27%

Managers

Managers TitleAgeSince
Chief Executive Officer 63 01/95/01
Founder 86 01/86/01
President 51 15/21/15
Director of Finance/CFO 55 01/01/01
Chief Tech/Sci/R&D Officer 55 01/14/01
Chief Tech/Sci/R&D Officer - 01/99/01
Chief Operating Officer 61 01/97/01
Director/Board Member 64 01/86/01
Investor Relations Contact - -
Corporate Officer/Principal 60 01/00/01

Members of the board

Members of the board TitleAgeSince
Founder 86 01/86/01
Director/Board Member 64 01/86/01
Chief Executive Officer 63 01/95/01
Director/Board Member 81 01/96/01
Director/Board Member 76 01/02/01
Director/Board Member 67 02/20/02
Director/Board Member 65 01/20/01
Director/Board Member 64 26/22/26
Director/Board Member 61 01/12/01
Director/Board Member 54 02/20/02

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 600,000 0 0 80.27 %
Stock B 0 4,884 0 0
Stock C 0 750,000 0 0
Stock D 0 50,893,695 0 0
Stock E 1 2,024,484,524 1,665,902,168 ( 82.29 %) 247,203,220 ( 12.21 %)

Shareholders

NameEquities%Valuation
The Toronto-Dominion Bank /New York Branch/
12.73 %
226,085,359 12.73 % 16 932 M €
Vanguard Fiduciary Trust Co.
6.811 %
120,963,133 6.811 % 9 059 M €
98,678,219 5.556 % 7 390 M €
Dodge & Cox
4.859 %
86,297,094 4.859 % 6 463 M €
BlackRock Advisors LLC
4.345 %
77,170,056 4.345 % 5 779 M €
T. Rowe Price International Ltd.
4.071 %
72,306,560 4.071 % 5 415 M €
61,539,248 3.465 % 4 609 M €
JPMorgan Investment Management, Inc.
2.286 %
40,602,908 2.286 % 3 041 M €
Massachusetts Financial Services Co.
1.732 %
30,753,371 1.732 % 2 303 M €
Geode Capital Management LLC
1.635 %
29,043,523 1.635 % 2 175 M €
NameEquities%Valuation
Metropolitan West Asset Management LLC
-
4,670,000 - 4 M €
Flaherty & Crumrine, Inc.
-
750,000 - 698 475 €
Curasset Capital Management LLC
-
500,000 - 465 650 €
TCW Investment Management Co LLC
-
355,000 - 330 612 €
Ayalon Mutual Funds Ltd.
-
250,000 - 232 825 €
Quaestio Capital Management SGR SpA
-
84,701 - 78 882 €
MFS Institutional Advisors, Inc.
-
0 - - €
NameEquities%Valuation
Western Asset Management Co. Ltd.
0.005200 %
130,000 0.005200 % 96 863 €
Amundi Canada, Inc.
0.001000 %
25,000 0.001000 % 18 628 €
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - €
Virtus Fixed Income Advisers LLC
0.000000 %
0 0.000000 % - €
PIMCO Europe Ltd.
0.000000 %
0 0.000000 % - €
PMG Investment Solutions AG
0.000000 %
0 0.000000 % - €
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - €
NameEquities%Valuation
DoubleLine Capital LP
-
760,000 - 698 896 €
Manulife Investment Management (Taiwan) Co., Ltd.
-
251,075 - 230 889 €
Jackson National Asset Management LLC
-
242,000 - 222 543 €
National Investment Services of America LLC
-
25,000 - 22 990 €
Cavanal Hill Investment Management, Inc.
-
4 - 4 €
NameEquities%Valuation
PIMCO Europe Ltd.
-
6,375,000 - 6 M €
Innovative Portfolios LLC
-
175,000 - 153 423 €
Jackson National Asset Management LLC
-
33,000 - 28 931 €
NameEquities%Valuation
Crossmark Global Holdings, Inc.
1.008 %
302,470 1.008 % 8 M €
Mengis Capital Management, Inc.
0.0597 %
17,903 0.0597 % 446 680 €
Estabrook Capital Management LLC
0.0307 %
9,200 0.0307 % 229 540 €
Cribstone Capital Management LLC
0.002187 %
656 0.002187 % 16 367 €
Archer Investment Corp.
0.002000 %
600 0.002000 % 14 970 €
Financial Gravity Asset Management, Inc.
0.000130 %
39 0.000130 % 973 €
ORG Partners LLC
0.000100 %
30 0.000100 % 749 €
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - €
NameEquities%Valuation
Caixa DTVM SA
0.001487 %
211,286 0.001487 % 2 M €
Bram Bradesco Asset Management S/A DTVM
0.000203 %
28,840 0.000203 % 266 805 €
Western Asset Management Company DTVM Ltda.
0.000001 %
182 0.000001 % 1 684 €
NameEquities%Valuation
Boyd Watterson Asset Management LLC
0.1698 %
40,750 0.1698 % 816 223 €
Roanoke Asset Management Corp.
0.0667 %
16,000 0.0667 % 320 480 €
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - €
NameEquities%Valuation
TD Asset Management, Inc.
-
50,893,695 - 3 811 M €
NameEquities%Valuation
Virtus Fixed Income Advisers LLC
-
4,607,000 - 5 M €
CapitalatWork SA
-
2,000,000 - 2 M €
DoubleLine Capital LP
-
850,000 - 832 405 €
CapitalatWork Management Co. SA
-
700,000 - 685 510 €
JOHCM (USA), Inc.
-
700,000 - 685 510 €
Flaherty & Crumrine, Inc.
-
253,000 - 247 763 €
Alantra Wealth Management Gestión SGIIC SA
-
250,058 - 244 882 €
Montecito Bank & Trust (Invt Mgmt)
-
100,000 - 97 930 €
FMR Investment Management (UK) Ltd.
-
50,000 - 48 965 €

Company contact information

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com
address Charles Schwab(SWG)

Group companies

NameCategory and Sector
Financial Conglomerates
Investment Banks/Brokers
Investment Managers
Investment Managers
Regional Banks
Regional Banks
Savings Banks
Investment Banks/Brokers
Investment Banks/Brokers