Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Business description: Charles Schwab

Sales by Activity: Charles Schwab

Geographical breakdown of sales: Charles Schwab

Executive Committee: Charles Schwab

Composition of the Board of Directors: Charles Schwab

Shareholders: Charles Schwab

Company details: Charles Schwab

Group companies: Charles Schwab

Other Investment Banking & Brokerage Services

Sector

Market Closed - Nyse Other stock markets 01:30:02 10/07/2025 am IST			5-day change	1st Jan Change
92.32 ^USD	+0.40%		+1.26%	+24.74%

09/07	Wolfe Research Adjusts Price Target on Charles Schwab to $108 From $103, Maintains Outperform Rating	MT
09/07	Jefferies Adjusts Price Target on Charles Schwab to $104 From $88	MT

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 offers retirement plans services.

At the end of 2023, the products and services are ensured through a network of over 380 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapore.

Number of employees: 32,100

Fiscal Period: December	2020	2021	2022	2023	2024
Investor Services	860.8Cr	1.45TCr	1.56TCr	1.44TCr	1.56TCr
Advisor Services	308.3Cr	405.9Cr	519.2Cr	443.2Cr	404.8Cr

See all business segments

Fiscal Period: December	2020	2021	2022	2023	2024
United States	1.17TCr	1.85TCr	2.08TCr	1.88TCr	1.96TCr

See all geographic segments

Manager	Title	Age	Since
Rick Wurster CEO	Chief Executive Officer	52	01/01/2025
Michael Verdeschi DFI	Director of Finance/CFO	56	01/10/2024
Jason Clague COO	Chief Operating Officer	-	01/12/2009
Dennis Howard CTO	Chief Tech/Sci/R&D Officer	56	01/09/2014
Tim Heier CTO	Chief Tech/Sci/R&D Officer	-	01/10/2014

See CHARLES SCHWAB governance

Director	Title	Age	Since
Chuck Schwab CHM	Chairman	87	01/01/1986
Walter Bettinger CHM	Chairman	64	28/07/2022
Paula Sneed BRD	Director/Board Member	77	01/01/2002
Arun Sarin BRD	Director/Board Member	69	01/09/2009
Stephen Ellis BRD	Director/Board Member	62	01/10/2012
Christopher Dodds BRD	Director/Board Member	65	01/01/2014
John Adams BRD	Director/Board Member	69	29/01/2015
Frank Herringer BRD	Director/Board Member	82	01/01/1996
Joan Dea BRD	Director/Board Member	61	19/10/2017
Charles Ruffel BRD	Director/Board Member	69	15/05/2018

Composition of the Board of Directors

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 8.186 %	14,83,95,252	8.186 %	13 540 M $
Chuck Schwab 5.35 %	9,69,96,626	5.35 %	8 850 M $
BlackRock Advisors LLC 5.196 %	9,41,97,268	5.196 %	8 595 M $
Dodge & Cox 4.896 %	8,87,50,655	4.896 %	8 098 M $
T. Rowe Price International Ltd. 4.526 %	8,20,48,984	4.526 %	7 486 M $

Name	Equities	%	Valuation
Metropolitan West Asset Management LLC -	46,65,000	-	5 M $
TCW Investment Management Co. LLC -	9,30,000	-	923 304 $
Flaherty & Crumrine, Inc. -	7,50,000	-	744 600 $
Curasset Capital Management LLC -	5,00,000	-	496 400 $
Ayalon Mutual Funds Ltd. -	3,50,000	-	347 480 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.476 %	1,19,00,000	0.476 %	11 M $
Virtus Fixed Income Advisers LLC 0.4176 %	1,04,41,000	0.4176 %	10 M $
Western Asset Management Co. Ltd. 0.0256 %	6,40,000	0.0256 %	591 744 $
Scottish Widows Schroder Person Wealth (ACD) Ltd. 0.0184 %	4,60,000	0.0184 %	425 316 $
Sanlam Multi Manager International (Pty) Ltd. 0.00664 %	1,66,000	0.00664 %	153 484 $

Name	Equities	%	Valuation
Franklin Templeton Investment Management Ltd. (Germany) -	31,25,000	-	3 M $
Christian Brothers Investment Services, Inc. -	21,40,000	-	2 M $
Franklin Templeton Investments (ME) Ltd. -	11,70,000	-	1 M $
Flaherty & Crumrine, Inc. -	11,50,000	-	1 M $
Cavanal Hill Investment Management, Inc. -	8,00,000	-	784 640 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	46,75,000	-	4 M $
Quaestio Capital Management SGR SpA -	1,26,376	-	121 093 $
Jackson National Asset Management LLC -	33,000	-	31 621 $
Kohmann Bosshard Financial Services LLC -	25,000	-	23 955 $

Name	Equities	%	Valuation
Mengis Capital Management, Inc. 0.0533 %	16,003	0.0533 %	394 634 $
Estabrook Capital Management LLC 0.0307 %	9,200	0.0307 %	226 872 $
Capital Investment Trust Corp. 0.0267 %	7,995	0.0267 %	197 157 $
Archer Investment Corp. 0.002 %	600	0.002 %	14 796 $
1620 Investment Advisors, Inc. 0.00185 %	555	0.00185 %	13 686 $

Name	Equities	%	Valuation
Boyd Watterson Asset Management LLC 0.1531 %	36,750	0.1531 %	696 045 $
NBC Securities, Inc. 0.000367 %	88	0.000367 %	1 667 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001393 %	2,02,106	0.001393 %	2 M $
BRAM - Bradesco Asset Management SA DTVM 0.000103 %	14,920	0.000103 %	168 996 $
Convest Consultoria de Investimentos Ltda. 0.000016 %	2,300	0.000016 %	26 052 $
Western Asset Management Company DTVM Ltda. 0.000008 %	1,102	0.000008 %	12 482 $
Morgan Stanley Administradora de Carteiras SA 0 %	50	0 %	566 $

List of CHARLES SCHWAB shareholders

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.schwab.com

Name	Category and Sector
Charles Schwab Asset Management (Ireland) Ltd. Charles Schwab Asset Management (Ireland) Ltd. Financial ConglomeratesFinance Part of The Charles Schwab Corp., Charles Schwab Asset Management (Ireland) Ltd. is a company headquartered in Dublin, Ireland, that provides financial intermediation services.	Financial Conglomerates
TD Ameritrade Clearing, Inc. TD Ameritrade Clearing, Inc. Investment Banks/BrokersFinance Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD).	Investment Banks/Brokers
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.	Investment Managers
TD Ameritrade, Inc. TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.	Investment Banks/Brokers
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Investment Managers

See all subsidiaries

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
CHARLES SCHWAB	+0.40%	+1.26%	+26.05%	+43.44%	17TCr
MORGAN STANLEY	+0.30%	+0.34%	+40.72%	+84.48%	23TCr
THE GOLDMAN SACHS GROUP, INC.	-0.10%	-1.40%	+49.86%	+134.95%	20TCr
CITIGROUP INC.	+0.26%	-0.56%	+32.51%	+83.23%	16TCr
CITIC SECURITIES COMPANY LIMITED	-0.75%	+1.53%	+58.91%	+34.54%	5.61TCr
RAYMOND JAMES FINANCIAL, INC.	+0.69%	+2.60%	+35.06%	+74.97%	3.18TCr
LPL FINANCIAL HOLDINGS INC.	-0.70%	+2.10%	+39.77%	+109.47%	3.07TCr
CSC FINANCIAL CO., LTD.	+0.57%	+1.73%	+96.29%	+35.47%	2.36TCr
HUATAI SECURITIES CO., LTD.	-0.99%	+1.29%	+51.68%	+31.53%	2.18TCr
CHINA MERCHANTS SECURITIES CO., LTD.	-0.51%	+0.11%	+28.29%	+25.25%	2.05TCr
Average	-0.01%	+0.67%	+45.92%	+65.73%	9.42TCr
Weighted average by Cap.	+0.25%	+0.28%	+40.94%	+81.71%

See all sector performances

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services