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Market Closed -
Other stock markets
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5-day change | 1st Jan Change | ||
| 88.61 USD | -0.64% |
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-3.20% | -11.31% |
Business description: Charles Schwab
- brokerage and banking services to individual investors (79.4%). The group also offers retirement plans services;
- investment services to institutional investors and independent financial advisers (20.6%).
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: 33,500
Sales by Activity: Charles Schwab
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
Investor Services | 1.45TCr | 1.56TCr | 1.44TCr | 1.56TCr | 1.9TCr |
Advisor Services | 405.9Cr | 519.2Cr | 443.2Cr | 404.8Cr | 492.2Cr |
Geographical breakdown of sales: Charles Schwab
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
United States | 1.85TCr | 2.08TCr | 1.88TCr | 1.96TCr | 2.39TCr |
Executive Committee: Charles Schwab
| Manager | Title | Age | Since |
|---|---|---|---|
Rick Wurster
CEO | Chief Executive Officer | 53 | 01/01/2025 |
| Director of Finance/CFO | 57 | 01/10/2024 | |
| Chief Administrative Officer | 56 | - | |
Tim Heier
CTO | Chief Tech/Sci/R&D Officer | - | 01/10/2014 |
Dennis Howard
COO | Chief Operating Officer | 57 | 29/01/2026 |
Composition of the Board of Directors: Charles Schwab
| Director | Title | Age | Since |
|---|---|---|---|
Chuck Schwab
CHM | Chairman | 88 | 01/01/1986 |
Walter Bettinger
CHM | Chairman | 65 | 28/07/2022 |
Paula Sneed
BRD | Director/Board Member | 78 | 01/01/2002 |
Arun Sarin
BRD | Director/Board Member | 70 | 01/09/2009 |
Stephen Ellis
BRD | Director/Board Member | 63 | 01/10/2012 |
| Director/Board Member | 66 | 01/01/2014 | |
John Adams
BRD | Director/Board Member | 70 | 29/01/2015 |
Frank Herringer
BRD | Director/Board Member | 83 | 01/01/1996 |
Joan Dea
BRD | Director/Board Member | 62 | 19/10/2017 |
Charles Ruffel
BRD | Director/Board Member | 70 | 15/05/2018 |
Company details: Charles Schwab
Group companies: Charles Schwab
| Name | Category and Sector |
|---|---|
Charles Schwab Asset Management (Ireland) Ltd.
 Charles Schwab Asset Management (Ireland) Ltd. Financial ConglomeratesFinance Provides financial intermediation services |
Financial Conglomerates
|
Charles Schwab Premier Bank
 Charles Schwab Premier Bank Savings BanksFinance Operates as a federally chartered savings bank |
Savings Banks
|
Charles Schwab Premier Bank
Charles Schwab Premier Bank Savings BanksFinance Operates as a federally chartered savings bank |
Savings Banks
|
Charles Schwab Trust Bank
 Charles Schwab Trust Bank Savings BanksFinance Operates as a state chartered savings bank |
Savings Banks
|
Charles Schwab Trust Bank
Charles Schwab Trust Bank Savings BanksFinance Operates as a state chartered savings bank |
Savings Banks
|
Other Investment Banking & Brokerage Services
| Change | 5d. change | 1-year change | 3-years change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -0.64% | -3.20% | +4.90% | +84.84% | 15TCr | |
| +1.54% | +1.54% | +58.66% | +128.86% | 30TCr | |
| +1.15% | +1.38% | +65.13% | +188.35% | 29TCr | |
| -2.74% | -1.48% | +75.72% | +169.88% | 21TCr | |
| -1.03% | -0.99% | +5.48% | +18.51% | 5.74TCr | |
| +0.52% | -1.20% | +6.16% | +78.73% | 3.01TCr | |
| -1.97% | -4.74% | -15.79% | +57.67% | 2.43TCr | |
| +0.71% | +8.24% | +83.29% | +161.95% | 2.4TCr | |
| -1.14% | -0.21% | +16.81% | +26.47% | 2.39TCr | |
| -2.00% | +1.12% | +31.58% | +21.13% | 2.38TCr | |
| Average | -0.56% | -0.25% | +33.19% | +93.64% | 11.43TCr | |
| Weighted average by Cap. | -0.03% | -0.01% | +49.69% | +133.50% |
Sector
Trader
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Investor
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Global
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ESG MSCI
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Quarterly revenue - Rate of surprise
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