|
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 95.08 USD | -0.39% |
|
-6.78% | -4.83% |
| 12/02 | For stock market, AI turns from lifting all boats to sinking ships | RE |
| 12/02 | For stock market, AI turns from lifting all boats to sinking ships | RE |
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: 32,700
Sales by Activity: Charles Schwab
| Fiscal Period: December | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) |
|---|---|---|---|---|---|
Investor Services | 860.8Cr | 1.45TCr | 1.56TCr | 1.44TCr | 1.56TCr |
Advisor Services | 308.3Cr | 405.9Cr | 519.2Cr | 443.2Cr | 404.8Cr |
Geographical breakdown of sales: Charles Schwab
| Fiscal Period: December | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) |
|---|---|---|---|---|---|
United States | 1.17TCr | 1.85TCr | 2.08TCr | 1.88TCr | 1.96TCr |
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 | |
Dennis Howard
COO | Chief Operating Officer | 57 | 29/01/2026 |
Tim Heier
CTO | Chief Tech/Sci/R&D Officer | - | 01/10/2014 |
Jeff Edwards
IRC | Investor Relations Contact | - | 01/12/2022 |
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. Provides financial intermediation services | |
Charles Schwab Premier Bank
 Charles Schwab Premier Bank Operates as a federally chartered savings bank | |
Charles Schwab Premier Bank
Charles Schwab Premier Bank Operates as a federally chartered savings bank | |
Charles Schwab Trust Bank
 Charles Schwab Trust Bank Operates as a state chartered savings bank | |
Charles Schwab Trust Bank
Charles Schwab Trust Bank Operates as a state chartered savings bank |
Other Investment Banking & Brokerage Services
| Change | 5d. change | 1-year change | 3-years change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -0.39% | -6.78% | +15.56% | +18.17% | 17TCr | |
| -4.24% | +1.59% | +39.38% | +143.63% | 30TCr | |
| -4.88% | -4.42% | +22.57% | +70.72% | 28TCr | |
| -5.32% | -3.97% | +36.77% | +121.81% | 21TCr | |
| -0.61% | -1.48% | -1.41% | +32.97% | 5.93TCr | |
| -0.75% | -5.99% | -2.29% | +41.40% | 3.13TCr | |
| +0.28% | +5.88% | +38.87% | +171.12% | 2.76TCr | |
| -0.97% | +0.09% | +26.97% | +77.01% | 2.75TCr | |
| -2.56% | -11.37% | -10.16% | +37.43% | 2.71TCr | |
| -1.55% | +1.92% | +30.73% | +60.61% | 2.49TCr | |
| Average | -1.55% | -1.92% | +19.70% | +77.49% | 11.48TCr | |
| Weighted average by Cap. | -2.16% | -1.95% | +26.39% | +89.71% |
Sector
Trader
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
Quarterly revenue - Rate of surprise
- Stock Market
- Equities
- SCHW Stock
- Company Charles Schwab
Select your edition
All financial news and data tailored to specific country editions
MarketScreener is also available in this country: United States.
Switch edition