CHARLES SCHWAB Company Charles Schwab Deutsche Boerse AG
Equities
SWG
US8085131055
Investment Banking & Brokerage Services
|
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 71.21 EUR | +1.37% |
|
-0.13% | +11.66% |
| 05-01 | Schwab Charles Insider Sold Shares Worth $8,970,429, According to a Recent SEC Filing | MT |
| 04-26 | Schwab Charles Insider Sold Shares Worth $413,855, According to a Recent SEC Filing | MT |
Business Summary
- 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.
Number of employees: 32,600
Sales per Business
| USD in Million | 2022 | Weight | 2023 | Weight | 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 Million | 2022 | Weight | 2023 | Weight | Delta |
|---|---|---|---|---|---|
United States
100.0
%
| 20,762 | 100.0 % | 18,837 | 100.0 % | -9.27% |
Managers
| Managers | Title | Age | Since |
|---|---|---|---|
Walter Bettinger
CEO | Chief Executive Officer | 63 | 31/12/94 |
Chuck Schwab
FOU | Founder | 86 | 31/12/85 |
Rick Wurster
PSD | President | 51 | 14/10/21 |
Peter Crawford
DFI | Director of Finance/CFO | 55 | 31/12/00 |
Dennis Howard
CTO | Chief Tech/Sci/R&D Officer | 55 | 31/08/14 |
Tim Heier
CTO | Chief Tech/Sci/R&D Officer | - | 31/07/99 |
| Chief Operating Officer | 61 | 31/12/96 | |
| Director/Board Member | 64 | 31/12/85 | |
Jeff Edwards
IRC | Investor Relations Contact | - | - |
Nigel Murtagh
PRN | Corporate Officer/Principal | 60 | 31/12/99 |
Members of the board
| Members of the board | Title | Age | Since |
|---|---|---|---|
Chuck Schwab
FOU | Founder | 86 | 31/12/85 |
| Director/Board Member | 64 | 31/12/85 | |
Walter Bettinger
CEO | Chief Executive Officer | 63 | 31/12/94 |
Frank Herringer
BRD | Director/Board Member | 81 | 31/12/95 |
Paula Sneed
BRD | Director/Board Member | 76 | 31/12/01 |
Bharat Masrani
BRD | Director/Board Member | 67 | 01/10/20 |
Marianne Brown
BRD | Director/Board Member | 65 | 31/07/20 |
| Director/Board Member | 64 | 25/10/22 | |
Stephen Ellis
BRD | Director/Board Member | 61 | 30/09/12 |
Todd Ricketts
BRD | Director/Board Member | 54 | 01/10/20 |
Share class
| Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
|---|---|---|---|---|---|
| Stock A | 0 | 600,000 | 0 | 0 | 80.12 % |
| 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 | 2,026,736,048 | 1,664,657,390 ( 82.13 %) | 250,678,452 ( 12.37 %) |
Company contact information
Group companies
| Name | Category and Sector |
|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). |
Investment Managers
|
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
|
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
|
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 U.K. Ltd.
 Charles Schwab U.K. Ltd. Regional BanksFinance Part of The Charles Schwab Corp., Charles Schwab U.K. Ltd. is a business development office. The private company is based in London, UK. |
Regional Banks
|
Investment Banks/Brokers
| |
Charles Schwab Futures & Forex LLC
 Charles Schwab Futures & Forex LLC Miscellaneous Commercial ServicesCommercial Services Part of The Charles Schwab Corp., Charles Schwab Futures & Forex LLC is an American company that provides business support services. The private company is located in the US. |
Miscellaneous Commercial Services
|
Charles Schwab Trust Bank
 Charles Schwab Trust Bank Savings BanksFinance Part of The Charles Schwab Corp., Charles Schwab Trust Bank provides directed trustee or custodian services for retirement plans, employee benefit plans, and savings plans. The private company is based in Henderson, NV and is a member of FDIC. The company also serves as a trustee for collective trust funds. As of January 31, 2020, they have over $293 billion in total assets. The company provides trust, custody, and deposit products and services to employee benefit plans. Investment products are not insured by FDIC or any other type of deposit insurance and involve investment risks, including possible loss of principal invested. |
Savings Banks
|
Charles Schwab Europe Ltd.
|
Sector
Sales per Business
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +1.14% | 152B | |
| +14.64% | 150B | |
| +21.71% | 117B | |
| -5.69% | 36.34B | |
| +12.74% | 25.79B | |
| -8.55% | 21.05B | |
| +19.72% | 20.23B | |
| +37.43% | 16.82B | |
| +7.48% | 16.08B |
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