Governance Charles Schwab

SCHW

US8085131055

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 21:00:02 10/07/2025 BST			5-day change	1st Jan Change
93.04 ^USD	+0.78%		+1.86%	+25.71%

07-10	Deutsche Bank Adjusts Price Target on Charles Schwab Corp to $104 From $100, Maintains Buy Rating	MT
07-10	Barclays Adjusts Price Target on Charles Schwab Corp to $106 From $89, Maintains Overweight Rating	MT

Executive Committee: Charles Schwab

Manager

Positions heldSince

Rick Wurster

52 year

Chief Executive Officer	31/12/2024
President	14/10/2021

Peter Morgan

60 year

General Counsel	30/09/2019
Corporate Secretary	30/09/2019

Shannon L. Jurecka

55 year

Human Resources Officer

31/12/2024

Michael Verdeschi

56 year

Director of Finance/CFO

30/09/2024

Stacy Hammond

Sales & Marketing

31/12/2000

Jeff Edwards

Investor Relations Contact

30/11/2022

Jason Clague

Chief Operating Officer

30/11/2009

Dennis Howard

56 year

Chief Tech/Sci/R&D Officer

31/08/2014

Mitch Mantua

Comptroller/Controller/Auditor

31/12/2015

Tim Heier

Chief Tech/Sci/R&D Officer

30/09/2014

Adele Taylor

Chief Administrative Officer

31/08/2024

Composition of the Board of Directors: Charles Schwab

Director

CommitteesSince

Chuck Schwab

87 year

Chairman

31/12/1985

Arun Sarin

69 year

Governance Committee
Nominating Committee
Compensation Committee	29/10/2015
HR Committee
Governance Committee Chair
Nominating Committee Chair

Marianne Brown

66 year

Audit Committee	12/03/2020
Governance Committee Chair
Nominating Committee Chair	18/03/2015
Finance Committee Chair
Governance Committee	11/12/2023

Joan Dea

61 year

Audit Committee	22/04/2013
Compensation Committee
Governance Committee	18/10/2017
Nominating Committee	18/10/2017

Stephen Ellis

62 year

Audit Committee	30/09/2012
Governance Committee	27/02/2013
Nominating Committee	27/02/2013

Frank Herringer

82 year

Compensation Committee	31/12/1995
Governance Committee Chair	31/12/1995
Nominating Committee Chair	31/12/1995

Paula Sneed

77 year

Compensation Committee Chair

30/12/2020

John Adams

69 year

Audit Committee Chair

Gerri Martin-Flickinger

62 year

Audit Committee

31/07/2020

Todd Ricketts

55 year

Audit Committee

01/10/2020

Christopher Dodds

65 year

Director/Board Member	31/12/2013
Independent Dir/Board Member	31/12/2013

Charles Ruffel

69 year

Director/Board Member	14/05/2018
Independent Dir/Board Member	14/05/2018

Walter Bettinger

64 year

Chairman

27/07/2022

Rick Wurster

52 year

Director/Board Member

31/12/2024

Carrie Schwab-Pomerantz

65 year

Director/Board Member

25/10/2022

Latest Appointments: Charles Schwab

Forge Global Holdings, Inc. Announces Board Changes	03-18	CI
Peter Crawford Joins Focus Financial Board	02-04	CI
TD Bank Appoints Jacqueline Sanjuas As Global Head of Financial Crime Risk Management	01-23	MT
Charles Schwab Chief Executive to Retire After 16 Years in Top Role; Successor Named	01/10/24	MT
Correction: Charles Schwab CEO Walt Bettinger to Retire at Year-End, Rick Wurster Named Successor	01/10/24	MT

More news

Former Officers and Directors: Charles Schwab

Insider

Positions held

SinceUntil

Joseph Martinetto

Chief Operating Officer	31/12/2017	27/06/2024
Director of Finance/CFO	31/12/2006	31/12/2016

Roger Walther

Director/Board Member	31/12/1988	30/12/2020
Independent Dir/Board Member	31/12/1988	30/12/2020

Stephen T. McLin

Director/Board Member	31/12/1987	11/05/2020
Independent Dir/Board Member	31/12/1987	11/05/2020

Robert Wilson

Director/Board Member	31/12/2002	14/01/2019
Independent Dir/Board Member	31/12/2002	14/01/2019

C. Preston Butcher

Director/Board Member	31/12/1987	14/05/2018
Independent Dir/Board Member	31/12/1987	14/05/2018

Nancy Hellman Bechtle

Director/Board Member	31/12/1991	18/10/2017
Independent Dir/Board Member	31/12/1991	18/10/2017

Carrie Elizabeth Dwyer

General Counsel	31/12/1995	11/05/2015
Corporate Secretary	31/12/1995	11/05/2015

William Aldinger

Director/Board Member

31/12/2004

12/05/2010

Donald G. Fisher

Director/Board Member

31/12/1987

31/12/2008

Marjorie Magner

Director/Board Member

31/12/2005

20/05/2008

Charles Goldman

Corporate Officer/Principal

31/12/2000

31/12/2007

Evelyn Dilsaver

Corporate Officer/Principal

30/11/1991

30/06/2007

Deborah McWhinney

Corporate Officer/Principal

31/12/2000

20/05/2007

James L. Bailey

Corporate Officer/Principal

31/12/2003

28/02/2007

David Bruce Yoffie

Director/Board Member

31/12/2002

William Atwell

Corporate Officer/Principal

31/07/2000

30/11/2005

Nancy M. Bergstrom

Corporate Officer/Principal

31/12/1985

03/07/2005

Alan Weber

Corporate Officer/Principal

31/12/2004

Lon Gorman

Director/Board Member

31/05/1996

31/10/2004

Daniel O. Leemon

Corporate Officer/Principal

31/08/1995

31/05/2004

Neil I. Pohl

Corporate Officer/Principal

24/04/2004

Gideon Sasson

Chief Tech/Sci/R&D Officer

31/12/2003

Mary S. McLeod

Human Resources Officer

31/12/2000

31/12/2003

Brian Michael McDowell

Corporate Officer/Principal

Jay L. Allen

Chief Administrative Officer	30/04/2014	-
Human Resources Officer	30/09/2007	30/04/2014

John Coghlan

Director/Board Member

31/12/1985

31/12/2002

Tom Carr

Corporate Officer/Principal

31/12/1992

30/05/2002

Randy W. Merk

Corporate Officer/Principal

31/12/2001

Joni R. Alt

Corporate Officer/Principal

29/12/2001

Geoffrey J. Penney

Chief Tech/Sci/R&D Officer

31/10/2001

Linnet F. Deily

Director/Board Member	31/12/1999	31/12/2000
Corporate Officer/Principal	31/12/1995	31/12/2000

Robert Straus

Corporate Officer/Principal

30/12/2000

Ben Douglas

Corporate Officer/Principal

31/12/1998

30/12/2000

Howard T. Alter

Corporate Officer/Principal

31/12/1997

31/12/1998

Sean Mayberry

Corporate Officer/Principal

30/12/1998

Mary Templeton

General Counsel

31/12/1991

31/12/1997

G. Robert Hanley

Corporate Officer/Principal

31/12/1994

30/12/1997

Maurisa Sommerfield

Corporate Officer/Principal

31/12/1993

Beverly Troxler O'Grady

Director/Board Member

31/12/1991

30/12/1993

Jeffrey M. Lyons

Corporate Officer/Principal

31/12/1983

Stacie Blair

Corporate Officer/Principal

Sean Kimble

Human Resources Officer

Joshua Greenberg

Corporate Officer/Principal

Jason Trow

Corporate Officer/Principal

Joseph Vietri

Corporate Officer/Principal

Suresh Kumar Reddy Muthukuru

Corporate Officer/Principal

Leonid Blyukher

Corporate Officer/Principal

Heidi Francis-Paizis

Human Resources Officer

Glenn S. Flego

Corporate Officer/Principal

Dean Douglas Kohmann

Corporate Officer/Principal

Jim Conning

Corporate Officer/Principal

Marc Edmondson

Corporate Officer/Principal

Deb Casados

Human Resources Officer

Jeannie Finkel

Human Resources Officer

Art Shaw

Corporate Officer/Principal

Beth Devin

Corporate Officer/Principal

Wilton Paul Risenhoover

Corporate Officer/Principal

Bing Chang

Corporate Officer/Principal

Paul Joseph

Corporate Officer/Principal

Noor Sweid

Corporate Officer/Principal

Christi Olson

Corporate Officer/Principal

Anthony M. Frank

Corporate Officer/Principal

Veronica Ortiz

Corporate Officer/Principal

Greg Gable

Public Communications Contact

George Pratt Shultz

Director/Board Member

Carrie L. Boyko

Corporate Officer/Principal

31/12/1990

30/12/1996

Rob Smith

Corporate Officer/Principal

Rande Spiegelman

Corporate Officer/Principal

John D. Burke

Corporate Officer/Principal

Stein Andre Olavsrud

Corporate Officer/Principal

Brent DeVore

Corporate Officer/Principal

Yuko DuBois

Corporate Officer/Principal

Salina W. Yeung

Corporate Officer/Principal

Ryan Lynn Brown

Corporate Officer/Principal

Debora Caley

Corporate Officer/Principal

Richard G. Fowler

Investor Relations Contact

Petra Sipe

Corporate Officer/Principal

Mary Kelley

Sales & Marketing

Matt Blake

Corporate Officer/Principal

Stephen John Dreiling

Corporate Officer/Principal

Jason T. Rosener

Corporate Officer/Principal

Robert Klapper

Corporate Officer/Principal

Jeff Cusack

Comptroller/Controller/Auditor

Scott E. Martin

Corporate Officer/Principal

James Donelan

Chief Tech/Sci/R&D Officer

Mike Jump

Corporate Officer/Principal

Anurang Revrei

Corporate Officer/Principal

Mark Loehr

Corporate Officer/Principal

Richard Arnold

Director of Finance/CFO

Elsa Chan

Corporate Officer/Principal

Woodson M. Hobbs

Chief Tech/Sci/R&D Officer

Age distribution of managers

Parity Men Women

Male	20
Female	13

Of which Executive Committee

Male	9
Female	2

Of which Directors

Male	10
Female	5

Revisions

Revenue revisions (1 year)

Revenue revisions (4 months)

Revenue revisions (1 month)

EPS revisions (1 year)

EPS revisions (4 months)

ESG MSCI

BBB

ESG

Environment

Social

Governance

Controversy

Ethical controversies

Human rights controversies

Tax subsidies controversies

Sharia compliant

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.

Employees

32,100

Sector

Investment Banking & Brokerage Services

Calendar

07-17 - Q2 2025 Earnings Release

More about the company