Stock SCHW CHARLES SCHWAB
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Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Market Closed - Nyse
Other stock markets
 21:00:02 05/12/2025 GMT 		5-day change 1st Jan Change
93.82 USD -1.27% Intraday chart for Charles Schwab +1.18% +26.77%
12-04 191,000 and Confused Zonebourse
12-03 Charles Schwab CEO open to more M&A deals after $660 million purchase RE

Business description: Charles Schwab

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 (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: December20202021202220232024

Investor Services

8.61B 14.46B 15.57B 14.4B 15.56B

Advisor Services

3.08B 4.06B 5.19B 4.43B 4.05B
See all business segments

Geographical breakdown of sales: Charles Schwab

Fiscal Period: December20202021202220232024

United States

11.69B 18.52B 20.76B 18.84B 19.61B
See all geographic segments

Executive Committee: Charles Schwab

Manager TitleAgeSince
Rick Wurster CEO
 Chief Executive Officer 52 31/12/2024
Michael Verdeschi DFI
 Director of Finance/CFO 56 30/09/2024
Jason Clague COO
 Chief Operating Officer - 30/11/2009
Tim Heier CTO
 Chief Tech/Sci/R&D Officer - 30/09/2014
Dennis Howard CTO
 Chief Tech/Sci/R&D Officer 56 31/08/2014
See CHARLES SCHWAB governance

Composition of the Board of Directors: Charles Schwab

Director TitleAgeSince
Chuck Schwab CHM
 Chairman 87 31/12/1985
Walter Bettinger CHM
 Chairman 64 27/07/2022
Paula Sneed BRD
 Director/Board Member 77 31/12/2001
Arun Sarin BRD
 Director/Board Member 70 31/08/2009
Stephen Ellis BRD
 Director/Board Member 62 30/09/2012
Christopher Dodds BRD
 Director/Board Member 65 31/12/2013
John Adams BRD
 Director/Board Member 69 28/01/2015
Frank Herringer BRD
 Director/Board Member 82 31/12/1995
Joan Dea BRD
 Director/Board Member 61 18/10/2017
Charles Ruffel BRD
 Director/Board Member 69 14/05/2018
Composition of the Board of Directors

Shareholders: Charles Schwab

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
8.351 %
151,585,214 8.351 % 14 328 M $
BlackRock Advisors LLC
5.395 %
97,938,997 5.395 % 9 257 M $
Chuck Schwab
5.306 %
96,315,257 5.306 % 9 104 M $
Dodge & Cox
4.575 %
83,043,253 4.575 % 7 849 M $
STATE STREET CORPORATION
4.03 %
73,156,290 4.03 % 6 915 M $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
750,000 - 747 600 $
Curasset Capital Management LLC
-
500,000 - 498 400 $
TCW Investment Management Co. LLC
-
325,000 - 323 960 $
Quaestio Capital Management SGR SpA
-
186,823 - 186 225 $
Ayalon Mutual Funds Ltd.
-
100,000 - 99 680 $
NameEquities%Valuation
PIMCO Europe Ltd.
0.476 %
11,900,000 0.476 % 11 M $
Algebris Investments (US), Inc.
0.4254 %
10,636,000 0.4254 % 10 M $
PMG Investment Solutions AG
0.14 %
3,500,000 0.14 % 3 M $
Western Asset Management Co. Ltd.
0.0256 %
640,000 0.0256 % 596 864 $
Sanlam Multi Manager International (Pty) Ltd.
0.00664 %
166,000 0.00664 % 154 812 $
NameEquities%Valuation
Smith Capital Investors LLC
-
8,907,000 - 9 M $
Christian Brothers Investment Services, Inc.
-
2,560,000 - 3 M $
Franklin Templeton Investment Management Ltd. (Germany)
-
2,175,000 - 2 M $
Franklin Templeton Investments (ME) Ltd.
-
1,170,000 - 1 M $
Flaherty & Crumrine, Inc.
-
1,150,000 - 1 M $
NameEquities%Valuation
PIMCO Europe Ltd.
-
4,675,000 - 4 M $
Jackson National Asset Management LLC
-
33,000 - 31 693 $
Kohmann Bosshard Financial Services LLC
-
25,000 - 24 010 $
Quaestio Capital Management SGR SpA
-
18,947 - 18 197 $
NameEquities%Valuation
Mengis Capital Management, Inc.
0.055 %
16,503 0.055 % 414 390 $
Estabrook Capital Management LLC
0.0377 %
11,300 0.0377 % 283 743 $
Capital Investment Trust Corp.
0.0267 %
7,997 0.0267 % 200 805 $
Archer Investment Corp.
0.002 %
600 0.002 % 15 066 $
ORG Partners LLC
0.0001 %
30 0.0001 % 753 $
NameEquities%Valuation
NBC Securities, Inc.
0.000367 %
88 0.000367 % 1 756 $
NameEquities%Valuation
Caixa DTVM SA
0.001082 %
157,116 0.001082 % 2 M $
Convest Consultoria de Investimentos Ltda.
0.000016 %
2,300 0.000016 % 27 458 $
Morgan Stanley Administradora de Carteiras SA
0 %
50 0 % 597 $
List of CHARLES SCHWAB shareholders

Company details: Charles Schwab

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.schwab.com
address Charles Schwab(SCHW)

Group companies: Charles Schwab

NameCategory and Sector
Charles Schwab Asset Management (Ireland) Ltd.
Logo Charles Schwab Asset Management (Ireland) Ltd.

Charles Schwab Asset Management (Ireland) Ltd.

Provides financial intermediation services

Charles Schwab Premier Bank
Logo Charles Schwab Premier Bank

Charles Schwab Premier Bank

Operates as a federally chartered savings bank

Charles Schwab Premier Bank
Logo Charles Schwab Premier Bank

Charles Schwab Premier Bank

Operates as a federally chartered savings bank

Charles Schwab Trust Bank
Logo Charles Schwab Trust Bank

Charles Schwab Trust Bank

Operates as a state chartered savings bank

Charles Schwab Trust Bank
Logo Charles Schwab Trust Bank

Charles Schwab Trust Bank

Operates as a state chartered savings bank

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 Change 5d. change 1-year change 3-years change Capi.($)
CHARLES SCHWAB Stock Charles Schwab
-1.27%+1.18%+15.16%+16.42% 167B
MORGAN STANLEY Stock Morgan Stanley
+0.93%+4.04%+35.82%+101.70% 281B
THE GOLDMAN SACHS GROUP, INC. Stock The Goldman Sachs Group, Inc.
+2.00%+3.45%+42.50%+135.47% 268B
CITIGROUP INC. Stock Citigroup Inc.
+1.01%+5.10%+50.91%+142.06% 195B
CITIC SECURITIES COMPANY LIMITED Stock CITIC Securities Company Limited
+2.43%+0.98%-10.82%+33.30% 57.21B
RAYMOND JAMES FINANCIAL, INC. Stock Raymond James Financial, Inc.
+0.33%+4.21%-0.17%+40.54% 32.08B
LPL FINANCIAL HOLDINGS INC. Stock LPL Financial Holdings Inc.
+0.50%+4.20%+13.26%+63.40% 29.69B
HUATAI SECURITIES CO., LTD. Stock Huatai Securities Co., Ltd.
+2.78%+3.32%+17.02%+61.96% 26.31B
CSC FINANCIAL CO., LTD. Stock CSC Financial Co., Ltd.
+1.98%+3.60%+15.36%+73.77% 25.64B
NOMURA HOLDINGS, INC. Stock Nomura Holdings, Inc.
-3.27%+1.83%+29.82%+145.19% 22.64B
Average +0.74%+3.02%+20.89%+81.38% 110.37B
Weighted average by Cap. +0.90%+3.38%+31.87%+97.09%
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Ratings

Trader

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

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

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

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.

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BBB
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Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
20
Last Close Price
93.82USD
Average target price
111.61USD
Spread / Average Target
+18.96%
Consensus
EPS Estimates
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Quarterly revenue - Rate of surprise

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