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5-day change | 1st Jan Change | ||
| 95.23 USD | -0.19% |
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+0.03% | -4.68% |
| 03-06 | US Equity Indexes Fell This Week as Tech Gains Fail to Offset Iran Blow | MT |
| 03-06 | Schwab Charles Insider Sold Shares Worth $1,369,897, According to a Recent SEC Filing | MT |
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: 33,000
Sales by Activity: Charles Schwab
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
Investor Services | 14.46B | 15.57B | 14.4B | 15.56B | 19B |
Advisor Services | 4.06B | 5.19B | 4.43B | 4.05B | 4.92B |
Geographical breakdown of sales: Charles Schwab
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
United States | 18.52B | 20.76B | 18.84B | 19.61B | 23.92B |
Executive Committee: Charles Schwab
| Manager | Title | Age | Since |
|---|---|---|---|
Rick Wurster
CEO | Chief Executive Officer | 53 | 31/12/2024 |
| Director of Finance/CFO | 57 | 30/09/2024 | |
Dennis Howard
COO | Chief Operating Officer | 57 | 28/01/2026 |
Tim Heier
CTO | Chief Tech/Sci/R&D Officer | - | 30/09/2014 |
Jeff Edwards
IRC | Investor Relations Contact | - | 30/11/2022 |
Composition of the Board of Directors: Charles Schwab
| Director | Title | Age | Since |
|---|---|---|---|
Chuck Schwab
CHM | Chairman | 88 | 31/12/1985 |
Walter Bettinger
CHM | Chairman | 65 | 27/07/2022 |
Paula Sneed
BRD | Director/Board Member | 78 | 31/12/2001 |
Arun Sarin
BRD | Director/Board Member | 70 | 31/08/2009 |
Stephen Ellis
BRD | Director/Board Member | 63 | 30/09/2012 |
| Director/Board Member | 66 | 31/12/2013 | |
John Adams
BRD | Director/Board Member | 70 | 28/01/2015 |
Frank Herringer
BRD | Director/Board Member | 83 | 31/12/1995 |
Joan Dea
BRD | Director/Board Member | 62 | 18/10/2017 |
Charles Ruffel
BRD | Director/Board Member | 70 | 14/05/2018 |
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.($) | ||
|---|---|---|---|---|---|---|
 | -0.19% | +0.03% | +27.60% | +27.06% | 167B | |
| -1.40% | -3.75% | +34.35% | +66.84% | 254B | |
| -1.68% | -4.44% | +46.77% | +137.35% | 253B | |
| -2.22% | -3.32% | +51.19% | +108.56% | 186B | |
| +0.84% | -3.43% | -4.17% | +28.86% | 55.41B | |
| -2.72% | -0.67% | +6.05% | +44.08% | 29.97B | |
| -1.06% | +4.39% | -6.09% | +23.43% | 25.11B | |
| +0.15% | -4.72% | +15.21% | +60.65% | 24.84B | |
| +2.48% | -3.59% | +14.46% | +45.04% | 23.67B | |
| +1.05% | -14.18% | +29.13% | +120.04% | 23.14B | |
| Average | -0.48% | -4.02% | +21.45% | +66.19% | 104.31B | |
| Weighted average by Cap. | -1.15% | -4.99% | +34.44% | +81.87% |
Sector
Trader
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Investor
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Quarterly revenue - Rate of surprise
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