Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Business description: Charles Schwab

Sales by Activity: Charles Schwab

Geographical breakdown of sales: Charles Schwab

Managers: Charles Schwab

Members of the board: Charles Schwab

Shareholders: Charles Schwab

Company details: Charles Schwab

Group companies: Charles Schwab

Other Investment Banking & Brokerage Services

Sector

Real-time Estimate Cboe BZX Other stock markets 15:32:36 09/12/2024 GMT			5-day change	1st Jan Change
81.77 ^USD	+0.37%		+0.93%	+19.40%

03:34pm	The only way is up
01:03pm	Jefferies Adjusts Price Target on Charles Schwab to $94 From $84, Keeps Buy Rating	MT

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 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: 32,100

Fiscal Period: December	2019	2020	2021	2022	2023
Investor Services	7.62B	8.61B	14.46B	15.57B	14.4B
Advisor Services	3.1B	3.08B	4.06B	5.19B	4.43B

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Fiscal Period: December	2019	2020	2021	2022	2023
United States	10.72B	11.69B	18.52B	20.76B	18.84B

See all geographic segments

Director	Title	Age	Since
Walter Bettinger CEO	Chief Executive Officer	63	30/09/2008
Michael Verdeschi DFI	Director of Finance/CFO	-	30/09/2024
Rick Wurster PSD	President	51	14/10/2021
Dennis Howard CTO	Chief Tech/Sci/R&D Officer	55	31/08/2014
Tim Heier CTO	Chief Tech/Sci/R&D Officer	-	30/09/2014

See CHARLES SCHWAB governance

Manager	Title	Age	Since
Chuck Schwab CHM	Chairman	86	31/12/1985
Walter Bettinger CHM	Chairman	63	27/07/2022
Paula Sneed BRD	Director/Board Member	76	31/12/2001
Arun Sarin BRD	Director/Board Member	69	31/08/2009
Stephen Ellis BRD	Director/Board Member	61	30/09/2012
Christopher Dodds BRD	Director/Board Member	64	31/12/2013
John Adams BRD	Director/Board Member	68	28/01/2015
Frank Herringer BRD	Director/Board Member	81	31/12/1995
Joan Dea BRD	Director/Board Member	60	18/10/2017
Charles Ruffel BRD	Director/Board Member	68	14/05/2018

Composition of the Board of Directors

Name	Equities	%	Valuation
TD Luxembourg International Holdings SARL 10.42 %	185,425,391	10.42 %	15 346 M $
Vanguard Fiduciary Trust Co. 7.158 %	127,390,846	7.158 %	10 543 M $
Chuck Schwab 5.544 %	98,660,994	5.544 %	8 165 M $
Dodge & Cox 5.034 %	89,587,838	5.034 %	7 414 M $
T. Rowe Price International Ltd. 4.934 %	87,813,980	4.934 %	7 267 M $

Name	Equities	%	Valuation
Metropolitan West Asset Management LLC -	4,665,000	-	5 M $
TCW Investment Management Co LLC -	930,000	-	906 192 $
Flaherty & Crumrine, Inc. -	750,000	-	730 800 $
Curasset Capital Management LLC -	500,000	-	487 200 $
Ayalon Mutual Funds Ltd. -	300,000	-	292 320 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.5360 %	13,400,000	0.5360 %	12 M $
Virtus Fixed Income Advisers LLC 0.4082 %	10,206,000	0.4082 %	9 M $
Western Asset Management Co. Ltd. 0.0256 %	640,000	0.0256 %	559 808 $
Sanlam Multi Manager International (Pty) Ltd. 0.006640 %	166,000	0.006640 %	145 200 $
PMG Investment Solutions AG 0.000913 %	22,826	0.000913 %	19 966 $

Name	Equities	%	Valuation
Nuveen Asset Management LLC -	69,750,000	-	67 M $
Flaherty & Crumrine, Inc. -	1,150,000	-	1 M $
Cavanal Hill Investment Management, Inc. -	800,000	-	770 960 $
DoubleLine Capital LP -	760,000	-	732 412 $
Goldman Sachs Asset Management International -	475,000	-	457 758 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	3,775,000	-	4 M $
Quaestio Capital Management SGR SpA -	126,376	-	117 884 $
Jackson National Asset Management LLC -	33,000	-	30 782 $

Name	Equities	%	Valuation
Crossmark Global Holdings, Inc. 1.022 %	306,723	1.022 %	8 M $
Mengis Capital Management, Inc. 0.0563 %	16,903	0.0563 %	430 181 $
Estabrook Capital Management LLC 0.0307 %	9,200	0.0307 %	234 140 $
Capital Investment Trust Corp. 0.0267 %	8,001	0.0267 %	203 625 $
Eagle Bay Advisors LLC 0.003137 %	941	0.003137 %	23 948 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001441 %	205,096	0.001441 %	2 M $
BRAM - Bradesco Asset Management SA DTVM 0.000105 %	14,920	0.000105 %	153 107 $
Western Asset Management Company DTVM Ltda. 0.000008 %	1,102	0.000008 %	11 309 $
Morgan Stanley Administradora de Carteiras SA 0.000000 %	50	0.000000 %	513 $

Name	Equities	%	Valuation
Boyd Watterson Asset Management LLC 0.1531 %	36,750	0.1531 %	780 938 $
Roanoke Asset Management Corp. 0.0667 %	16,000	0.0667 %	340 000 $
First Merchants Bank (Muncie, Indiana) 0.0625 %	14,995	0.0625 %	318 644 $

Name	Equities	%	Valuation
TD Asset Management, Inc. -	50,893,695	-	4 212 M $
N.F.U. Mutual Unit Managers Ltd. -	23,210	-	2 M $

Name	Equities	%	Valuation
Nuveen Asset Management LLC -	69,484,000	-	69 M $
Virtus Fixed Income Advisers LLC -	4,607,000	-	5 M $
Smith Capital Investors LLC -	4,061,000	-	4 M $
CapitalatWork SA -	2,000,000	-	2 M $
CapitalatWork Management Co. SA -	700,000	-	695 730 $

List of CHARLES SCHWAB shareholders

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.schwab.com

Name	Category and Sector
Charles Schwab Asset Management (Ireland) Ltd. Charles Schwab Asset Management (Ireland) Ltd. Financial ConglomeratesFinance Part of The Charles Schwab Corp., Charles Schwab Asset Management (Ireland) Ltd. is a company headquartered in Dublin, Ireland, that provides financial intermediation services.	Financial Conglomerates
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 Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.	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
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

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Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
CHARLES SCHWAB	+0.37%	+0.93%	+28.32%	+1.85%	149B
MORGAN STANLEY	-0.53%	-0.52%	+57.39%	+29.60%	209B
THE GOLDMAN SACHS GROUP, INC.	-0.23%	+0.09%	+71.21%	+51.90%	197B
CITIGROUP INC.	+0.46%	+1.70%	+50.79%	+16.84%	136B
CITIC SECURITIES COMPANY LIMITED	-0.38%	+1.20%	+48.54%	+17.48%	60.07B
RAYMOND JAMES FINANCIAL, INC.	-1.34%	-3.00%	+49.89%	+65.35%	33.34B
CSC FINANCIAL CO., LTD.	+6.33%	+9.39%	+65.27%	+29.92%	26.56B
LPL FINANCIAL HOLDINGS INC.	+0.18%	+2.03%	+46.66%	+104.79%	24.53B
CHINA MERCHANTS SECURITIES CO., LTD.	-0.81%	+2.19%	+39.26%	+8.42%	22.74B
HUATAI SECURITIES CO., LTD.	-1.07%	+2.56%	+30.34%	+7.65%	21.58B
Average	+0.31%	-0.02%	+48.77%	+33.38%	88.12B
Weighted average by Cap.	+0.05%	-0.57%	+52.47%	+29.47%

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