Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Market Closed - Nyse 21:00:01 28/05/2024 BST 5-day change 1st Jan Change
70.79 USD -2.05% Intraday chart for Charles Schwab -10.28% +2.89%

Business Summary

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: 32,600

Sales per Business

USD in Million2022Weight2023Weight 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 Million2022Weight2023Weight Delta
United States
100.0 %
20,762 100.0 % 18,837 100.0 % -9.27%

Managers

Managers TitleAgeSince
Chief Executive Officer 63 31/12/94
Founder 86 31/12/85
President 51 14/10/21
Director of Finance/CFO 55 31/12/00
Chief Tech/Sci/R&D Officer 55 31/08/14
Chief Tech/Sci/R&D Officer - 31/07/99
Chief Operating Officer 61 31/12/96
Director/Board Member 64 31/12/85
Investor Relations Contact - -
Corporate Officer/Principal 60 31/12/99

Members of the board

Members of the board TitleAgeSince
Founder 86 31/12/85
Director/Board Member 64 31/12/85
Chief Executive Officer 63 31/12/94
Director/Board Member 81 31/12/95
Director/Board Member 76 31/12/01
Director/Board Member 67 01/10/20
Director/Board Member 65 31/07/20
Director/Board Member 64 25/10/22
Director/Board Member 61 30/09/12
Director/Board Member 54 01/10/20

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 600,000 0 0 80.27 %
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 2,024,484,524 1,665,902,168 ( 82.29 %) 247,203,220 ( 12.21 %)

Shareholders

NameEquities%Valuation
The Toronto-Dominion Bank /New York Branch/
12.73 %
226,085,359 12.73 % 16 932 M $
Vanguard Fiduciary Trust Co.
6.811 %
120,963,133 6.811 % 9 059 M $
98,678,219 5.556 % 7 390 M $
Dodge & Cox
4.859 %
86,297,094 4.859 % 6 463 M $
BlackRock Advisors LLC
4.345 %
77,170,056 4.345 % 5 779 M $
T. Rowe Price International Ltd.
4.071 %
72,306,560 4.071 % 5 415 M $
61,539,248 3.465 % 4 609 M $
JPMorgan Investment Management, Inc.
2.286 %
40,602,908 2.286 % 3 041 M $
Massachusetts Financial Services Co.
1.732 %
30,753,371 1.732 % 2 303 M $
Geode Capital Management LLC
1.635 %
29,043,523 1.635 % 2 175 M $
NameEquities%Valuation
Metropolitan West Asset Management LLC
-
4,670,000 - 4 M $
Flaherty & Crumrine, Inc.
-
750,000 - 698 475 $
Curasset Capital Management LLC
-
500,000 - 465 650 $
TCW Investment Management Co LLC
-
355,000 - 330 612 $
Ayalon Mutual Funds Ltd.
-
250,000 - 232 825 $
Quaestio Capital Management SGR SpA
-
84,701 - 78 882 $
MFS Institutional Advisors, Inc.
-
0 - - $
NameEquities%Valuation
PIMCO Europe Ltd.
0.9040 %
22,600,000 0.9040 % 17 M $
Western Asset Management Co. Ltd.
0.005200 %
130,000 0.005200 % 96 863 $
Amundi Canada, Inc.
0.001000 %
25,000 0.001000 % 18 628 $
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - $
Virtus Fixed Income Advisers LLC
0.000000 %
0 0.000000 % - $
PMG Investment Solutions AG
0.000000 %
0 0.000000 % - $
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
DoubleLine Capital LP
-
760,000 - 698 896 $
Manulife Investment Management (Taiwan) Co., Ltd.
-
251,075 - 230 889 $
Jackson National Asset Management LLC
-
242,000 - 222 543 $
National Investment Services of America LLC
-
25,000 - 22 990 $
Cavanal Hill Investment Management, Inc.
-
4 - 4 $
NameEquities%Valuation
PIMCO Europe Ltd.
-
6,375,000 - 6 M $
Innovative Portfolios LLC
-
175,000 - 153 423 $
Jackson National Asset Management LLC
-
33,000 - 28 931 $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
1.008 %
302,470 1.008 % 8 M $
Mengis Capital Management, Inc.
0.0597 %
17,903 0.0597 % 446 680 $
Estabrook Capital Management LLC
0.0307 %
9,200 0.0307 % 229 540 $
Cribstone Capital Management LLC
0.002187 %
656 0.002187 % 16 367 $
Archer Investment Corp.
0.002000 %
600 0.002000 % 14 970 $
Financial Gravity Asset Management, Inc.
0.000130 %
39 0.000130 % 973 $
ORG Partners LLC
0.000100 %
30 0.000100 % 749 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Caixa DTVM SA
0.001487 %
211,286 0.001487 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000203 %
28,840 0.000203 % 266 805 $
Western Asset Management Company DTVM Ltda.
0.000001 %
182 0.000001 % 1 684 $
NameEquities%Valuation
Boyd Watterson Asset Management LLC
0.1698 %
40,750 0.1698 % 816 223 $
Roanoke Asset Management Corp.
0.0667 %
16,000 0.0667 % 320 480 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
TD Asset Management, Inc.
-
50,893,695 - 3 811 M $
NameEquities%Valuation
Virtus Fixed Income Advisers LLC
-
4,607,000 - 5 M $
CapitalatWork SA
-
2,000,000 - 2 M $
DoubleLine Capital LP
-
850,000 - 832 405 $
CapitalatWork Management Co. SA
-
700,000 - 685 510 $
JOHCM (USA), Inc.
-
700,000 - 685 510 $
Flaherty & Crumrine, Inc.
-
253,000 - 247 763 $
Alantra Wealth Management Gestión SGIIC SA
-
250,058 - 244 882 $
Montecito Bank & Trust (Invt Mgmt)
-
100,000 - 97 930 $
FMR Investment Management (UK) Ltd.
-
50,000 - 48 965 $

Company contact information

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

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

Group companies

NameCategory and Sector
Financial Conglomerates
Investment Banks/Brokers
Investment Managers
Investment Managers
Regional Banks
Savings Banks
Investment Banks/Brokers
Investment Banks/Brokers
Charles Schwab Europe Ltd.
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