Company Charles Schwab Corporation (The) CINNOBER BOAT

Equities

0L3I

US8085131055

Investment Banking & Brokerage Services

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Ratings for Charles Schwab Corporation (The)

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Investment Banking & Brokerage Services

Real-time Estimate Cboe BZX Other stock markets 18:41:26 06/05/2024 BST			5-day change	1st Jan Change
76.42 ^USD	0.00%		0.00%	0.00%

05-01	Schwab Charles Insider Sold Shares Worth $8,970,429, According to a Recent SEC Filing	MT
04-26	Schwab Charles Insider Sold Shares Worth $413,855, According to a Recent SEC Filing	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.

USD in Million	2022	Weight	2023	Weight	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%

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	20,762	100.0 %	18,837	100.0 %	-9.27%

Managers	Title	Age	Since
Walter Bettinger CEO	Chief Executive Officer	63	31/12/94
Chuck Schwab FOU	Founder	86	31/12/85
Rick Wurster PSD	President	51	14/10/21
Peter Crawford DFI	Director of Finance/CFO	55	31/12/00
Dennis Howard CTO	Chief Tech/Sci/R&D Officer	55	31/08/14
Tim Heier CTO	Chief Tech/Sci/R&D Officer	-	31/07/99
Joseph Martinetto COO	Chief Operating Officer	61	31/12/96
Christopher Dodds BRD	Director/Board Member	64	31/12/85
Jeff Edwards IRC	Investor Relations Contact	-	-
Nigel Murtagh PRN	Corporate Officer/Principal	60	31/12/99

Members of the board	Title	Age	Since
Chuck Schwab FOU	Founder	86	31/12/85
Christopher Dodds BRD	Director/Board Member	64	31/12/85
Walter Bettinger CEO	Chief Executive Officer	63	31/12/94
Frank Herringer BRD	Director/Board Member	81	31/12/95
Paula Sneed BRD	Director/Board Member	76	31/12/01
Bharat Masrani BRD	Director/Board Member	67	01/10/20
Marianne Brown BRD	Director/Board Member	65	31/07/20
Carrie Schwab-Pomerantz BRD	Director/Board Member	64	25/10/22
Stephen Ellis BRD	Director/Board Member	61	30/09/12
Todd Ricketts BRD	Director/Board Member	54	01/10/20

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	600,000	0	0	80.12 %
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	2,026,736,048	1,664,657,390 ( 82.13 %)	250,678,452 ( 12.37 %)

Name	Equities	%	Valuation
The Toronto-Dominion Bank /New York Branch/ 12.75 %	226,068,225	12.75 %	16 354 M $
Vanguard Fiduciary Trust Co. 6.762 %	119,920,310	6.762 %	8 675 M $
Chuck Schwab 5.588 %	99,097,549	5.588 %	7 169 M $
Dodge & Cox 4.873 %	86,421,986	4.873 %	6 252 M $
BlackRock Advisors LLC 4.173 %	73,999,298	4.173 %	5 353 M $
T. Rowe Price International Ltd. 3.911 %	69,360,233	3.911 %	5 018 M $
STATE STREET CORPORATION 3.460 %	61,360,309	3.460 %	4 439 M $
JPMorgan Investment Management, Inc. 2.441 %	43,294,332	2.441 %	3 132 M $
Massachusetts Financial Services Co. 1.748 %	30,994,967	1.748 %	2 242 M $
Geode Capital Management LLC 1.587 %	28,147,111	1.587 %	2 036 M $

Name	Equities	%	Valuation
Metropolitan West Asset Management LLC -	4,670,000	-	4 M $
Flaherty & Crumrine, Inc. -	750,000	-	707 100 $
Curasset Capital Management LLC -	500,000	-	471 400 $
TCW Investment Management Co LLC -	295,000	-	278 126 $
Ayalon Mutual Funds Ltd. -	250,000	-	235 700 $
Quaestio Capital Management SGR SpA -	82,140	-	77 442 $
MFS Institutional Advisors, Inc. -	0	-	- $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.9040 %	22,600,000	0.9040 %	17 M $
Virtus Fixed Income Advisers LLC 0.3662 %	9,156,000	0.3662 %	7 M $
Western Asset Management Co. Ltd. 0.0308 %	770,000	0.0308 %	573 727 $
Amundi Canada, Inc. 0.001000 %	25,000	0.001000 %	18 628 $
Western Asset Management Company DTVM Ltda. 0.000000 %	0	0.000000 %	- $
PMG Investment Solutions AG 0.000000 %	0	0.000000 %	- $
Franklin Templeton International Services SARL 0.000000 %	0	0.000000 %	- $

Name	Equities	%	Valuation
Cavanal Hill Investment Management, Inc. -	800,000	-	744 240 $
DoubleLine Capital LP -	760,000	-	707 028 $
Manulife Investment Management (Taiwan) Co., Ltd. -	251,075	-	233 575 $
Jackson National Asset Management LLC -	242,000	-	225 133 $
National Investment Services of America LLC -	25,000	-	23 258 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	6,375,000	-	6 M $
Innovative Portfolios LLC -	175,000	-	157 570 $
Jackson National Asset Management LLC -	33,000	-	29 713 $

Name	Equities	%	Valuation
Crossmark Global Holdings, Inc. 1.018 %	305,449	1.018 %	8 M $
Mengis Capital Management, Inc. 0.0580 %	17,403	0.0580 %	439 600 $
Estabrook Capital Management LLC 0.0307 %	9,200	0.0307 %	232 392 $
Cribstone Capital Management LLC 0.002187 %	656	0.002187 %	16 571 $
Archer Investment Corp. 0.002000 %	600	0.002000 %	15 156 $
Bartlett & Co. Wealth Management LLC 0.001350 %	405	0.001350 %	10 230 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001467 %	208,176	0.001467 %	2 M $
Bram Bradesco Asset Management S/A DTVM 0.000210 %	29,730	0.000210 %	268 520 $
Absolute Gestão de Investimentos Ltda. 0.000005 %	723	0.000005 %	6 530 $
Western Asset Management Company DTVM Ltda. 0.000001 %	182	0.000001 %	1 644 $

Name	Equities	%	Valuation
Boyd Watterson Asset Management LLC 0.1698 %	40,750	0.1698 %	872 050 $
Roanoke Asset Management Corp. 0.0667 %	16,000	0.0667 %	342 400 $
Resources Management Corp. 0.000417 %	100	0.000417 %	2 140 $

Name	Equities	%	Valuation
TD Asset Management, Inc. -	50,893,695	-	3 682 M $

Name	Equities	%	Valuation
Virtus Fixed Income Advisers LLC -	4,607,000	-	5 M $
CapitalatWork SA -	2,000,000	-	2 M $
DoubleLine Capital LP -	850,000	-	834 700 $
CapitalatWork Management Co. SA -	700,000	-	687 400 $
JOHCM (USA), Inc. -	700,000	-	687 400 $
Flaherty & Crumrine, Inc. -	253,000	-	248 446 $
Alantra Wealth Management Gestión SGIIC SA -	250,058	-	245 557 $
Montecito Bank & Trust (Invt Mgmt) -	100,000	-	98 200 $
FMR Investment Management (UK) Ltd. -	50,000	-	49 100 $

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com

address Charles Schwab Corporation (The)(0L3I)

Name	Category and Sector
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).	Investment Managers
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
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
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 U.K. Ltd. Charles Schwab U.K. Ltd. Regional BanksFinance Part of The Charles Schwab Corp., Charles Schwab U.K. Ltd. is a business development office. The private company is based in London, UK.	Regional Banks
TD AMERITRADE HOLDING CORPORATION	Investment Banks/Brokers
Charles Schwab Futures & Forex LLC Charles Schwab Futures & Forex LLC Miscellaneous Commercial ServicesCommercial Services Part of The Charles Schwab Corp., Charles Schwab Futures & Forex LLC is an American company that provides business support services. The private company is located in the US.	Miscellaneous Commercial Services
Charles Schwab Trust Bank Charles Schwab Trust Bank Savings BanksFinance Part of The Charles Schwab Corp., Charles Schwab Trust Bank provides directed trustee or custodian services for retirement plans, employee benefit plans, and savings plans. The private company is based in Henderson, NV and is a member of FDIC. The company also serves as a trustee for collective trust funds. As of January 31, 2020, they have over $293 billion in total assets. The company provides trust, custody, and deposit products and services to employee benefit plans. Investment products are not insured by FDIC or any other type of deposit insurance and involve investment risks, including possible loss of principal invested.	Savings Banks
Charles Schwab Europe Ltd.
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

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

76.04 USD

Average target price

79 USD

Spread / Average Target

+3.89%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

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