Stock SCHW.PRBCL THE CHARLES SCHWAB CORPORATION
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Company The Charles Schwab Corporation Nyse

Equities

SCHW.PRBCL

US8085132046

Investment Banking & Brokerage Services

Delayed Nyse
Other stock markets
 		5-day change 1st Jan Change
- USD -.--% Intraday chart for The Charles Schwab Corporation -0.04% -1.15%
06-14 Top Midday Stories: FAA Probes 'Counterfeit' Titanium at Boeing, Airbus; Adobe Lifts Full-Year Outlook; Vanguard Reversal Helps in Tesla CEO Pay Package Approval MT
06-14 Charles Schwab Total Client Assets Rise 20% in May MT

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.

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
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

Members of the board TitleAgeSince
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

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 1,665,889,921 ( 82.29 %) 247,203,220 ( 12.21 %)

Shareholders

NameEquities%Valuation
The Toronto-Dominion Bank /New York Branch/
12.72 %
226,085,359 12.72 % 16 568 M $
Vanguard Fiduciary Trust Co.
6.806 %
120,963,133 6.806 % 8 864 M $
Chuck Schwab
5.552 %
98,678,219 5.552 % 7 231 M $
Dodge & Cox
4.856 %
86,297,094 4.856 % 6 324 M $
BlackRock Advisors LLC
4.342 %
77,170,056 4.342 % 5 655 M $
T. Rowe Price International Ltd.
4.068 %
72,306,560 4.068 % 5 299 M $
STATE STREET CORPORATION
3.463 %
61,539,248 3.463 % 4 510 M $
JPMorgan Investment Management, Inc.
2.285 %
40,602,908 2.285 % 2 975 M $
Massachusetts Financial Services Co.
1.730 %
30,753,371 1.730 % 2 254 M $
Geode Capital Management LLC
1.634 %
29,043,523 1.634 % 2 128 M $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
-
750,000 - 709 575 $
Curasset Capital Management LLC
-
500,000 - 473 050 $
Ayalon Mutual Funds Ltd.
-
250,000 - 236 525 $
Quaestio Capital Management SGR SpA
-
73,260 - 69 311 $
TCW Investment Management Co LLC
-
60,000 - 56 766 $
MFS Institutional Advisors, Inc.
-
0 - - $
NameEquities%Valuation
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - $
PMG Investment Solutions AG
0.000000 %
0 0.000000 % - $
Virtus Fixed Income Advisers LLC
0.000000 %
0 0.000000 % - $
Western Asset Management Co. Ltd.
0.000000 %
0 0.000000 % - $
PIMCO Europe Ltd.
0.000000 %
0 0.000000 % - $
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
DoubleLine Capital LP
-
760,000 - 703 836 $
Goldman Sachs Asset Management International
-
475,000 - 439 898 $
Community Capital Management, Inc.
-
330,000 - 305 613 $
Manulife Investment Management (Taiwan) Co., Ltd.
-
251,075 - 232 521 $
Jackson National Asset Management LLC
-
242,000 - 224 116 $
National Investment Services of America LLC
-
25,000 - 23 153 $
Cavanal Hill Investment Management, Inc.
-
4 - 4 $
NameEquities%Valuation
PIMCO Europe Ltd.
-
6,375,000 - 6 M $
Jackson National Asset Management LLC
-
33,000 - 29 707 $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
1.008 %
302,470 1.008 % 8 M $
Mengis Capital Management, Inc.
0.0597 %
17,903 0.0597 % 449 723 $
Estabrook Capital Management LLC
0.0307 %
9,200 0.0307 % 231 104 $
Cribstone Capital Management LLC
0.002187 %
656 0.002187 % 16 479 $
Archer Investment Corp.
0.002000 %
600 0.002000 % 15 072 $
Financial Gravity Asset Management, Inc.
0.000130 %
39 0.000130 % 980 $
ORG Partners LLC
0.000100 %
30 0.000100 % 754 $
NameEquities%Valuation
Caixa DTVM SA
0.001483 %
210,806 0.001483 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000198 %
28,180 0.000198 % 254 678 $
Western Asset Management Company DTVM Ltda.
0.000008 %
1,102 0.000008 % 9 959 $
NameEquities%Valuation
Boyd Watterson Asset Management LLC
0.1698 %
40,750 0.1698 % 829 263 $
Roanoke Asset Management Corp.
0.0667 %
16,000 0.0667 % 325 600 $
NameEquities%Valuation
TD Asset Management, Inc.
-
50,893,695 - 3 729 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 - 832 320 $
CapitalatWork Management Co. SA
-
700,000 - 685 440 $
JOHCM (USA), Inc.
-
700,000 - 685 440 $
Payden & Rygel Global Ltd.
-
690,000 - 675 648 $
Flaherty & Crumrine, Inc.
-
253,000 - 247 738 $
Alantra Wealth Management Gestión SGIIC SA
-
250,058 - 244 857 $
FMR Investment Management (UK) Ltd.
-
100,000 - 97 920 $
Montecito Bank & Trust (Invt Mgmt)
-
100,000 - 97 920 $

Company contact information

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

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

Group companies

NameCategory and Sector
Charles Schwab Investment Management, Inc.
Logo 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
Charles Schwab & Co., Inc.
Logo 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.
Logo 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.
Logo 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.
Logo 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 company is based in London, UK.

Regional Banks
Charles Schwab Bank, SSB
Logo Charles Schwab Bank, SSB

Charles Schwab Bank, SSB

Regional BanksFinance

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

Regional Banks
TD AMERITRADE HOLDING CORPORATION
Investment Banks/Brokers
Charles Schwab Futures & Forex LLC
Logo 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 company is located in the US.

Miscellaneous Commercial Services
Charles Schwab Trust Bank
Logo 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 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

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Banking & Brokerage Services
Other Investment Banking & Brokerage Services

Sales per Business

Ratings for The Charles Schwab Corporation

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
72.81 USD
Average target price
78.55 USD
Spread / Average Target
+7.89%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

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