Company Charles Schwab Berne S.E.

Equities

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

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Investment Banking & Brokerage Services

Delayed Berne S.E. Other stock markets 17:00:02 10/04/2024 BST			5-day change	1st Jan Change
65.01 ^CHF	+40.51%		-.--%	+40.51%

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

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

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	80.27 %
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 %)

Name	Equities	%	Valuation
The Toronto-Dominion Bank /New York Branch/ 12.72 %	226,085,359	12.72 %	16 568 M CHF
Vanguard Fiduciary Trust Co. 6.806 %	120,963,133	6.806 %	8 864 M CHF
Chuck Schwab 5.552 %	98,678,219	5.552 %	7 231 M CHF
Dodge & Cox 4.856 %	86,297,094	4.856 %	6 324 M CHF
BlackRock Advisors LLC 4.342 %	77,170,056	4.342 %	5 655 M CHF
T. Rowe Price International Ltd. 4.068 %	72,306,560	4.068 %	5 299 M CHF
STATE STREET CORPORATION 3.463 %	61,539,248	3.463 %	4 510 M CHF
JPMorgan Investment Management, Inc. 2.285 %	40,602,908	2.285 %	2 975 M CHF
Massachusetts Financial Services Co. 1.730 %	30,753,371	1.730 %	2 254 M CHF
Geode Capital Management LLC 1.634 %	29,043,523	1.634 %	2 128 M CHF

Name	Equities	%	Valuation
Metropolitan West Asset Management LLC -	4,670,000	-	4 M CHF
Flaherty & Crumrine, Inc. -	750,000	-	709 575 CHF
Curasset Capital Management LLC -	500,000	-	473 050 CHF
TCW Investment Management Co LLC -	355,000	-	335 866 CHF
Ayalon Mutual Funds Ltd. -	250,000	-	236 525 CHF
Quaestio Capital Management SGR SpA -	73,260	-	69 311 CHF
MFS Institutional Advisors, Inc. -	0	-	- CHF

Name	Equities	%	Valuation
Virtus Fixed Income Advisers LLC 0.000000 %	0	0.000000 %	- CHF
Western Asset Management Company DTVM Ltda. 0.000000 %	0	0.000000 %	- CHF
PMG Investment Solutions AG 0.000000 %	0	0.000000 %	- CHF
PIMCO Europe Ltd. 0.000000 %	0	0.000000 %	- CHF
Western Asset Management Co. Ltd. 0.000000 %	0	0.000000 %	- CHF
Franklin Templeton International Services SARL 0.000000 %	0	0.000000 %	- CHF

Name	Equities	%	Valuation
DoubleLine Capital LP -	760,000	-	703 836 CHF
Goldman Sachs Asset Management International -	475,000	-	439 898 CHF
Community Capital Management, Inc. -	330,000	-	305 613 CHF
Manulife Investment Management (Taiwan) Co., Ltd. -	251,075	-	232 521 CHF
Jackson National Asset Management LLC -	242,000	-	224 116 CHF
National Investment Services of America LLC -	25,000	-	23 153 CHF
Cavanal Hill Investment Management, Inc. -	4	-	4 CHF

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	6,375,000	-	6 M CHF
Jackson National Asset Management LLC -	33,000	-	29 707 CHF

Name	Equities	%	Valuation
Crossmark Global Holdings, Inc. 1.008 %	302,470	1.008 %	8 M CHF
Mengis Capital Management, Inc. 0.0597 %	17,903	0.0597 %	449 723 CHF
Estabrook Capital Management LLC 0.0307 %	9,200	0.0307 %	231 104 CHF
Cribstone Capital Management LLC 0.002187 %	656	0.002187 %	16 479 CHF
Archer Investment Corp. 0.002000 %	600	0.002000 %	15 072 CHF
Financial Gravity Asset Management, Inc. 0.000130 %	39	0.000130 %	980 CHF
ORG Partners LLC 0.000100 %	30	0.000100 %	754 CHF
Fubon Asset Management Co., Ltd. 0.000000 %	0	0.000000 %	- CHF

Name	Equities	%	Valuation
Caixa DTVM SA 0.001483 %	210,806	0.001483 %	2 M CHF
Bram Bradesco Asset Management S/A DTVM 0.000198 %	28,180	0.000198 %	254 678 CHF
Western Asset Management Company DTVM Ltda. 0.000008 %	1,102	0.000008 %	9 959 CHF

Name	Equities	%	Valuation
Boyd Watterson Asset Management LLC 0.1698 %	40,750	0.1698 %	829 263 CHF
Roanoke Asset Management Corp. 0.0667 %	16,000	0.0667 %	325 600 CHF
Fubon Asset Management Co., Ltd. 0.000000 %	0	0.000000 %	- CHF

Name	Equities	%	Valuation
TD Asset Management, Inc. -	50,893,695	-	3 729 M CHF

Name	Equities	%	Valuation
Virtus Fixed Income Advisers LLC -	4,607,000	-	5 M CHF
CapitalatWork SA -	2,000,000	-	2 M CHF
DoubleLine Capital LP -	850,000	-	832 320 CHF
CapitalatWork Management Co. SA -	700,000	-	685 440 CHF
JOHCM (USA), Inc. -	700,000	-	685 440 CHF
Payden & Rygel Global Ltd. -	690,000	-	675 648 CHF
Flaherty & Crumrine, Inc. -	253,000	-	247 738 CHF
Alantra Wealth Management Gestión SGIIC SA -	250,058	-	244 857 CHF
Montecito Bank & Trust (Invt Mgmt) -	100,000	-	97 920 CHF
FMR Investment Management (UK) Ltd. -	100,000	-	97 920 CHF

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.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
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
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 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
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
TD AMERITRADE HOLDING CORPORATION	Investment Banks/Brokers
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 Europe Ltd.
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

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

73.25 USD

Average target price

78.65 USD

Spread / Average Target

+7.37%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
MORGAN STANLEY	+2.41%	155B
THE GOLDMAN SACHS GROUP, INC.	+15.73%	152B
CITIC SECURITIES COMPANY LIMITED	-8.54%	35.41B
RAYMOND JAMES FINANCIAL, INC.	+3.74%	23.98B
LPL FINANCIAL HOLDINGS INC.	+21.77%	20.71B
CSC FINANCIAL CO., LTD.	-8.84%	20.06B
NOMURA HOLDINGS, INC.	+44.94%	17.35B
CHINA MERCHANTS SECURITIES CO., LTD.	+3.96%	15.57B
CHINA INTERNATIONAL CAPITAL CORPORATION LIMITED	-18.06%	15.21B

Other Investment Banking & Brokerage Services