Stock SCHW CHARLES SCHWAB
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Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Delayed Nyse
Other stock markets
 04:00:01 2024-05-24 pm EDT 		5-day change 1st Jan Change
72.27 USD -0.10% Intraday chart for Charles Schwab -8.26% +5.04%
May. 24 Barclays Cuts Charles Schwab's Price Target to $72 From $75 MT
May. 24 Goldman Sachs Adjusts Price Target on Charles Schwab to $75 From $76 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.

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

Members of the board

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

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 4,884 0 0 93.73 %
Stock B 0 750,000 0 0
Stock C 1 1,777,281,304 1,665,901,774 ( 93.73 %) 0

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 $
Chuck Schwab
5.556 %
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 $
STATE STREET CORPORATION
3.465 %
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 $
Virtus Fixed Income Advisers LLC
0.0298 %
745,000 0.0298 % 555 100 $
Western Asset Management Co. Ltd.
0.005200 %
130,000 0.005200 % 96 863 $
Amundi Canada, Inc.
0.001000 %
25,000 0.001000 % 18 628 $
PMG Investment Solutions AG
0.000000 %
0 0.000000 % - $
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - $
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Cavanal Hill Investment Management, Inc.
-
800,000 - 735 680 $
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 $
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
Charles Schwab Asset Management (Ireland) Ltd.
Logo 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.
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 Investment Management, Inc.
Logo 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.
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
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 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
TD AMERITRADE HOLDING CORPORATION
Investment Banks/Brokers
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
Charles Schwab Europe Ltd.

Sector

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

Sales per Business

Ratings for Charles Schwab

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
72.27 USD
Average target price
79.15 USD
Spread / Average Target
+9.52%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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