Company The Charles Schwab Corporation Nyse

Equities

Investment Banking & Brokerage Services

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

Sector Other Investment Banking & Brokerage Services

Inactive Instrument

End-of-day quote Nyse Other stock markets
- ^USD	-

04:13pm	UBS Trims Price Target on Charles Schwab to $90 From $91, Maintains Buy Rating	MT
03:11pm	Deutsche Bank Adjusts Price Target on Charles Schwab to $84 From $81	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	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
Christopher Dodds BRD	Director/Board Member	64	85-12-31
Jeff Edwards IRC	Investor Relations Contact	-	-
Jason Clague PRN	Corporate Officer/Principal	-	09-11-30
Neesha Hathi PRN	Corporate Officer/Principal	50	03-12-31

Members of the board	Title	Age	Since
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

	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	1,665,891,627 ( 82.29 %)	247,203,220 ( 12.21 %)

Name	Equities	%	Valuation
The Toronto-Dominion Bank /New York Branch/ 12.72 %	226,085,359	12.72 %	16 660 M $
Vanguard Fiduciary Trust Co. 6.806 %	120,963,133	6.806 %	8 914 M $
Chuck Schwab 5.552 %	98,678,219	5.552 %	7 272 M $
Dodge & Cox 4.856 %	86,297,094	4.856 %	6 359 M $
BlackRock Advisors LLC 4.342 %	77,170,056	4.342 %	5 687 M $
T. Rowe Price International Ltd. 4.068 %	72,306,560	4.068 %	5 328 M $
STATE STREET CORPORATION 3.463 %	61,539,248	3.463 %	4 535 M $
JPMorgan Investment Management, Inc. 2.285 %	40,602,908	2.285 %	2 992 M $
Massachusetts Financial Services Co. 1.730 %	30,753,371	1.730 %	2 266 M $
Geode Capital Management LLC 1.634 %	29,043,523	1.634 %	2 140 M $

Name	Equities	%	Valuation
Metropolitan West Asset Management LLC -	4,670,000	-	4 M $
TCW Investment Management Co LLC -	930,000	-	890 382 $
Flaherty & Crumrine, Inc. -	750,000	-	718 050 $
Curasset Capital Management LLC -	500,000	-	478 700 $
Ayalon Mutual Funds Ltd. -	250,000	-	239 350 $
Quaestio Capital Management SGR SpA -	75,935	-	72 700 $

Name	Equities	%	Valuation
Virtus Fixed Income Advisers LLC 0.000000 %	0	0.000000 %	- $
PMG Investment Solutions AG 0.000000 %	0	0.000000 %	- $
Western Asset Management Co. Ltd. 0.000000 %	0	0.000000 %	- $
Sanlam Multi Manager International (Pty) Ltd. 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 %	- $
Probank Mutual Fund Management Co. 0.000000 %	0	0.000000 %	- $
PIMCO Europe Ltd. 0.000000 %	0	0.000000 %	- $

Name	Equities	%	Valuation
Cavanal Hill Investment Management, Inc. -	800,000	-	748 560 $
DoubleLine Capital LP -	760,000	-	711 132 $
Goldman Sachs Asset Management International -	475,000	-	444 458 $
Community Capital Management, Inc. -	330,000	-	308 781 $
Manulife Investment Management (Taiwan) Co., Ltd. -	251,075	-	234 931 $
Jackson National Asset Management LLC -	242,000	-	226 439 $
National Investment Services of America LLC -	25,000	-	23 393 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	6,375,000	-	6 M $
Jackson National Asset Management LLC -	33,000	-	29 941 $

Name	Equities	%	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 $
Archer Investment Corp. 0.002000 %	600	0.002000 %	15 072 $
ORG Partners LLC 0.000100 %	30	0.000100 %	754 $
Fubon Asset Management Co., Ltd. 0.000000 %	0	0.000000 %	- $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001448 %	205,916	0.001448 %	2 M $
Bram Bradesco Asset Management S/A DTVM 0.000198 %	28,180	0.000198 %	260 621 $
Western Asset Management Company DTVM Ltda. 0.000008 %	1,102	0.000008 %	10 192 $

Name	Equities	%	Valuation
Boyd Watterson Asset Management LLC 0.1698 %	40,750	0.1698 %	816 630 $
Roanoke Asset Management Corp. 0.0667 %	16,000	0.0667 %	320 640 $
Fubon Asset Management Co., Ltd. 0.000000 %	0	0.000000 %	- $

Name	Equities	%	Valuation
TD Asset Management, Inc. -	50,893,695	-	3 750 M $

Name	Equities	%	Valuation
Virtus Fixed Income Advisers LLC -	4,607,000	-	5 M $
CapitalatWork SA -	2,000,000	-	2 M $
Kanen Wealth Management LLC -	1,000,000	-	980 400 $
DoubleLine Capital LP -	850,000	-	833 340 $
CapitalatWork Management Co. SA -	700,000	-	686 280 $
Payden & Rygel Global Ltd. -	690,000	-	676 476 $
Flaherty & Crumrine, Inc. -	253,000	-	248 041 $
Alantra Wealth Management Gestión SGIIC SA -	250,058	-	245 157 $
FMR Investment Management (UK) Ltd. -	100,000	-	98 040 $
Montecito Bank & Trust (Invt Mgmt) -	100,000	-	98 040 $

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
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
TD AMERITRADE HOLDING CORPORATION	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 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
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 & 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 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
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

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

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