Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Delayed Nyse 04:00:02 2024-03-28 pm EDT 5-day change 1st Jan Change
72.34 USD -0.06% Intraday chart for Charles Schwab +0.68% +5.15%

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: 33,000

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
Chief Executive Officer 63 94-12-31
Founder 86 85-12-31
President 51 21-10-14
Director of Finance/CFO 55 00-12-31
Chief Tech/Sci/R&D Officer 55 14-08-31
Chief Tech/Sci/R&D Officer - 99-07-31
Chief Operating Officer 61 96-12-31
Director/Board Member 64 85-12-31
Investor Relations Contact - -
Corporate Officer/Principal 60 99-12-31

Members of the board

Members of the board TitleAgeSince
Founder 86 85-12-31
Director/Board Member 64 85-12-31
Chief Executive Officer 63 94-12-31
Director/Board Member 81 95-12-31
Director/Board Member 76 01-12-31
Director/Board Member 67 20-10-01
Director/Board Member 65 20-07-31
Director/Board Member 64 22-10-25
Director/Board Member 61 12-09-30
Director/Board Member 54 20-10-01

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 600,000 0 0 80.04 %
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 2,024,153,775 1,660,898,595 ( 82.05 %) 250,678,452 ( 12.38 %)

Shareholders

NameEquities%Valuation
The Toronto-Dominion Bank /New York Branch/
12.75 %
226,068,225 12.75 % 15 097 M $
Vanguard Fiduciary Trust Co.
6.762 %
119,920,310 6.762 % 8 008 M $
99,333,535 5.601 % 6 633 M $
Dodge & Cox
4.873 %
86,421,986 4.873 % 5 771 M $
BlackRock Advisors LLC
4.173 %
73,999,298 4.173 % 4 942 M $
T. Rowe Price International Ltd.
3.911 %
69,360,233 3.911 % 4 632 M $
61,360,309 3.460 % 4 098 M $
JPMorgan Investment Management, Inc.
2.441 %
43,294,332 2.441 % 2 891 M $
Massachusetts Financial Services Co.
1.748 %
30,994,967 1.748 % 2 070 M $
Geode Capital Management LLC
1.587 %
28,147,111 1.587 % 1 880 M $
NameEquities%Valuation
Metropolitan West Asset Management LLC
-
4,670,000 - 4 M $
Flaherty & Crumrine, Inc.
-
750,000 - 687 450 $
Curasset Capital Management LLC
-
500,000 - 458 300 $
TCW Investment Management Co LLC
-
295,000 - 270 397 $
Ayalon Mutual Funds Ltd.
-
100,000 - 91 660 $
Quaestio Capital Management SGR SpA
-
82,140 - 75 290 $
MFS Institutional Advisors, Inc.
-
0 - - $
NameEquities%Valuation
PIMCO Europe Ltd.
0.9040 %
22,600,000 0.9040 % 17 M $
Virtus Fixed Income Advisers LLC
0.3662 %
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 $
PMG Investment Solutions AG
0.000962 %
24,058 0.000962 % 17 926 $
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - $
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Fideuram Asset Management (Ireland) DAC
-
9,800,000 - 9 M $
Mediolanum International Funds Ltd.
-
1,916,200 - 2 M $
Cavanal Hill Investment Management, Inc.
-
800,000 - 734 000 $
DoubleLine Capital LP
-
610,000 - 559 675 $
Manulife Investment Management (Taiwan) Co., Ltd.
-
251,075 - 230 361 $
Jackson National Asset Management LLC
-
242,000 - 222 035 $
National Investment Services of America LLC
-
25,000 - 22 938 $
NameEquities%Valuation
PIMCO Europe Ltd.
-
6,375,000 - 6 M $
Goldman Sachs Asset Management International
-
3,185,000 - 3 M $
Innovative Portfolios LLC
-
175,000 - 151 480 $
Jackson National Asset Management LLC
-
33,000 - 28 565 $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
1.018 %
305,449 1.018 % 8 M $
Mengis Capital Management, Inc.
0.0580 %
17,403 0.0580 % 440 470 $
Estabrook Capital Management LLC
0.0307 %
9,200 0.0307 % 232 852 $
Cribstone Capital Management LLC
0.002187 %
656 0.002187 % 16 603 $
Archer Investment Corp.
0.002000 %
600 0.002000 % 15 186 $
Bartlett & Co. Wealth Management LLC
0.001350 %
405 0.001350 % 10 251 $
NameEquities%Valuation
Caixa DTVM SA
0.001600 %
226,956 0.001600 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000221 %
31,330 0.000221 % 261 617 $
Absolute Gestão de Investimentos Ltda.
0.000207 %
29,365 0.000207 % 245 208 $
Western Asset Management Company DTVM Ltda.
0.000018 %
2,615 0.000018 % 21 836 $
NameEquities%Valuation
Boyd Watterson Asset Management LLC
0.1781 %
42,750 0.1781 % 904 590 $
Roanoke Asset Management Corp.
0.0667 %
16,000 0.0667 % 338 560 $
Resources Management Corp.
0.000417 %
100 0.000417 % 2 116 $
Ogorek Wealth Management LLC
0.000333 %
80 0.000333 % 1 693 $
NameEquities%Valuation
TD Asset Management, Inc.
-
50,893,695 - 3 399 M $
Degroof Petercam Asset Services SA
-
9,400 - 627 732 $
NameEquities%Valuation
Virtus Fixed Income Advisers LLC
-
4,607,000 - 5 M $
DoubleLine Capital LP
-
1,000,000 - 977 200 $
JOHCM (USA), Inc.
-
700,000 - 684 040 $
CapitalatWork Management Co. SA
-
300,000 - 293 160 $
Flaherty & Crumrine, Inc.
-
253,000 - 247 232 $
Alantra Wealth Management Gestión SGIIC SA
-
250,058 - 244 357 $
Montecito Bank & Trust (Invt Mgmt)
-
100,000 - 97 720 $
FMR Investment Management (UK) Ltd.
-
50,000 - 48 860 $

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
Investment Managers
Investment Managers
Investment Banks/Brokers
Investment Banks/Brokers
Regional Banks
Investment Banks/Brokers
Miscellaneous Commercial Services
Savings Banks
Charles Schwab Europe Ltd.