Governance Charles Schwab

SCHW

US8085131055

Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 04:00:02 2025-12-12 pm EST			5-day change	1st Jan Change
96.65 ^USD	-0.41%		+3.02%	+30.59%

Dec. 12	Earnings Show Opportunities Outside Mag Seven, Liz Ann Sonders Says	MT
Dec. 12	Charles Schwab's Client Assets Rise in November	MT

Executive Committee: Charles Schwab

Manager

Positions heldSince

Rick Wurster

52 year

Chief Executive Officer	2024-12-31
President	2021-10-14

Michael Verdeschi

56 year

Director of Finance/CFO

2024-09-30

Tim Heier

Chief Tech/Sci/R&D Officer

2014-09-30

Mitch Mantua

Comptroller/Controller/Auditor

2015-12-31

Shannon L. Jurecka

55 year

Human Resources Officer

2024-12-31

Peter Morgan

60 year

General Counsel	2019-09-30
Corporate Secretary	2019-09-30

Jason Clague

Chief Operating Officer

2009-11-30

Jeff Edwards

Investor Relations Contact

2022-11-30

Stacy Hammond

Sales & Marketing

2000-12-31

Dennis Howard

56 year

Chief Tech/Sci/R&D Officer

2014-08-31

Composition of the Board of Directors: Charles Schwab

Director

CommitteesSince

Chuck Schwab

87 year

Chairman

1985-12-31

Arun Sarin

70 year

Governance Committee	2010-04-04
Nominating Committee	2010-04-04
Compensation Committee	2015-10-29
HR Committee
Governance Committee Chair
Nominating Committee Chair

Marianne Brown

66 year

Audit Committee	2020-03-12
Governance Committee Chair
Nominating Committee Chair	2015-03-18
Finance Committee Chair
Governance Committee	2023-12-11

Joan Dea

61 year

Audit Committee	2013-04-22
Compensation Committee
Governance Committee	2017-10-18
Nominating Committee	2017-10-18

Frank Herringer

82 year

Compensation Committee	1995-12-31
Governance Committee Chair	1995-12-31
Nominating Committee Chair	1995-12-31

Stephen Ellis

62 year

Audit Committee	2012-09-30
Governance Committee	2013-02-27
Nominating Committee	2013-02-27

Gerri Martin-Flickinger

62 year

Audit Committee

2020-07-31

John Adams

69 year

Audit Committee Chair

Paula Sneed

77 year

Compensation Committee Chair

2020-12-30

Carrie Schwab-Pomerantz

65 year

Director/Board Member

2022-10-25

Charles Ruffel

69 year

Director/Board Member	2018-05-14
Independent Dir/Board Member	2018-05-14

Walter Bettinger

64 year

Chairman

2022-07-27

Christopher Dodds

65 year

Director/Board Member	2013-12-31
Independent Dir/Board Member	2013-12-31

Rick Wurster

52 year

Director/Board Member

2024-12-31

Latest Appointments: Charles Schwab

Aug. 15	WEF clears founder Schwab of wrongdoing; appoints interim co-chairs	RE
Aug. 15	WEF clears founder Schwab of wrongdoing; appoints interim co-chairs	RE
Jul. 02	Artisan Partners Asset Management Inc. Appoints Peter Crawford on the Board and to Join the Board?s Audit Committee	CI
Apr. 01	Todd M. Ricketts to Retire from the Board of the Charles Schwab Corporation, Effective October 7, 2025	CI
Mar. 18	Forge Global Holdings, Inc. Announces Board Changes	CI
Feb. 04	Peter Crawford Joins Focus Financial Board	CI
Jan. 23	TD Bank Appoints Jacqueline Sanjuas As Global Head of Financial Crime Risk Management	MT

More news

Former Officers and Directors: Charles Schwab

Insider

Positions held

SinceUntil

Joseph Martinetto

Chief Operating Officer	2017-12-31	2024-06-27
Director of Finance/CFO	2006-12-31	2016-12-31

Roger Walther

Director/Board Member	1988-12-31	2020-12-30
Independent Dir/Board Member	1988-12-31	2020-12-30

Stephen T. McLin

Director/Board Member	1987-12-31	2020-05-11
Independent Dir/Board Member	1987-12-31	2020-05-11

Robert Wilson

Director/Board Member	2002-12-31	2019-01-14
Independent Dir/Board Member	2002-12-31	2019-01-14

C. Preston Butcher

Director/Board Member	1987-12-31	2018-05-14
Independent Dir/Board Member	1987-12-31	2018-05-14

Nancy Hellman Bechtle

Director/Board Member	1991-12-31	2017-10-18
Independent Dir/Board Member	1991-12-31	2017-10-18

Carrie Elizabeth Dwyer

General Counsel	1995-12-31	2015-05-11
Corporate Secretary	1995-12-31	2015-05-11

William Aldinger

Director/Board Member

2004-12-31

2010-05-12

Donald G. Fisher

Director/Board Member

1987-12-31

2008-12-31

Marjorie Magner

Director/Board Member

2005-12-31

2008-05-20

Charles Goldman

Corporate Officer/Principal

2000-12-31

2007-12-31

Evelyn Dilsaver

Corporate Officer/Principal

1991-11-30

2007-06-30

Deborah McWhinney

Corporate Officer/Principal

2000-12-31

2007-05-20

James L. Bailey

Corporate Officer/Principal

2003-12-31

2007-02-28

David Bruce Yoffie

Director/Board Member

2002-12-31

William Atwell

Corporate Officer/Principal

2000-07-31

2005-11-30

Nancy M. Bergstrom

Corporate Officer/Principal

1985-12-31

2005-07-03

Alan Weber

Corporate Officer/Principal

2004-12-31

Lon Gorman

Director/Board Member

1996-05-31

2004-10-31

Daniel O. Leemon

Corporate Officer/Principal

1995-08-31

2004-05-31

Neil I. Pohl

Corporate Officer/Principal

2004-04-24

Gideon Sasson

Chief Tech/Sci/R&D Officer

2003-12-31

Mary S. McLeod

Human Resources Officer

2000-12-31

2003-12-31

Brian Michael McDowell

Corporate Officer/Principal

Jay L. Allen

Chief Administrative Officer	2014-04-30	-
Human Resources Officer	2007-09-30	2014-04-30

John Coghlan

Director/Board Member

1985-12-31

2002-12-31

Tom Carr

Corporate Officer/Principal

1992-12-31

2002-05-30

Randy W. Merk

Corporate Officer/Principal

2001-12-31

Joni R. Alt

Corporate Officer/Principal

2001-12-29

Geoffrey J. Penney

Chief Tech/Sci/R&D Officer

2001-10-31

Linnet F. Deily

Director/Board Member	1999-12-31	2000-12-31
Corporate Officer/Principal	1995-12-31	2000-12-31

Robert Straus

Corporate Officer/Principal

2000-12-30

Ben Douglas

Corporate Officer/Principal

1998-12-31

2000-12-30

Howard T. Alter

Corporate Officer/Principal

1997-12-31

1998-12-31

Sean Mayberry

Corporate Officer/Principal

1998-12-30

Mary Templeton

General Counsel

1991-12-31

1997-12-31

G. Robert Hanley

Corporate Officer/Principal

1994-12-31

1997-12-30

Maurisa Sommerfield

Corporate Officer/Principal

1993-12-31

Beverly Troxler O'Grady

Director/Board Member

1991-12-31

1993-12-30

Jeffrey M. Lyons

Corporate Officer/Principal

1983-12-31

Stacie Blair

Corporate Officer/Principal

Sean Kimble

Human Resources Officer

Joshua Greenberg

Corporate Officer/Principal

Jason Trow

Corporate Officer/Principal

Joseph Vietri

Corporate Officer/Principal

Suresh Kumar Reddy Muthukuru

Corporate Officer/Principal

Leonid Blyukher

Corporate Officer/Principal

Heidi Francis-Paizis

Human Resources Officer

Glenn S. Flego

Corporate Officer/Principal

Dean Douglas Kohmann

Corporate Officer/Principal

Jim Conning

Corporate Officer/Principal

Marc Edmondson

Corporate Officer/Principal

Deb Casados

Human Resources Officer

Jeannie Finkel

Human Resources Officer

Art Shaw

Corporate Officer/Principal

Beth Devin

Corporate Officer/Principal

Wilton Paul Risenhoover

Corporate Officer/Principal

Bing Chang

Corporate Officer/Principal

Paul Joseph

Corporate Officer/Principal

Noor Sweid

Corporate Officer/Principal

Christi Olson

Corporate Officer/Principal

Anthony M. Frank

Corporate Officer/Principal

Veronica Ortiz

Corporate Officer/Principal

Greg Gable

Public Communications Contact

George Pratt Shultz

Director/Board Member

Carrie L. Boyko

Corporate Officer/Principal

1990-12-31

1996-12-30

Rob Smith

Corporate Officer/Principal

Rande Spiegelman

Corporate Officer/Principal

John D. Burke

Corporate Officer/Principal

Stein Andre Olavsrud

Corporate Officer/Principal

Brent DeVore

Corporate Officer/Principal

Yuko DuBois

Corporate Officer/Principal

Salina W. Yeung

Corporate Officer/Principal

Ryan Lynn Brown

Corporate Officer/Principal

Debora Caley

Corporate Officer/Principal

Richard G. Fowler

Investor Relations Contact

Petra Sipe

Corporate Officer/Principal

Mary Kelley

Sales & Marketing

Matt Blake

Corporate Officer/Principal

Stephen John Dreiling

Corporate Officer/Principal

Jason T. Rosener

Corporate Officer/Principal

Robert Klapper

Corporate Officer/Principal

Jeff Cusack

Comptroller/Controller/Auditor

Scott E. Martin

Corporate Officer/Principal

James Donelan

Chief Tech/Sci/R&D Officer

Mike Jump

Corporate Officer/Principal

Anurang Revrei

Corporate Officer/Principal

Mark Loehr

Corporate Officer/Principal

Richard Arnold

Director of Finance/CFO

Elsa Chan

Corporate Officer/Principal

Woodson M. Hobbs

Chief Tech/Sci/R&D Officer

Age distribution of managers

Parity Men Women

Male	22
Female	13

Of which Executive Committee

Male	9
Female	1

Of which Directors

Male	9
Female	5

Revisions

Révisions CA 1 an

Révisions CA 4 mois

Révisions CA 1 mois

Révisions BNA 1 an

Révisions BNA 4 mois

ESG MSCI

Environnement

Social

Gouvernance

Polémique

Controverses Ethiques

Controverses sur les droits de l'Homme

Controverses Subventions fiscales

Conforme à la finance Islamique

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 (79.4%). The group also offers retirement plans services; - investment services to institutional investors and independent financial advisers (20.6%). At the end of 2023, the products and services are ensured through a network of over 380 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapore.

Employees

32,700

Sector

Investment Banking & Brokerage Services

Calendar

Jan. 18 - Q4 2025 Earnings Release

More about the company