Company Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Business description: Charles Schwab

Sales by Activity: Charles Schwab

Geographical breakdown of sales: Charles Schwab

Managers: Charles Schwab

Members of the board: Charles Schwab

Shareholders: Charles Schwab

Company details: Charles Schwab

Group companies: Charles Schwab

Other Investment Banking & Brokerage Services

Sector

Market Closed - Nyse Other stock markets 04:00:02 2024-12-06 pm EST			5-day change	1st Jan Change
81.47 ^USD	-0.42%		-1.56%	+18.42%

Dec. 02	Sonders' Top Trade: Stay Factor-Focused	MT
Dec. 02	NYSE extends trading hours: Is this the dawn of the 24/7 trading era?

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: 32,100

Fiscal Period: December	2019	2020	2021	2022	2023
Investor Services	7.62B	8.61B	14.46B	15.57B	14.4B
Advisor Services	3.1B	3.08B	4.06B	5.19B	4.43B

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Fiscal Period: December	2019	2020	2021	2022	2023
United States	10.72B	11.69B	18.52B	20.76B	18.84B

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Director	Title	Age	Since
Walter Bettinger CEO	Chief Executive Officer	63	2008-09-30
Michael Verdeschi DFI	Director of Finance/CFO	-	2024-09-30
Rick Wurster PSD	President	51	2021-10-14
Dennis Howard CTO	Chief Tech/Sci/R&D Officer	55	2014-08-31
Tim Heier CTO	Chief Tech/Sci/R&D Officer	-	2014-09-30

See CHARLES SCHWAB governance

Manager	Title	Age	Since
Chuck Schwab CHM	Chairman	86	1985-12-31
Walter Bettinger CHM	Chairman	63	2022-07-27
Paula Sneed BRD	Director/Board Member	76	2001-12-31
Arun Sarin BRD	Director/Board Member	69	2009-08-31
Stephen Ellis BRD	Director/Board Member	61	2012-09-30
Christopher Dodds BRD	Director/Board Member	64	2013-12-31
John Adams BRD	Director/Board Member	68	2015-01-28
Frank Herringer BRD	Director/Board Member	81	1995-12-31
Joan Dea BRD	Director/Board Member	60	2017-10-18
Charles Ruffel BRD	Director/Board Member	68	2018-05-14

Composition of the Board of Directors

Name	Equities	%	Valuation
TD Luxembourg International Holdings SARL 10.43 %	185,425,391	10.43 %	13 134 M $
Vanguard Fiduciary Trust Co. 7.163 %	127,390,846	7.163 %	9 023 M $
Chuck Schwab 5.548 %	98,660,994	5.548 %	6 988 M $
Dodge & Cox 5.037 %	89,587,838	5.037 %	6 346 M $
T. Rowe Price International Ltd. 4.938 %	87,813,980	4.938 %	6 220 M $

Name	Equities	%	Valuation
Metropolitan West Asset Management LLC -	4,665,000	-	5 M $
TCW Investment Management Co LLC -	930,000	-	905 355 $
Flaherty & Crumrine, Inc. -	750,000	-	730 125 $
Curasset Capital Management LLC -	500,000	-	486 750 $
Ayalon Mutual Funds Ltd. -	300,000	-	292 050 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. 0.5360 %	13,400,000	0.5360 %	12 M $
Virtus Fixed Income Advisers LLC 0.4082 %	10,206,000	0.4082 %	9 M $
Western Asset Management Co. Ltd. 0.0256 %	640,000	0.0256 %	556 096 $
Sanlam Multi Manager International (Pty) Ltd. 0.006640 %	166,000	0.006640 %	144 237 $
PMG Investment Solutions AG 0.000913 %	22,826	0.000913 %	19 834 $

Name	Equities	%	Valuation
Nuveen Asset Management LLC -	69,750,000	-	67 M $
Flaherty & Crumrine, Inc. -	1,150,000	-	1 M $
Cavanal Hill Investment Management, Inc. -	800,000	-	764 560 $
DoubleLine Capital LP -	760,000	-	726 332 $
Goldman Sachs Asset Management International -	475,000	-	453 958 $

Name	Equities	%	Valuation
PIMCO Europe Ltd. -	3,775,000	-	4 M $
Quaestio Capital Management SGR SpA -	126,376	-	118 086 $
Jackson National Asset Management LLC -	33,000	-	30 835 $

Name	Equities	%	Valuation
Crossmark Global Holdings, Inc. 1.022 %	306,723	1.022 %	8 M $
Mengis Capital Management, Inc. 0.0563 %	16,903	0.0563 %	429 167 $
Estabrook Capital Management LLC 0.0307 %	9,200	0.0307 %	233 588 $
Capital Investment Trust Corp. 0.0267 %	8,001	0.0267 %	203 145 $
Eagle Bay Advisors LLC 0.003137 %	941	0.003137 %	23 892 $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001442 %	205,096	0.001442 %	2 M $
BRAM - Bradesco Asset Management SA DTVM 0.000124 %	17,580	0.000124 %	155 551 $
Western Asset Management Company DTVM Ltda. 0.000008 %	1,102	0.000008 %	9 751 $
Morgan Stanley Administradora de Carteiras SA 0.000000 %	50	0.000000 %	442 $

Name	Equities	%	Valuation
Boyd Watterson Asset Management LLC 0.1531 %	36,750	0.1531 %	781 673 $
Roanoke Asset Management Corp. 0.0667 %	16,000	0.0667 %	340 320 $
First Merchants Bank (Muncie, Indiana) 0.0625 %	14,995	0.0625 %	318 944 $

Name	Equities	%	Valuation
TD Asset Management, Inc. -	50,893,695	-	3 605 M $
N.F.U. Mutual Unit Managers Ltd. -	23,210	-	2 M $

Name	Equities	%	Valuation
Nuveen Asset Management LLC -	69,484,000	-	69 M $
Virtus Fixed Income Advisers LLC -	4,607,000	-	5 M $
Smith Capital Investors LLC -	4,061,000	-	4 M $
CapitalatWork SA -	2,000,000	-	2 M $
CapitalatWork Management Co. SA -	700,000	-	691 670 $

List of CHARLES SCHWAB shareholders

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.schwab.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
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

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Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
CHARLES SCHWAB	-0.42%	-1.56%	+31.06%	+1.37%	149B
MORGAN STANLEY	-0.28%	-1.25%	+63.66%	+30.92%	209B
THE GOLDMAN SACHS GROUP, INC.	+0.48%	-1.46%	+75.36%	+54.04%	197B
CITIGROUP INC.	-0.11%	+1.81%	+50.75%	+15.40%	136B
CITIC SECURITIES COMPANY LIMITED	+1.10%	+1.59%	+49.12%	+20.57%	60.07B
RAYMOND JAMES FINANCIAL, INC.	-1.29%	-3.47%	+55.50%	+67.01%	33.34B
CSC FINANCIAL CO., LTD.	+1.90%	+2.87%	+52.56%	+23.17%	26.56B
LPL FINANCIAL HOLDINGS INC.	-0.93%	+0.74%	+51.09%	+103.71%	24.53B
CHINA MERCHANTS SECURITIES CO., LTD.	+1.02%	+3.03%	+43.56%	+11.53%	22.74B
HUATAI SECURITIES CO., LTD.	+2.76%	+3.67%	+30.74%	+10.11%	21.58B
Average	+0.42%	+0.27%	+50.34%	+33.78%	88.12B
Weighted average by Cap.	+0.10%	-0.39%	+55.46%	+30.14%

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