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Market Closed -
Other stock markets
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5-day change | 1st Jan Change | ||
| 96.65 USD | -0.41% |
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+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 |
Business description: Charles Schwab
- 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.
Number of employees: 32,700
Sales by Activity: Charles Schwab
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|
Investor Services | 8.61B | 14.46B | 15.57B | 14.4B | 15.56B |
Advisor Services | 3.08B | 4.06B | 5.19B | 4.43B | 4.05B |
Geographical breakdown of sales: Charles Schwab
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|
United States | 11.69B | 18.52B | 20.76B | 18.84B | 19.61B |
Executive Committee: Charles Schwab
| Manager | Title | Age | Since |
|---|---|---|---|
Rick Wurster
CEO | Chief Executive Officer | 52 | 2024-12-31 |
| Director of Finance/CFO | 56 | 2024-09-30 | |
Jason Clague
COO | Chief Operating Officer | - | 2009-11-30 |
Tim Heier
CTO | Chief Tech/Sci/R&D Officer | - | 2014-09-30 |
Dennis Howard
CTO | Chief Tech/Sci/R&D Officer | 56 | 2014-08-31 |
Composition of the Board of Directors: Charles Schwab
| Director | Title | Age | Since |
|---|---|---|---|
Chuck Schwab
CHM | Chairman | 87 | 1985-12-31 |
Walter Bettinger
CHM | Chairman | 64 | 2022-07-27 |
Paula Sneed
BRD | Director/Board Member | 77 | 2001-12-31 |
Arun Sarin
BRD | Director/Board Member | 70 | 2009-08-31 |
Stephen Ellis
BRD | Director/Board Member | 62 | 2012-09-30 |
| Director/Board Member | 65 | 2013-12-31 | |
John Adams
BRD | Director/Board Member | 69 | 2015-01-28 |
Frank Herringer
BRD | Director/Board Member | 82 | 1995-12-31 |
Joan Dea
BRD | Director/Board Member | 61 | 2017-10-18 |
Charles Ruffel
BRD | Director/Board Member | 69 | 2018-05-14 |
Company details: Charles Schwab
Group companies: Charles Schwab
| Name | Category and Sector |
|---|---|
Charles Schwab Asset Management (Ireland) Ltd.
 Charles Schwab Asset Management (Ireland) Ltd. Provides financial intermediation services | |
Charles Schwab Premier Bank
 Charles Schwab Premier Bank Operates as a federally chartered savings bank | |
Charles Schwab Premier Bank
Charles Schwab Premier Bank Operates as a federally chartered savings bank | |
Charles Schwab Trust Bank
 Charles Schwab Trust Bank Operates as a state chartered savings bank | |
Charles Schwab Trust Bank
Charles Schwab Trust Bank Operates as a state chartered savings bank |
Other Investment Banking & Brokerage Services
| Change | 5d. change | 1-year change | 3-years change | Capi.($) | ||
|---|---|---|---|---|---|---|
 | -0.41% | +3.02% | +16.66% | +20.38% | 172B | |
| -1.04% | +1.08% | +39.48% | +95.80% | 284B | |
| -2.53% | +3.91% | +50.09% | +144.50% | 279B | |
| +0.05% | +2.68% | +56.52% | +144.26% | 200B | |
| +0.42% | +1.97% | -10.27% | +40.37% | 58.59B | |
| -0.04% | +0.44% | +2.17% | +43.00% | 32.23B | |
| -1.68% | +2.68% | +15.41% | +71.33% | 30.49B | |
| +0.68% | +1.65% | +19.08% | +68.90% | 26.86B | |
| +2.28% | +1.45% | +16.39% | +80.34% | 26.44B | |
| +2.27% | +9.09% | +41.77% | +169.41% | 24.64B | |
| Average | +0.14% | +2.11% | +24.73% | +87.83% | 113.31B | |
| Weighted average by Cap. | -0.59% | +2.37% | +36.38% | +100.47% |
Sector
Trader
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Investor
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Global
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Quality
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