MarketScreener Homepage > Equities > Nyse > The Charles Schwab Corporation SCHW

Report

Delayed Nyse - 03/05 04:10:00 pm
65.02	USD		+0.39%

03/04

STREET COLOR : Charles Schwab Reportedly Exploring White-Label Solutions for Crypto Brokerage: TheBlockCrypto.Com

03/04

CHARLES SCHWAB : JPMorgan Reinstates Charles Schwab at Overweight With $79 Price Target

03/03

Wall Street slides on tech sell-off, other world stocks flat

Company

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 (72.3%);

- investment services to institutional investors (27.7%). Besides, the group proposes retirement plans services.

At the end of 2018, the products and services are ensured through a network of over 355 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong, Singapore and Australia.

Sales per Business

	2019		2020		Delta
	USD (in Million)	%	USD (in Million)	%	Delta
Investor Services	7,623	64.7%	8,608	71.1%	+12.92%
Advisor Services	3,098	26.3%	3,083	25.5%	-0.48%

Sales per region

	2019		2020		Delta
	USD (in Million)	%	USD (in Million)	%	Delta
United States	10,721	91%	11,691	96.5%	+9.05%

Managers and Directors

Name	Age	Since	Title
Walt Bettinger	59	2008	President, Chief Executive Officer & Director
Peter Crawford	51	2017	Chief Financial Officer & Executive Vice President
Charles Schwab	82	2008	Chairman
Tim Heier	-	2014	Chief Technology Officer & Executive VP
Dennis Howard	-	2014	Chief Information Officer & EVP
Joseph Martinetto	57	2018	Chief Operating Officer & Senior Executive VP
Paula A. Sneed	72	2002	Independent Director
Arun Sarin	66	2009	Independent Non-Executive Director
Stephen A. Ellis	57	2012	Independent Director
Mark A. Goldfarb	68	2012	Independent Director

Equities

	Vote	Quantity	Free-Float		Company-owned shares		Total Float
Stock A	1	2,075,921,301	1,662,668,068	80.1%	193,577,648	9.3%	77.1%
Stock B	0	400,000	0	0.0%	0	0.0%
Stock C	0	600,000	0	0.0%	0	0.0%
Stock D	0	750,000	0	0.0%	0	0.0%
Stock E	0	56,000	0	0.0%	0	0.0%
Stock F	0	5,000	0	0.0%	0	0.0%
Stock G	0	79,293,695	0	0.0%	0	0.0%

Shareholders

Name	Equities	%
TD Asset Management, Inc.	177,604,934	9.88%
Charles Schwab	128,890,640	7.17%
The Vanguard Group, Inc.	112,096,245	6.24%
T. Rowe Price Associates, Inc. (Investment Management)	85,073,735	4.73%
Dodge & Cox	85,027,078	4.73%
Wellington Management Co. LLP	74,640,300	4.15%
SSgA Funds Management, Inc.	61,757,306	3.44%
Transamerica Corp.	37,447,961	2.08%
BlackRock Fund Advisors	34,024,023	1.89%
Massachusetts Financial Services Co.	32,786,787	1.82%

Name	Equities	%
BlackRock Fund Advisors	2,413,359	8.04%
Invesco Capital Management LLC	2,140,554	7.14%
Cohen & Steers Capital Management, Inc.	1,360,471	4.53%
Nuance Investments LLC	550,395	1.83%
SSgA Funds Management, Inc.	457,862	1.53%
Global X Management Co. LLC	367,548	1.23%
Crossmark Global Investments, Inc.	295,765	0.99%
The Roosevelt Investment Group, Inc.	246,400	0.82%
Sonora Investment Management LLC	244,785	0.82%
First Eagle Investment Management LLC	188,852	0.63%

Name	Equities	%
Spectrum Asset Management, Inc.	1,250,000	-
Aegon USA Investment Management LLC	3,340,000	-
American Century Investment Management, Inc.	8,163,000	-
Calamos Advisors LLC	525,000	-
Loomis, Sayles & Co. LP	3,340,000	-
Northern Trust Investments, Inc.(Investment Management)	953,000	-
Verus Capital Partners LLC	100	-
Eaton Vance Management	16,459,000	-
Invesco Capital Management LLC	3,502,000	-
Pacific Investment Management Co. LLC	56,000,000	-

Name	Equities	%
BlackRock Fund Advisors	1,930,706	8.04%
Invesco Capital Management LLC	1,683,296	7.01%
T. Rowe Price Associates, Inc. (Investment Management)	825,201	3.44%
SSgA Funds Management, Inc.	366,783	1.53%
Spectrum Asset Management, Inc.	230,528	0.96%
Nuance Investments LLC	164,704	0.69%
First Eagle Investment Management LLC	162,635	0.68%
Nuveen Asset Management LLC	153,097	0.64%
Global X Management Co. LLC	141,588	0.59%
First Trust Advisors LP	132,860	0.55%

Markets and indexes

- NYSE

- Main Market

- SP 500 /

Stock Exchange Codes


- Bloomberg Code :	SCHW:US
- Reuters Code :
- Datastream Code :

Company contact information

The Charles Schwab Corporation
211 Street Main
CA 94105 San Francisco, California
États-Unis (les)

Phone : +1 (415) 636 7000
Fax : +1
web site : https://www.aboutschwab.com/investor-relations

Brand Portfolio

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CHARLES SCHWAB

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Analysis

Wall Street slides on tech sell-off, other world stocks flat

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Sector

Financials
	Banking & Investment Services
		Investment Banking & Investment Services
			Investment Banking & Brokerage Services
				Other Investment Banking & Brokerage Services

Sector Other Investment Banking & Brokerage Services

	1st jan.	Capitalization (M$)

THE CHARLES SCHWAB CORPORATION	22.59%	121 919



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Sector Other Investment Banking & Brokerage Services

Connections : The Charles Schwab Corporation

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THE CHARLES SCHWAB CORPORATION