Company The Charles Schwab Corporation Wiener Boerse

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Real-time Estimate Tradegate 14:00:40 2024-05-14 EDT 5-day change 1st Jan Change
70.52 EUR +0.78% Intraday chart for The Charles Schwab Corporation -1.12% +10.36%

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: 32,600

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 4,884 0 0 93.73 %
Stock B 0 750,000 0 0
Stock C 1 1,777,281,304 1,665,901,108 ( 93.73 %) 0

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
6.811 %
120,963,133 6.811 % 9 059 M €
98,865,744 5.567 % 7 404 M €
Dodge & Cox
4.866 %
86,421,986 4.866 % 6 472 M €
BlackRock Advisors LLC
4.345 %
77,170,056 4.345 % 5 779 M €
T. Rowe Price International Ltd.
3.905 %
69,360,233 3.905 % 5 194 M €
61,360,309 3.455 % 4 595 M €
JPMorgan Investment Management, Inc.
2.286 %
40,602,908 2.286 % 3 041 M €
Massachusetts Financial Services Co.
1.745 %
30,994,967 1.745 % 2 321 M €
Geode Capital Management LLC
1.635 %
29,043,523 1.635 % 2 175 M €
Eaton Vance Management
1.402 %
24,902,888 1.402 % 1 865 M €
NameEquities%Valuation
Metropolitan West Asset Management LLC
-
4,670,000 - 4 M €
Flaherty & Crumrine, Inc.
-
750,000 - 698 475 €
Curasset Capital Management LLC
-
500,000 - 465 650 €
TCW Investment Management Co LLC
-
355,000 - 330 612 €
Ayalon Mutual Funds Ltd.
-
250,000 - 232 825 €
Quaestio Capital Management SGR SpA
-
84,701 - 78 882 €
MFS Institutional Advisors, Inc.
-
0 - - €
NameEquities%Valuation
PIMCO Europe Ltd.
0.9040 %
22,600,000 0.9040 % 17 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 €
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - €
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - €
PMG Investment Solutions AG
0.000000 %
0 0.000000 % - €
Virtus Fixed Income Advisers LLC
0.000000 %
0 0.000000 % - €
NameEquities%Valuation
Cavanal Hill Investment Management, Inc.
-
800,000 - 735 680 €
DoubleLine Capital LP
-
760,000 - 698 896 €
Manulife Investment Management (Taiwan) Co., Ltd.
-
251,075 - 230 889 €
Jackson National Asset Management LLC
-
242,000 - 222 543 €
National Investment Services of America LLC
-
25,000 - 22 990 €
NameEquities%Valuation
PIMCO Europe Ltd.
-
6,375,000 - 6 M €
Innovative Portfolios LLC
-
175,000 - 153 423 €
Jackson National Asset Management LLC
-
33,000 - 28 931 €
NameEquities%Valuation
Crossmark Global Holdings, Inc.
1.008 %
302,470 1.008 % 8 M €
Mengis Capital Management, Inc.
0.0580 %
17,403 0.0580 % 434 205 €
Estabrook Capital Management LLC
0.0307 %
9,200 0.0307 % 229 540 €
Cribstone Capital Management LLC
0.002187 %
656 0.002187 % 16 367 €
Archer Investment Corp.
0.002000 %
600 0.002000 % 14 970 €
Financial Gravity Asset Management, Inc.
0.000130 %
39 0.000130 % 973 €
ORG Partners LLC
0.000100 %
30 0.000100 % 749 €
NameEquities%Valuation
Caixa DTVM SA
0.001465 %
208,176 0.001465 % 2 M €
Bram Bradesco Asset Management S/A DTVM
0.000209 %
29,730 0.000209 % 275 039 €
Absolute Gestão de Investimentos Ltda.
0.000005 %
723 0.000005 % 6 689 €
Western Asset Management Company DTVM Ltda.
0.000001 %
182 0.000001 % 1 684 €
NameEquities%Valuation
Boyd Watterson Asset Management LLC
0.1698 %
40,750 0.1698 % 816 223 €
Roanoke Asset Management Corp.
0.0667 %
16,000 0.0667 % 320 480 €
Resources Management Corp.
0.000417 %
100 0.000417 % 2 003 €
NameEquities%Valuation
TD Asset Management, Inc.
-
50,893,695 - 3 811 M €
NameEquities%Valuation
Virtus Fixed Income Advisers LLC
-
4,607,000 - 5 M €
CapitalatWork SA
-
2,000,000 - 2 M €
DoubleLine Capital LP
-
850,000 - 832 405 €
JOHCM (USA), Inc.
-
700,000 - 685 510 €
CapitalatWork Management Co. SA
-
700,000 - 685 510 €
Flaherty & Crumrine, Inc.
-
253,000 - 247 763 €
Alantra Wealth Management Gestión SGIIC SA
-
250,058 - 244 882 €
Montecito Bank & Trust (Invt Mgmt)
-
100,000 - 97 930 €
FMR Investment Management (UK) Ltd.
-
50,000 - 48 965 €

Company contact information

The Charles Schwab Corp.

3000 Schwab Way

76262, Westlake

+817 859 5000

http://www.aboutschwab.com
address The Charles Schwab Corporation(SCHW)

Group companies

NameCategory and Sector
Financial Conglomerates
Investment Banks/Brokers
Investment Managers
Investment Managers
Regional Banks
Savings Banks
Investment Banks/Brokers
Investment Banks/Brokers
Charles Schwab Europe Ltd.
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