| Market Closed - Nyse Other stock markets | 5-day change | 1st Jan Change | ||
| 66.89 USD | -0.24% |  | -3.82% | -2.78% |
| 12:18pm | North American Morning Briefing : S&P 500 Futures -2- | DJ |
| Jan. 03 | Wall St down on profit-taking, muted reaction to Fed minutes | RE |
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 : 35,900
Sales per Business
| USD in Million | 2021 | Weight | 2022 | Weight | Delta |
|---|---|---|---|---|---|
Investor Services 75.0% | 14,461 | 78.1% | 15,570 | 75.0% | +7.67% |
Advisor Services 25.0% | 4,059 | 21.9% | 5,192 | 25.0% | +27.91% |
Sales per region
| USD in Million | 2021 | Weight | 2022 | Weight | Delta |
|---|---|---|---|---|---|
United States 100.0% | 18,520 | 100.0% | 20,762 | 100.0% | +12.11% |
Managers
| Managers | Title | Age | Since |
|---|---|---|---|
Charles Schwab CEO | Chief Executive Officer | 86 | 1985 |
Peter Crawford DFI | Director of Finance/CFO | 55 | 2000 |
Richard Wurster PSD | President | 51 | 2021 |
Tim Heier CTO | Chief Tech/Sci/R&D Officer | - | 1999 |
Dennis Howard CTO | Chief Tech/Sci/R&D Officer | 55 | 2014 |
| Chief Operating Officer | 61 | 1996 | |
| Director/Board Member | 64 | 1985 | |
Walt Bettinger BRD | Director/Board Member | 63 | 1994 |
Ilaria Outhouse PRN | Corporate Officer/Principal | - | 2017 |
Peter J. Morgan LAW | General Counsel | 59 | 2019 |
Members of the board
| Members of the board | Title | Age | Since |
|---|---|---|---|
Charles Schwab CEO | Chief Executive Officer | 86 | 1985 |
| Director/Board Member | 64 | 1985 | |
Walt Bettinger BRD | Director/Board Member | 63 | 1994 |
Frank Herringer BRD | Director/Board Member | 81 | 1995 |
Paula Sneed BRD | Director/Board Member | 76 | 2001 |
Bharat Masrani BRD | Director/Board Member | 67 | 2020 |
Marianne Brown BRD | Director/Board Member | 66 | 2020 |
| Director/Board Member | 64 | 2022 | |
Stephen Ellis BRD | Director/Board Member | 61 | 2012 |
Todd Ricketts BRD | Director/Board Member | 54 | 2020 |
Share class
| Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
|---|---|---|---|---|---|
| Stock A | 1 | 2,024,570,714 | 1,659,469,405 ( 81.97%) | 252,889,055 ( 12.49%) | 79.96% |
| Stock B | 0 | 750,000 | 0 | 0 | |
| Stock C | 0 | 4,884 | 0 | 0 | |
| Stock D | 0 | 50,893,695 | 0 | 0 | |
| Stock E | 0 | 600,000 | 0 | 0 |
Company contact information
Group companies
| Name | Category and Sector |
|---|---|
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers |
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 |
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 |
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 U.K. Ltd. Charles Schwab U.K. Ltd. Regional BanksFinance Part of The Charles Schwab Corp., Charles Schwab U.K. Ltd. is a company headquartered in London, UK, specializing in functions related to depository banking. | Regional Banks |
Investment Banks/Brokers | |
Charles Schwab Futures & Forex LLC Charles Schwab Futures & Forex LLC Miscellaneous Commercial ServicesCommercial Services Part of The Charles Schwab Corp., Charles Schwab Futures & Forex LLC is an American company involved in business services. | Miscellaneous Commercial Services |
Charles Schwab Trust Bank Charles Schwab Trust Bank Savings BanksFinance Charles Schwab Trust Bank, part of The Charles Schwab Corp., is a company headquartered in Henderson, NV. The firm operates as a state chartered savings bank. | Savings Banks |
Charles Schwab Europe Ltd. |
Sector
Sales per Business
Trading Rating
Investor Rating
ESG Refinitiv
B-
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
67.05USD
Average target price
72.84USD
Spread / Average Target
+8.64%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -2.44% | 122 B$ | |
| -0.92% | 151 B$ | |
| +5.42% | 103 B$ | |
| -1.82% | 39 920 M$ | |
| -0.86% | 22 834 M$ | |
| -2.32% | 21 989 M$ | |
| -4.01% | 17 972 M$ | |
| +3.14% | 17 599 M$ | |
| -0.79% | 16 311 M$ | |
| -1.17% | 15 183 M$ |
- Stock
- Equities
- Stock Charles Schwab - Nyse
- Company Charles Schwab
