| Market Closed - Nyse Other stock markets | 5-day change | 1st Jan Change | ||
| 62.12 USD | +0.62% |  | -1.24% | -9.71% |
| Sep. 10 | Under the Surface, We've Had a Bear Market, Sonders Says | MT |
| Sep. 04 | TD Cowen Adjusts Price Target on Charles Schwab to $69 From $71, Maintains Hold Rating | MT |
Business description: Charles Schwab
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: 32,300
Sales by Activity: Charles Schwab
| 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 |
See all business segments
Geographical breakdown of sales: Charles Schwab
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
United States | 10.72B | 11.69B | 18.52B | 20.76B | 18.84B |
See all geographic segments
Managers: Charles Schwab
| Director | Title | Age | Since |
|---|---|---|---|
Walter Bettinger CEO | Chief Executive Officer | 63 | 94-12-31 |
Rick Wurster PSD | President | 51 | 21-10-14 |
Peter Crawford DFI | Director of Finance/CFO | 55 | 00-12-31 |
Dennis Howard CTO | Chief Tech/Sci/R&D Officer | 55 | 14-08-31 |
Tim Heier CTO | Chief Tech/Sci/R&D Officer | - | 99-07-31 |
See CHARLES SCHWAB governance
Members of the board: Charles Schwab
| Manager | Title | Age | Since |
|---|---|---|---|
Chuck Schwab FOU | Founder | 86 | 85-12-31 |
Walter Bettinger CEO | Chief Executive Officer | 63 | 94-12-31 |
Paula Sneed BRD | Director/Board Member | 76 | 01-12-31 |
Arun Sarin BRD | Director/Board Member | 68 | 09-08-31 |
Stephen Ellis BRD | Director/Board Member | 61 | 12-09-30 |
Christopher Dodds BRD | Director/Board Member | 64 | 85-12-31 |
John Adams BRD | Director/Board Member | 68 | 15-01-28 |
Frank Herringer BRD | Director/Board Member | 81 | 95-12-31 |
Joan Dea BRD | Director/Board Member | 60 | 17-10-18 |
Charles Ruffel BRD | Director/Board Member | 68 | 18-05-14 |
Composition of the Board of Directors
Company details: Charles Schwab
Group companies: Charles Schwab
| 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 |
See all subsidiaries
Other Investment Banking & Brokerage Services
Add to a list Add to a list 0 selected To use this feature you must be a member Log inSign up | Change | 5d. change | 1-year change | 3-years change | Capi. ($) | |
|---|---|---|---|---|---|---|
CHARLES SCHWAB | +0.62% | -1.24% | +5.77% | -13.59% | 114B | |
THE GOLDMAN SACHS GROUP, INC. | +1.04% | -0.13% | +42.99% | +17.04% | 160B | |
MORGAN STANLEY | +1.67% | +1.72% | +12.61% | -5.89% | 159B | |
CITIGROUP INC. | +0.59% | -2.40% | +36.11% | -18.22% | 110B | |
CITIC SECURITIES COMPANY LIMITED | +0.21% | -0.73% | -15.08% | -30.42% | 36.51B | |
RAYMOND JAMES FINANCIAL, INC. | +0.78% | +2.34% | +11.01% | +29.62% | 24.28B | |
CSC FINANCIAL CO., LTD. | +1.16% | +2.14% | -36.29% | -46.32% | 18.58B | |
CHINA MERCHANTS SECURITIES CO., LTD. | +0.60% | -0.66% | +7.46% | -24.53% | 16.64B | |
NOMURA HOLDINGS, INC. | -0.66% | -4.81% | +22.52% | +32.49% | 16.06B | |
LPL FINANCIAL HOLDINGS INC. | -0.61% | -2.71% | -15.29% | +41.88% | 15.38B | |
| Average | +0.54% | -1.05% | +7.18% | -1.79% | 66.96B | |
| Weighted average by Cap. | +0.90% | -1.39% | +19.09% | -3.38% |
See all sector performances
Sector
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Ratings
Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings
Analysts' Consensus
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
62.12USD
Average target price
74.00USD
Spread / Average Target
+19.12%
Consensus
Profit revisions
Estimate revisions
Quarterly earnings, Rate of surprise
Company calendar
Income Statement and Estimates
More financial data
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