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About the company
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan services. The Advisor Services segment provides custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and recordkeepers. The Company’s product offerings include brokerage, mutual funds, exchange-traded funds (ETFs), advice solutions, banking and trust. The Company is also engaged in connecting the multifamily wealth community.
- Revenue in USD (TTM)23.86bn
- Net income in USD6.89bn
- Incorporated1986
- Employees36.00k
- LocationCharles Schwab Corp3000 Schwab WayWESTLAKE 76262United StatesUSA
- Phone+1 (817) 859-5000
- Fax+1 (415) 627-8538
- Websitehttps://www.schwab.com/
Mergers & acquisitions
| Acquired company | SCHW:NYQ since announced | Transaction value |
|---|---|---|
| Family Wealth Alliance LLC | -32.20% | -- |
| Holder | Shares | % Held |
|---|---|---|
| TD Asset Management, Inc.as of 31 Mar 2023 | 226.80m | 12.66% |
| The Vanguard Group, Inc.as of 31 Mar 2023 | 120.99m | 6.75% |
| Dodge & Coxas of 31 Mar 2023 | 78.46m | 4.38% |
| BlackRock Fund Advisorsas of 31 Mar 2023 | 67.32m | 3.76% |
| SSgA Funds Management, Inc.as of 31 Mar 2023 | 59.99m | 3.35% |
| T. Rowe Price Associates, Inc. (Investment Management)as of 31 Mar 2023 | 41.88m | 2.34% |
| Wellington Management Co. LLPas of 31 Mar 2023 | 30.65m | 1.71% |
| Geode Capital Management LLCas of 31 Mar 2023 | 27.05m | 1.51% |
| JPMorgan Investment Management, Inc.as of 31 Mar 2023 | 24.28m | 1.36% |
| Massachusetts Financial Services Co.as of 31 Mar 2023 | 21.54m | 1.20% |
