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About the company
The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, money management 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 and banking services, retirement plan services and other corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services as well as retirement business services. The Company offers a range of products to address individuals' varying investment and financial needs. Its product offerings include brokerage, mutual funds, ETFs, advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities. Mutual funds offer third-party mutual funds through the Mutual Fund Marketplace.
- Revenue in USD (TTM)11.50bn
- Net income in USD3.36bn
- Incorporated1986
- Employees20.20k
- LocationCharles Schwab Corp211 Main StSAN FRANCISCO 94105-1905United StatesUSA
- Phone+1 (415) 667-7000
- Fax+1 (415) 627-8538
- Websitehttp://www.aboutschwab.com/
Mergers & acquisitions
| Acquired company | SCHW:NYQ since announced | Transaction value |
|---|---|---|
| Wasmer Schroeder & Co LLC | -27.71% | -- |
| TD Ameritrade Holding Corp | -30.73% | 28.30bn |
| USAA Investment Management Co-Assets | -24.59% | -- |
Peer analysis
- Key Information
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- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apollo Global Management Inc | 784.99m | -338.74m | 22.02bn | 1.42k | -- | 4,709.74 | -- | 28.05 | -1.25 | -1.25 | 3.66 | 2.43 | 0.0681 | -- | 1.53 | 552,418.00 | -9.22 | 11.72 | -13.48 | 17.57 | -- | -- | -135.36 | 46.15 | -- | -0.0659 | 0.7331 | 80.77 | 168.22 | 13.45 | 2,018.59 | 53.01 | 46.02 | 11.35 |
| XP Inc | 1.11bn | 237.77m | 24.72bn | 2.43k | 104.19 | 17.42 | 156.20 | 22.34 | 0.4299 | 0.4299 | 2.00 | 2.57 | -- | -- | -- | 455,440.40 | -- | -- | -- | -- | -- | -- | 21.53 | -- | -- | 21.06 | 0.7482 | -- | 73.33 | -- | 134.15 | -- | -- | -- |
| KKR & Co Inc | 2.30bn | -18.16m | 26.37bn | 1.38k | 3,705.46 | 2.96 | -- | 11.44 | -0.0371 | -0.0371 | 4.12 | 11.10 | 0.0428 | -- | 9.46 | 1,665,264.00 | -2.26 | 5.92 | -3.49 | 11.18 | 88.16 | -- | -52.74 | 112.36 | -- | -0.0439 | 0.4969 | 44.02 | 73.60 | 32.67 | 79.62 | 32.79 | 74.10 | -24.44 |
| T. Rowe Price Group Inc | 5.75bn | 1.91bn | 27.93bn | 7.37k | 15.29 | 4.35 | 13.58 | 4.85 | 8.03 | 8.03 | 24.18 | 28.22 | 0.673 | -- | 9.67 | 781,154.10 | 21.78 | 24.01 | 26.93 | 27.97 | -- | -- | 32.36 | 33.60 | -- | 16.67 | 0.00 | 45.86 | 4.57 | 6.75 | 13.90 | 11.30 | 10.15 | 7.27 |
| Charles Schwab Corp | 11.50bn | 3.36bn | 42.99bn | 20.20k | 13.01 | 1.83 | 11.56 | 3.74 | 2.57 | 2.57 | 8.79 | 20.41 | 0.0352 | -- | 0.5728 | 583,654.80 | 1.08 | 1.11 | 11.18 | 12.01 | 92.32 | 94.41 | 30.74 | 28.22 | -- | -- | 0.9159 | 21.59 | 7.24 | 13.87 | 5.92 | 22.83 | 12.10 | 23.16 |
| Intercontinental Exchange Inc | 5.49bn | 2.10bn | 50.49bn | 6.29k | 24.66 | 2.98 | 18.32 | 9.19 | 3.74 | 3.74 | 9.78 | 30.91 | 0.0472 | -- | 3.99 | 916,847.60 | 1.83 | 2.06 | 8.18 | 7.17 | -- | -- | 38.72 | 37.54 | -- | 12.46 | 0.3279 | 28.56 | 4.48 | 10.97 | -2.23 | 14.79 | 4.06 | 16.17 |
| CME Group Inc | 5.21bn | 2.39bn | 59.26bn | 4.36k | 24.82 | 2.23 | 20.73 | 11.37 | 6.66 | 6.66 | 14.54 | 74.28 | 0.0497 | -- | 7.67 | 1,195,069.00 | 2.28 | 2.98 | 6.44 | 6.73 | -- | -- | 45.81 | 54.81 | -- | -- | 0.1203 | 85.24 | 12.96 | 9.36 | 7.87 | 13.43 | 11.79 | 9.80 |
| Holder | Shares | % Held |
|---|---|---|
| Dodge & Coxas of 31 Mar 2020 | 101.15m | 7.86% |
| The Vanguard Group, Inc.as of 31 Mar 2020 | 85.55m | 6.65% |
| BlackRock Fund Advisorsas of 31 Mar 2020 | 56.42m | 4.38% |
| SSgA Funds Management, Inc.as of 31 Mar 2020 | 46.83m | 3.64% |
| T. Rowe Price Associates, Inc. (Investment Management)as of 31 Mar 2020 | 39.35m | 3.06% |
| Wellington Management Co. LLPas of 31 Mar 2020 | 34.31m | 2.67% |
| Generation Investment Management LLPas of 31 Mar 2020 | 32.39m | 2.52% |
| PRIMECAP Management Co.as of 31 Mar 2020 | 29.08m | 2.26% |
| JPMorgan Investment Management, Inc.as of 31 Mar 2020 | 24.11m | 1.87% |
| Massachusetts Financial Services Co.as of 31 Mar 2020 | 17.00m | 1.32% |
