Equities
FinancialsInvestment Banking and Brokerage Services
  • Price (USD)52.70
  • Today's Change0.01 / 0.02%
  • Shares traded6.34k
  • 1 Year change-24.25%
  • Beta0.8779
Data delayed at least 15 minutes, as of Jun 01 2023 21:10 BST.
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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
  • Location
    Charles Schwab Corp3000 Schwab WayWESTLAKE 76262United StatesUSA
  • Phone+1 (817) 859-5000
  • Fax+1 (415) 627-8538
  • Websitehttps://www.schwab.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
SCHW:NYQ since
announced
Transaction
value
Family Wealth Alliance LLCDeal completed24 Jan 202324 Jan 2023Deal completed-32.20%--
Data delayed at least 15 minutes, as of Jun 01 2023 21:10 BST.

Institutional shareholders

39.02%Per cent of shares held by top holders
HolderShares% Held
TD Asset Management, Inc.as of 31 Mar 2023226.80m12.66%
The Vanguard Group, Inc.as of 31 Mar 2023120.99m6.75%
Dodge & Coxas of 31 Mar 202378.46m4.38%
BlackRock Fund Advisorsas of 31 Mar 202367.32m3.76%
SSgA Funds Management, Inc.as of 31 Mar 202359.99m3.35%
T. Rowe Price Associates, Inc. (Investment Management)as of 31 Mar 202341.88m2.34%
Wellington Management Co. LLPas of 31 Mar 202330.65m1.71%
Geode Capital Management LLCas of 31 Mar 202327.05m1.51%
JPMorgan Investment Management, Inc.as of 31 Mar 202324.28m1.36%
Massachusetts Financial Services Co.as of 31 Mar 202321.54m1.20%
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Data from 31 Mar 2023 - 31 Mar 2023Source: FactSet Research Systems Inc.
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